Who We Serve
RevOps for Finance
Modernize Marketing and Sales Motions to Optimize Your Buyer’s Journey
Revenue Operations is of growing importance in Financial Services as firms modernize their marketing and sales motions and seek to differentiate themselves throughout the buyer’s journey.
Hyperscayle can ensure your RevOps process and systems are built with best practice architecture that complies with all regulatory and security requirements.
RevOps Challenges We Solve for Financial Services Companies:
-
No matter how mature your marketing, sales or Revenue Operations are, you might deal with the legacy of past RevOps regimes, poorly architected systems or redundant tech spend. The Real World is messy and fast paced, so most Financial Services companies incur tech debt as they grow. And when that debt comes due, it’s hard to balance a large project to consolidate technologies and clean up workflows when you’ve still got your day job.
Hyperscayle will conduct detailed discovery to understand all the context of how you got to where you are, and devise a customized plan to improve process, systems, and data.
-
Moving from one marketing, sales, or customer success platform to another? It’s a big job. Plus, if it’s a new system, your team might not have as much experience using it.
Hyperscayle has experts across Salesforce, Marketo, HubSpot and more. We can rebuild needed automation, migrate data, and enable your team to take ownership of the new platform.
-
My data is perfect and no one ever complains about it! … said no one ever. If your data problems are causing you pain, give us a call.
Hyperscayle will improve your data across all systems, including de-duplication, enrichment, and automating ongoing maintenance. We can do this work directly in your core systems or through a growing number of RevOps data orchestration platforms on the market.
-
You’ve reached the point where RevOps has grown beyond someone’s side hustle. You need a RevOps team. One who knows what good looks like and has real world experience. If you aren’t ready to incur the cost of multiple full time hires,
Hyperscayle can provide a fractional RevOps leader and supporting analysts to build your foundation without delay. Once you’re ready to hire your own team, we will source candidates, perform technical interviews, and present you with a list of qualified candidates to choose from. Then we’ll train your new full time team on everything we’ve built, enabling them to take ownership of your core RevOps function.
Hyperscayle defines Revenue Operations as a holistic approach to the design and execution of Go-To-Market processes and systems across the lead-to-cash lifecycle
RevOps Services for Financial Organizations
Hyperscayle provides RevOps consulting with both strategy and execution for your projects, helping you design processes and architecture, and then putting hands on keyboards to implement them in your marketing and sales systems.
RevOps Outcomes for Financial Services Companies
We’re committed to connect you with real results.
We’ve stood in your shoes and faced the pressure to connect our decisions and actions to revenue. Connecting the lead-to-cash lifecycle empowers you to go faster and further—so RevOps teams can clearly contribute to the bottom line.
-
Focus sales teams on what matters. Improve sales processes and back them up with optimized systems. Help sales go faster by removing complexity and confusion, creating clarity that drives revenue.
-
Do more of what works. Link marketing programs to business value with clear yet detailed reports. Understand your KPIs and metrics to make better decisions in the future.
-
Create a single source of truth for your data. Remove noise from your systems by cleaning up errors and duplicates. Help Sales and Marketing teams move faster with confidence.
-
Fix those leaky funnels. Find and correct inefficiencies when your cost-per-lead (CPL) seems high. Generate more pipeline from your leads and track them all the way to revenue.
-
Make your technology work for you - not the other way around. Get a handle on what you have and simplify to what you need. Optimize how systems work together to support people and processes - all the way from lead to cash.
-
Crack the code on sales enablement. Remove silos and shed light on what happens when leads are passed to sales. Use data to enable them with messages and processes that drive results.
RevOps Resources for Financial Services Companies
-
Yes, with experience tuned to the regulatory and product complexity that distinguishes financial services from generic SaaS. We work with banks, fintech lenders, asset managers, RIAs, insurance carriers, and broker-dealers on the parts of RevOps that matter most in regulated distribution: Salesforce Financial Services Cloud configuration, producer and advisor management workflows, KYC, AML, and suitability process design, AUM and AUA reporting that ties to the official numbers Finance shares with clients and regulators, trail commission and override comp systems, and the data plumbing between CRM, your policy or account administration system, and the GL so revenue, accruals, and AUM all reconcile at every close.
-
The fix is structural. Pick a single source of truth for each metric: CRM for pipeline and producer activity, the policy or account administration system for AUM, AUA, and inforce balances, and the GL for booked revenue. Build the reporting layer on top of those sources rather than letting each team maintain a separate spreadsheet.
Lock the metric definitions in writing: what counts as a funded account, when AUM is recognized, how outflows and redemptions are handled, how trail revenue is accrued. Push the reconciled numbers into a shared dashboard on a fixed cadence and make that dashboard the only artifact anyone uses for board prep, regulatory filings, and investor updates.
This usually fails on one thing: nobody wrote down the metric definitions. Without that document, the AUM number in the sales meeting won't match the one in the 10-Q.
-
Yes, and financial-services commissions are some of the most complex comp structures we work on. We design and implement comp management on the major platforms (CaptivateIQ, Spiff, Xactly, Performio) with the integration patterns FS firms demand: trail and override commission logic that handles multi-year payouts and clawbacks, deal data flowing from Salesforce Financial Services Cloud or the policy administration system into the comp tool with the right product-mix and AUM logic, payout data flowing back into payroll without manual journal entries, accruals exposed to Finance for ASC 606 and SOX-friendly audit trails, and dashboards that align Sales, RevOps, Finance, and Compliance on the same producer-to-payout view. The hardest part of these projects sits upstream of the tool: locking down comp plan structure, deal attribution, and the regulatory disclosure workflow before any automation runs.
-
The unified-tooling pattern that works in financial services: Salesforce Financial Services Cloud (or HubSpot for fintech and lending) as the source of truth for pipeline, producer activity, and client relationships, your policy or account administration system (Guidewire, Pega, FIS, Jack Henry, nCino, Salesforce Revenue Cloud) for inforce, AUM, and product mechanics, ERP and GL (NetSuite, Workday, SAP) for cash and revenue recognition, and an FP&A platform (Mosaic, Cube, Anaplan, Pigment, Vena) sitting on top of all three to model the future. RevOps owns the CRM and the CRM-to-administration-system bridge, Finance owns the ERP and the FP&A model, and both teams jointly own the metric definitions document. Compliance gets a read-only view across the whole stack. With that structure, the AUM number in the producer dashboard reconciles with the official AUM in the regulatory filing, and the executive team stops asking "whose number is right" before every board meeting.
Ready to build a best in class RevOps capability?
Join the industry leaders who thrive with Hyperscayle.