Case Study: a global fintech and payments provider accelerates GTM execution and vendor risk reviews with OrbitShift

How a FinTech Leader Transformed GTM with OrbitShift

The customer, a global fintech and payments provider, faced significant challenges in its go-to-market execution. It struggled with complex, multi-segment sales cycles, stringent vendor risk assessments that stalled deals, and an inability to identify cross-sell opportunities. These hurdles resulted in missed revenue despite strong market potential. To address this, the company turned to the vendor, OrbitShift, and its sales intelligence platform, accountOS.

OrbitShift implemented a solution that integrated comprehensive data sources and automated vendor risk assessments with its rfpOS platform. This provided sales reps with actionable intelligence and contextual messaging, enabling them to convert market signals into compelling sales conversations. The results were substantial: vendor risk assessment turnaround was accelerated by 5x, pipeline activity was supported in over 35 deals, and a 15% conversion rate was achieved on the target account list. OrbitShift successfully helped the customer translate intelligence into measurable revenue.