INDUSTRIES

Management software.

Fintech project

Precursive helps FinTech companies improve time-to-value and deliver better outcomes through their services engagements leading to happy customers and recurring revenues. From fintech customer onboarding software to professional services, you can manage all forms of implementation in Salesforce.

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PRECURSIVE IS TRUSTED BY

PCI Pal

Currency Cloud

Instbased

versapay

1/1

Accelerate time-to-value and keep customers for life.

Generate more revenue by accelerating your time-to-value in a number of ways with Precursive’s PSA software.

CUSTOMER ONBOARDING FOR FINTECH

Accelerate time-to-value using repeatable templates that map to products
in Salesforce.

• Shorten launch times by improving the delivery of post sale implementations

• Develop repeatable ways of working for onboarding & implementation teams

• Reduce churn with better customer onboarding experiences that drive growth

FINANCIAL PERFORMANCE

Increase revenues and transactions by increasing the velocity and predictability of implementations.

• Close the gap between sales and onboarding by automating handovers

• Accelerate deployments leading to faster time-to-transaction and payments

• Reduce time to go-live to help recognize more revenue at launch

PROJECT MANAGEMENT FOR FINTECH

Keep implementations running smoothly by tracking time, risks, and removing blockers.

• Plan ahead for upcoming work by turning opportunities into projects

• Track the progress of implementations and see which projects overrun

• Pull forward revenue and ARR with faster implementations

CUSTOMER
EXPERIENCE

Share launch plans, dependencies and timelines with customers and collaborate in real-time.

• Update customers in realtime with a portal that shows progress

• Educate customers on the tasks they own and key dependencies

• Collaborate with customers to answer questions during projects

Benefits of Precursive software for Fintech companies.

Faster time-to-value

Average delivery time improved by 30% across all customer segments.

More transactions

Less delays mean shorter deployments and quicker time-to-money.

Better productivity

Onboarding teams save 20 hours on project admin per month.

CUSTOMER STORIES

What people say.

This is the best PSA platform and offers real time analytics that helps me and my team manage at all levels. The automation in the platform has helped us to realize significant cost savings in efficiencies.