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.

WATCH DEMO

PRECURSIVE IS TRUSTED BY

PCI Pal

Bremer Bank

Currency Cloud

Alloy

Procurify

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 the 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.

WHAT PEOPLE SAY

What drove us to Precursive was that it was built on the Salesforce platform, which solved the problem(s) for us. So we're able to just incorporate our project plans into the Salesforce ecosystem and it gave us access to all of the existing data about what kind of client it was and what the revenue of each client was, and all the other data. In addition, just being able to share that information easily through Salesforce dashboards & reports.

JAMES ASHTON