How to Conduct Win/Loss Analysis in Financial Technology
Analyze won and lost deals to understand competitive dynamics and improve win rates. Learn industry-specific best practices for financial technology companies.
Why This Matters for Fintech
Financial services and banking technology companies disrupting traditional finance.
Competitive Dynamics
Stripe vs Square, Plaid vs Yodlee, Robinhood vs Webull
Industry Challenges
Regulatory changes affecting competitive dynamics, New product launches requiring rapid response
Step-by-Step Guide for Fintech
Follow these steps to conduct win/loss analysis effectively in financial technology.
Identify deals to analyze (won and lost)
💡 In Fintech: Focus on industry-specific data sources and competitor behaviors unique to your market.
Conduct interviews with buyers
💡 In Fintech: Focus on industry-specific data sources and competitor behaviors unique to your market.
Review CRM data and sales notes
💡 In Fintech: Focus on industry-specific data sources and competitor behaviors unique to your market.
Categorize reasons for wins and losses
💡 In Fintech: Focus on industry-specific data sources and competitor behaviors unique to your market.
Identify patterns by competitor
💡 In Fintech: Focus on industry-specific data sources and competitor behaviors unique to your market.
Extract actionable insights
💡 In Fintech: Focus on industry-specific data sources and competitor behaviors unique to your market.
Share findings with sales and product
💡 In Fintech: Focus on industry-specific data sources and competitor behaviors unique to your market.
What You'll Produce
This Guide for Other Industries
Automate CI for Your Fintech Team
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