Be a trusted client partner in financial services

In a world of constant change and stringent regulations, credibility is paramount. Financial services today demand trusted partnerships, especially when navigating complex buying processes with multiple stakeholders.

Develop sharp, client-focused solutions

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Proactive communication and thought leadership are key to educating clients about complex offerings and building authority. 

We leverage data analytics and personalization to enhance client experiences, using insights to guide strategic decisions and trust-building initiatives. By optimizing your resources and fostering collaboration, we help craft solutions that focus on your most valuable asset: your clients.

Aligning go-to-market teams on strategies that increase client proximity.

Drive client-centricity

Building trust and credibility to drive competitive advantage.

Strengthen reputation

Collaborating with an ecosystem to create client value and mutual success.

Unlock partner growth

Optimizing Account-Based Marketing for long-term client relationships.

Grow key accounts

Integrating the portfolio to enhance client relevance and market distinction.

Differentiate offerings

Focusing on retention and cross-sell to ensure loyalty and sustained growth.

Sharpen client experience

  • Accenture grey

    Put simply, Lyndon’s team and process drive incredible impact. Thanks to the support of Alisha’s team, our account team was able to harmonize the siloed activities and messages and structure this in a five-pillar strategy that everyone in the account team was able to articulate well at an international bank in the Netherlands, leading to the biggest deal in the history of our company.

    Eric Visser

    Head of Ecosystem Sourcing Services, Accenture 

  • Customer trust is hard won, and easily lost. Having worked firsthand with Momentum ITSMA, Alisha knows what it takes to build trust, reputation, and relationships with key accounts. This approach works.

    Nina Gmachl-Eshuis

    Vice President, Salesforce

  • My mentor was absolutely incredible. He guided me through and offered super insightful feedback. This is a must have to put in your learning arsenal.

  • It has been a pleasure working with you and your team. I learned a lot and enjoyed the sessions! Now I will use the learnings and execute. I will definitely recommend this training.

  • Account teams and marketing teams need to work so much harder now to win revenue and gain customer trust. Given Momentum ITSMA's practice, experience, and role in pioneering ABM, this book is an essential guide for sales and marketing teams looking to grow revenue.

    Matt Woodford

    Business Lead, Accenture

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