Scaling WealthTech & Institutional Portfolio Management
15+ High-Intent Enterprise Sales Meetings in 90 Days – While Shortening Adoption Cycles by 60%
We help WealthTech & institutional portfolio management providers book at least 15 high-intent enterprise sales meetings in 90 days, while eliminating procurement bottlenecks and accelerating deployment.
74% of enterprise WealthTech deals die before procurement even looks at them.
72% of institutional buyers show early interest, then disappear.
61% of institutional WealthTech deals never make it past internal approval.
These hidden deal-killers are blocking revenue, increasing churn risk, and making enterprise adoption painfully slow.
The firms fixing this now are unlocking faster compliance approvals, driving real transaction volume, and replacing legacy banking relationships.
Those who wait? They’ll lose pipeline momentum while competitors cement their position in the global payments space.
We spent 1,000+ hours analyzing 200+ cross-border & alternative payment GTM strategies, and here’s what we uncovered about accelerating enterprise adoption, reducing compliance bottlenecks, and increasing transaction volume.
The 5 Biggest GTM Deal-Killers in WealthTech
Most WealthTech providers unknowingly lose institutional buyers due to GTM misalignment, slow procurement engagement, and failed internal approvals.
Book a Private WealthTech GTM Strategy Call
Top-performing firms are already solving these deal-killers. Are you?
We only offer this to a few firms per quarter to avoid conflicts of interest. If you're serious about scaling enterprise adoption, this is your chance to gain a first-mover advantage.
What You’ll Get from This Call
A proven roadmap to increasing enterprise adoption & eliminating GTM inefficiencies.
A data-backed strategy to reduce enterprise CAC while accelerating procurement approvals.
No fluff, just actionable insights to help you close 6- & 7-figure WealthTech deals faster.
How the Fastest-Growing WealthTech Firms Are Scaling Enterprise Adoption
The firms closing 6- & 7-figure institutional portfolio management deals are NOT:
Targeting junior analysts who don’t control procurement, while ignoring CIOs & compliance officers who make final decisions.
Pushing feature-heavy sales pitches, without proving regulatory alignment or procurement readiness.
Selling WealthTech platforms without a post-signing activation plan, causing investment committees to stall post-contract.
They ARE:
Mapping their GTM motion to institutional procurement cycles, reducing sales friction at every stage.
Eliminating compliance objections before they happen, positioning their solution as a regulatory risk-mitigation tool.
Pre-qualifying institutional buyers to ensure they pass internal approval, not just book a demo.
Example: One WealthTech provider we worked with:
✔️ Fixed their GTM strategy & booked 3X more enterprise sales meetings in 60 days.
✔️ Realigned their outreach to compliance & procurement teams, accelerating institutional engagement by 2.4X.
✔️ Optimized post-signing integration, leading to 3X faster activation & AUM onboarding.
CASE STUDY
How a WealthTech Provider 3X’d Enterprise Sales & Cut Activation Delays by 60%
The Challenge
A leading WealthTech & Institutional Portfolio Management provider was struggling to convert high-value enterprise opportunities into signed, activated deals. Despite a strong product-market fit, they faced major revenue roadblocks:
74% of enterprise WealthTech deals died before procurement even reviewed them.
72% of institutional buyers showed early interest, then disappeared.
61% of signed WealthTech deals never made it past internal approval, blocking AUM growth.
Procurement bottlenecks and compliance barriers slowed deals for months.
Most WealthTech firms don’t realize these issues until enterprise CAC spikes, sales cycles stall, and revenue never scales.
It wasn’t a product problem.
It wasn’t a regulatory issue.
It wasn’t even a pricing challenge, it was a misaligned GTM motion, procurement friction, and post-signing activation failure.
The real issue?
This WealthTech firm targeted the wrong institutional buyers, failed to pre-qualify enterprise deals, and lacked a structured post-signing onboarding framework.
Our Proven System
15+ High-Intent Enterprise Sales Meetings in 90 Days
We help WealthTech & institutional portfolio management providers book at least 15 high-intent enterprise sales meetings in 90 days, while eliminating procurement bottlenecks and accelerating activation.
This means:
✅ More enterprise deals closing, without increasing CAC.
✅ Faster sales cycles, ensuring portfolio managers convert and onboard assets.
✅ No more “interested but not ready” leads, just serious institutional buyers who move deals forward.
📊 This exact strategy helped this WealthTech firm optimize their GTM motion, triple enterprise sales, and 3X AUM activation, all in 60 days.
The fix?
After a deep GTM audit, we identified five major deal-killers and implemented a precision-targeted acquisition strategy that fixed pipeline leaks, removed procurement friction, and ensured institutional buyers actually activated post-signing.
The WealthTech firm restructured their pipeline with these key plays:
Fixing Buyer Targeting to Unlock Enterprise Deal Flow
- Instead of selling to junior analysts & portfolio managers, they shifted focus to CIOs, compliance officers, and procurement teams, the real decision-makers.
- Result: 3X more enterprise sales meetings, without increasing outbound effort.
Removing Procurement Bottlenecks to Accelerate Decision-Making
- Instead of waiting for enterprises to raise compliance concerns, they proactively embedded SEC, ISO 27001, and MiFID II assurance into outreach.
- Result: 41% fewer deal objections, reducing friction in procurement cycles.
Aligning Sales with Compliance & CIO Teams to 2.4X Institutional Engagement
- Instead of selling WealthTech as just a technology solution, they positioned it as a risk-mitigation & compliance tool, getting buy-in from institutional leaders faster.
- Result: Sales cycles shortened by 47%, accelerating deal velocity.
Embedding an Activation Roadmap to Convert Signed Deals into AUM Growth
- Instead of closing contracts and hoping for implementation, they introduced structured onboarding workflows to drive activation from day one.
- Result: 3X faster AUM onboarding, turning signed deals into active revenue streams.
Shifting Messaging to Prove ROI Instead of Selling Features
- Instead of leading with portfolio management capabilities, they built financial impact models showing how the platform reduces risk & optimizes capital allocation.
Result
- 2.9X higher enterprise close rates.
The Impact
While most WealthTech firms are still struggling to convert enterprise deals into activated portfolios, this firm now drives institutional adoption at scale, without increasing marketing spend.
Enterprise sales tripled, by fixing buyer targeting and procurement alignment.
Sales cycles shortened by 47%, by eliminating procurement objections early.
AUM onboarding cycles 3X’d, by embedding structured activation workflows into post-sale processes.
CAC reduced by 38%, by eliminating wasted outreach to unqualified institutional leads.
Key Takeaways for WealthTech & Institutional Portfolio Management Firms
This case proves that most WealthTech deals don’t fail because of price, competition, or security concerns, but because of misaligned sales, procurement friction, and post-signing activation issues.
If your pipeline is full but enterprise AUM isn’t scaling, this is likely happening to you.
The firms solving this today are securing institutional adoption, while competitors keep losing deals to slow-moving procurement cycles.
Want to See the Full Breakdown?
We only offer this to a few firms per quarter to avoid conflicts of interest. If your enterprise adoption isn’t scaling, this is your chance to fix it before competitors do.
Get the proven GTM playbook CBPI firms are using right now.
