Icon for the Financial Services industry

Financial Services

We understand the challenges involved with a highly regulated industry, compliance issues, and balancing client satisfaction with revenue growth. We've got ample experience in addressing all of them. Let us tailor a solution that speaks to your concerns.

financial services chart 91 percent

Get a Better Picture

91% of financial executives want to see improvements in the quality of financial and performance insight obtained from the data they produce.

financial services chart 53 percent

Work Better Together

53% of surveyed financial institutions believe that the main challenge for the future of finance is “lack of an organization-wide shared vision.”

Solutions Fit For Your Industry

Icon for the Incentive Compensation Management solution offered by Intangent

Incentive Compensation Management

Let ICM bring your customer team and sales strategy into stronger alignment. We'll help your business flourish while ensuring you comply with all regulatory standards, no matter how strict.

Icon for the Sales Analytics solution offered by Intangent

Sales Analytics

Bring your disconnected data together on one platform with Analytics and turn it into something that works for you. Get real-time updates on the data your organization needs, and put it to use with the latest analytics tools.

Icon for the Producer Lifecycle & Credential Management solution offered by Intangent

Producer Lifecycle & Credential Management

Work smarter, not harder. We'll give you a more complete view of your business by automatically collecting all the information you need in one place. Lower your admin costs and reliance on pen and paper with PCLM.

Clients Like You

We always put the client’s satisfaction first. But don't take our word for it. Hear what our team of clients has to say.

Marybeth Long

“Intangent training was a great experience. The class was paced perfectly for my learning style, the examples were applicable to my own company and build, and the trainer was competent, informed, and excited about the subject matter. I was able to ask questions about my own build and my own experiences, and Intangent came to the rescue – answering questions, applying them to everyone in the class, and getting me excited to take what I learned back to the office.”

Start Selling Smarter. Start Selling Better.

Let's Talk