The short version.
An AI sales teammate for financial services and fintech prepares reps for finance, treasury, and risk conversations, assists them in real time during the call, and automates the follow-up and CRM update afterward. WingRep works before, during, and after every call instead of just recording it: a Gameplan email the night before, live assistance while the CFO is talking, a follow-up draft in your voice, and a HubSpot or Salesforce update the second you hang up.
What we hear from financial services sales teams.
Selling into finance means a long diligence process, a committee with veto power, and a compliance review that decides your timeline.
Finance buyers ask about reconciliation, audit trails, settlement timing, and data residency. Reps who cannot go a layer deeper lose credibility in the first ten minutes.
"They asked about our audit trail and I had nothing."
A VP Finance, a controller, a risk lead, and procurement each hold a veto, and each cares about something different. Reps pitch the same story to all four.
"We won finance and lost risk."
Vendor questionnaires, SOC 2 reports, DPAs, and model risk reviews surface late. Deals that were closing this quarter slide a full quarter on paperwork nobody prepped.
"The deal sat in vendor review for six weeks."
Nobody rips out a system of record casually. If the rep cannot walk the migration and the reconciliation path, the buyer defaults to staying put.
"They said the incumbent is good enough."
How WingRep works around a finance buying call.
One rep, one hour, three moments. WingRep shows up for all of them.
A Gameplan email lands in the inbox at 5 PM.
WingRep reads the CRM record, past calls, and open threads on the account. It writes the brief the rep would have written with two spare hours: who is in the room, which objection stalled the last call, and what proof to bring. The AE and the solutions consultant get the same one.
A slim tab surfaces guidance while the controller is still talking.
When the risk lead pushes on data residency, WingRep surfaces the answer your team already stands behind. When you are twenty minutes in and still have not confirmed the signer or the renewal date, it nudges you to ask. The buyer never sees any of it.
- "Every transaction carries an immutable audit record, and daily reconciliation runs against your bank feed automatically. We can show it in your sandbox this week."
- You haven't confirmed whether the CFO signs or only approves
Follow-up drafted. CRM updated. Next step booked.
Within a minute of the call ending, WingRep drops a recap in your outbox in your voice with the buyer's own language intact, writes the CRM update in HubSpot or Salesforce, and books the next step. Compliance review items become tasks instead of surprises.
What financial services sales leaders are telling us.
Based on conversations with customers selling into finance, treasury, and risk buyers.
Reps answer the reconciliation, audit, and data questions in the moment instead of taking them away and losing a week.
Every stakeholder thread is tracked, so risk and procurement do not surface late and reset the timeline.
CRM updates and follow-ups capture the buyer's own language, so forecast calls run on evidence instead of recall.
Three things a recorder can't do in a diligence call.
Passive summary is one category. Active workflow is a different one, and it is the one that wins the evaluation.
WingRep surfaces the specific control, workflow, or reference while the question is still on the table, so a rep never has to promise to follow up on it later.
Finance, controller, risk, and procurement each hear the thread that matters to them, from a team working off one shared account memory.
It drafts the follow-up in the buyer's language, updates the CRM, files the compliance-review tasks, and books the next step. It closes its own loops.
Questions from financial services sales leaders.
The ones we get on every discovery call.
Give every finance rep a WingRep.
Free to try. No credit card. Works with HubSpot, Salesforce, Zoom, Google Meet, and Teams.