Regulated Industries. Long Cycles. Invisible Progress. We Fix That.
Long evaluation cycles. Multi-stakeholder deals. We build systems that surface problems before they kill deals.Whether it's bank procurement, carrier underwriting, or open enrollment timing – your best opportunities die in evaluation limbo while sales waits for updates that never come. We build the infrastructure that surfaces problems before they kill deals.
- See which evaluations are progressing and which are stalled
- Get alerts when deals need intervention – not when they're dead
- Fire expansion plays when accounts signal growth – not at renewal
Trusted by fintech revenue teams backed by the best.
Who we work with
Fintech, RegTech & InsurTech Platforms
The regulated industry pipeline problem
Long cycles. Multiple stakeholders. Channel complexity. Your team finds out too late.
From Fintech Chaos to
Revenue Clarity.
This is your GTM system after we build it. POC health, compliance progress, and expansion signals flow automatically to the right people. No new dashboards. Infrastructure that runs.
- Your team sees POC health without chasing updates
- Expansion signals reach sales when they happen
- Compliance progress surfaces automatically
- One pipeline across all your sales motions
- You own the infrastructure we build
Lead routed in
47 seconds
Est. value
+$12,000
Size, industry, tech stack match
Buying signals, research activity
Feature adoption, engagement
Renewal, budget cycle, triggers
Direct to Sales
Priority Outreach
Outreach Sequence
Nurture Track
This lead
Routed to AE within 47 seconds
Slack alert + calendar hold + prep doc generated
Estimated value
+$12,000 ACV
Expansion Play
Auto-Nurture
Account Alert
Escalate
This account
Expansion opportunity identified
Usage +40% · 3 new power users · Budget cycle Q1
Expansion potential
+$28,000 ARR
We Build the System. You Keep It.
We wire your platform data to your CRM. We connect compliance progress to pipeline stages. We build the infrastructure that turns account signals into revenue action. Then we hand it to you.
- We connect your existing tools together
- Account health flows to sales automatically
- Compliance progress triggers follow-ups
- Your team gets alerts, not dashboards
- You own everything we build
Revenue First,
Code Second.
We're not technologists who accidentally ended up in revenue. We're commercial operators who learned to code. Every system we build starts with the business outcome and works backwards to the technical implementation.
- Revenue Accountability
- Commercial Outcomes First
- Full-Funnel Ownership
- Speed to Impact
Not Another Dashboard.
A Revenue System.
You already have the signals. We connect POC health, compliance progress, and expansion signals to revenue operations.
What changes when signals become systems
The before and after of regulated industry revenue engineering.
Revenue systems bound to break
- Evaluations run indefinitely with no visibility
- Approval stages are a black hole
- Timing windows discovered after they close
- Multiple channels compete for credit
- Deal health invisible until it's too late
Your revenue system with Engineered GTM
- Evaluation health tracking with conversion probability
- Approval progress visible with escalation alerts
- Timing-based alerts surface buying windows
- Unified pipeline across all channels
- Deal alerts surface problems while they're fixable
What revenue engineering delivers
Metrics from real implementations with platforms like yours.
Reduction in enterprise evaluation cycle time
Increase in POC-to-contract conversion rate
More expansion revenue from proactive signals
Forecast accuracy with unified pipeline visibility
How we engineer regulated industry revenue systems
The same IAO framework, applied to complex, multi-stakeholder signal landscapes.
Interrogate
Pipeline Forensics
- Enterprise pipeline audit: real evaluations vs. stalled deals
- Approval stage bottleneck analysis
- Expansion signals your CRM cannot see
- Channel attribution clarity (direct, broker, partner)
Augment
GTM Infrastructure
- Lead scoring for different buyer segments
- Evaluation health tracking with stage visibility
- Account expansion signal infrastructure
- Timing window and cycle tracking
Orchestrate
Revenue System
- Evaluation-to-close playbooks with approval stages
- Expansion plays triggered by platform signals
- Timing-based outreach automation
- Unified pipeline across direct, broker, partner
Trusted by Revenue Leaders
Take it from them, not us.
Casap
Fintech, AI-powered disputes
The Challenge
Their motion relied on messy spreadsheets and manual enrichment. Data quality inside HubSpot was chaos – missing LinkedIns, no validated emails, duplicates everywhere. Sales wasted hours researching instead of selling.
What We Built
We built a foundational GTM Brain layer – automated enrichment pipelines, HubSpot ↔ Clay two-way sync, deduplication logic, persona scoring with rollups, and reusable conference upload workflows. No more research chaos.
"I came to Engineered GTM with a half-baked vision for how our data and market tracking should work - they understood it immediately, echoed it back clearly, and executed. We now have clean enrichment, strong infrastructure, and real confidence in our account data."
Tim Bulens
Director of Growth
Full TAM
Enriched
Zero
Manual research
Nightly
Data refresh
Orchestra
DevTools / Data Infrastructure
The Challenge
CRM was static and unreliable. Contacts lacked context. No one knew which accounts were worth a rep's time. As a Snowflake partner, they needed verified account intelligence flowing automatically – not living in spreadsheets.
What We Built
We built a fully automated Data Intelligence Engine – 7 revenue-grade workflows that enrich every company and contact, detect job changes in real-time, and sync intelligence bi-directionally. Their CRM now keeps itself accurate 24/7.
"The team helped us identify the easy-win areas for enriching our data, helped us work out what workflows we needed and gave them to us in a scalable way. Now we have enriched data flowing through and we have an awesome partner who gets what a scale-up needs."
Hugo Lu
CEO
End-to-end
Data engine
24/7
Auto-enrichment
100%
They own it
"Our aim was to enrich our account and contact lists so we can prioritize our outreach and have more efficient and effective conversations. The team were able to build a solution that keeps our database up to date with the key details we need, and allows us to maximize the return on our pipeline generation efforts."
Greg Merson
Head of RevOps
"They didn't just patch the problem, they completely re-architected the entire system from the ground up. Advanced workbooks, four distinct use cases across separate markets, smart conditional routing, rebuilt AI prompts, cleaned logic. All with clear thinking and fast execution."
Ariel Levin
Head of Sales & Marketing
Fintech GTM
Diagnostic
We map your entire fintech sales landscape – POC health, compliance bottlenecks, expansion signals, multi-motion attribution. Then we show you exactly what reaches your revenue team vs. what should.
What's Included
- Enterprise pipeline audit: real evaluations vs. zombie POCs
- Compliance stage bottleneck identification
- Expansion signal mapping across accounts
- Lead scoring model design for bank vs. fintech buyers
- Multi-motion pipeline unification (enterprise + mid-market + partner)
- Account health tracking framework
- 90-day implementation roadmap
- Implementation planning session
Our Guarantee
If we can't identify at least 3 signal gaps costing you pipeline, we'll refund the diagnostic fee.
Questions from fintech teams
We can't change procurement cycles – whether that's bank security reviews, carrier underwriting committees, or HR benefits procurement. But we can change what happens during them. Most platforms lose deals because evaluations run without success criteria, approval stages have no visibility, and sales finds out too late. We install the infrastructure that surfaces problems when they're fixable.
Different verticals have different buying patterns, approval stages, and timing windows. A bank's procurement process isn't the same as an insurer's underwriting review. We build segment-specific scoring and stage logic so your team knows what each signal means for each vertical – without managing separate systems.
Open enrollment. Budget cycles. Regulatory deadlines. We map your buyers' timing windows and build infrastructure that tracks where each account is in their cycle. Your team gets alerts when the window is approaching – not when it's already closed. The goal is proactive timing, not reactive discovery.
Multi-motion GTM is common in regulated industries. The chaos comes from separate pipelines with no unified view. We build the infrastructure that shows one pipeline – with source attribution, handoff triggers, and expansion visibility across all motions. Your board gets one number. You can actually defend it.
We map your approval stages as pipeline stages – with typical duration, success predictors, and escalation triggers. Whether it's security review, underwriting committee, or procurement approval, your team knows when a deal is taking longer than normal. When the same objections kill deals repeatedly, we surface that pattern.
Your signals exist. Your sales system ignores them.
Let's quantify what you're missing – and what it's worth. 21-day diagnostic. Complete signal audit. Clear roadmap.
No obligation. Honest assessment guaranteed.