Company Description - FIS

FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk and compliance, consultation, and outsourcing solutions. It is at the forefront of innovation, bringing trust and expertise in shaping the future of global finance.

The company embodies a culture that encourages boundary-pushing, fostering a team of curious, motivated, and forward-thinking individuals. They are often at the helm of creating solutions for problems that are yet to exist.

Residing in the heart of Jacksonville, Florida, FIS operates on a global scale, utilizing their resources of over 70,000 passionate employees from more than 50 countries. This global coverage is directed towards serving over 20,000 clients and more than one million merchant locations spread across more than 130 countries.

FIS is a multifaceted entity that offers and processes an impressive 450 solutions, handling transactions exceeding $75bn across the world. Their passion is evident as they are actively committed to propelling businesses and communities by transforming the way we pay, bank, and invest.

The company stands tall as a Fortune 500® member and is also a part of the prestigious Standard & Poor’s 500® Index. It is a trusted company that balances strong growth with steadfast commitment to good governance, environmental sustainability, and positive social impact.

Their primary service area revolves around empowering the financial world. Technology is leveraged in innovative ways to solve business-critical challenges and deliver superior experiences for their customers. Consumers are increasingly seeking all-in-one solutions to manage their financial services, and FIS is building a future where such offerings become a standard.

FIS is not just a business entity but also a responsible community member. Through their operations, FIS aims to improve the world, taking Environmental, Social, and Governance (ESG) factors very seriously.

Find more about FIS's continual commitment to fintech innovation and their overall contribution to global finance at their official website: FIS.

I. Executive Summary

This sales plan is designed to help a B2B SaaS company prospect into FIS. We aim to address FIS’s prevailing challenges such as ensuring a superior customer experience while managing 450+ solutions, maintaining a balance between innovation and ESG efforts, ensuring data security, and managing operational complexity due to their global presence.

II. Target customer overview

Company Name: FIS

Industry: Financial Technology, Information Technology Services

Company Size: 70k employees

Website: fisglobal.com

Pain Points: Balancing innovation and ESG efforts, managing a wide range of solutions while ensuring top-notch service, dealing with cyber threats, and managing operational complexities due to a global presence.

III. Goals and Objectives

To approach FIS, our objectives are:

1. Showcase our SaaS solution's ability to augment FIS's handling of a wide range of financial solutions.
2. Demonstrate how our solution aids in balancing innovation and ESG efforts.
3. Illustrate the security features of our solution highlighting its ability to safeguard sensitive data.
4. Present our ability to support FIS's global operations seamlessly, ensuring a uniform quality of service.

IV. Strategy and Tactics

• Understand FIS's needs by conducting primary research to get a clear understanding of their challenges and desired improvements. Use surveys, interviews, and product demos to gather insights.
• Position our solution as a means to increase efficiency in managing multiple software solutions, balance the need for continuous innovation with ESG efforts, and enhance security measures.
• Offer a free trial of our solution to demonstrate its capabilities in a practical setting, enabling FIS to gauge its advantages firsthand.
• Address their data security concerns by highlighting our robust cybersecurity measures, offering premium features such as data encryption and audit logs.
• Demonstrate our solutions' scalability and versatility to adapt to local needs and regulations across different countries.

V. Channels

• Direct Outreach: Email or cold calling to set up presentations and demos with decision-makers.
• Social Media: Connect with FIS through LinkedIn and Twitter, share relevant content, and participate in industry discussions.
• Website and SEO: Keep our website updated with relevant content, use SEO to rank higher in search related to FIS's pain points.
• Events: Sponsor industry events that FIS may attend and use it as a platform to showcase our software solutions.

VI. Budget Allocation

Budget allocation will be based on the channels we use. It would include costs for direct outreach, events, and online marketing. Depending on the response in the initial stages, we may need to reallocate our resources.

VII. Risk Assessment

The main risks include:

• Data Security: As FIS deals with sensitive financial data, they might be wary about a third-party solution handling it.
• Adaptability: Our solution needs to be adaptable for FIS's use across various industries and regions.
• ROI Proof: We need to clearly demonstrate potential ROI from using our solution.

VIII. Success Measurement

Successful conversion should lead to a contractual agreement with FIS to use our software solution. Other indicators include response rate, lead qualification rate, customer engagement rate, and feedback after the trial period.

IX. Review and Refinement

The sales plan should be reviewed quarterly to refine strategies and tactics based on the feedback and observed results.

References: FIS, FIS LinkedIn