Banks, insurance companies, and fintech firms buy enterprise tiers for compliance reasons and never question the price. We negotiate the contracts. You keep 70% of savings.
Financial services firms average 34% savings on SaaS contracts through expert negotiation. Compliance-driven over-provisioning inflates costs for Salesforce Financial Services Cloud, Microsoft 365, and analytics platforms. A regional bank paying $320,000 per year for Salesforce FSC typically negotiates down to $215,000, saving $105,000.
Buying enterprise tiers because compliance said so. In most cases, Professional tiers with specific add-ons meet the same requirements at 30-50% lower cost.
Bloomberg, Salesforce, Tableau, PowerBI, and custom dashboards. Financial firms run 3-5 analytics platforms with massive feature overlap nobody consolidates.
Multi-year contracts with annual price escalators renewing automatically at inflated rates. Most vendors will renegotiate 60-90 days before renewal if you push.
FSC costs 30-50% more than standard Sales Cloud. Many firms pay for FSC features they do not use. A proper audit often reveals standard editions plus add-ons save significant money.
We audit your SaaS contracts for free and show you exactly where you're overspending. No commitment required.
Anonymized examples based on recent negotiations. Your results will vary based on contract terms, timing, and vendor relationship.
We've negotiated hundreds of SaaS contracts for financial-services. We know the benchmarks, the leverage points, and the timing tricks.
Share your current SaaS contracts. We'll benchmark every line item against our database of thousands of negotiated deals.
Our team handles every vendor conversation. No awkward calls for you. We know exactly which levers to pull.
When we save you money, you keep 70% of every dollar saved. If we can't save you anything, you pay $0. Simple.
Yes. We understand SOC 2, PCI-DSS, and financial regulatory requirements. We never recommend downgrading to a tier that fails compliance. We find savings within compliant configurations.
Yes. Community banks, regional banks, and credit unions are some of our best-fit clients. Their SaaS spend is high enough to negotiate but they rarely have dedicated procurement teams.
Absolutely. FSC is one of our most-negotiated products. Typical savings are 20-35% off list, depending on seat count, add-ons, and renewal timing.
Market data and terminal contracts (Bloomberg, Refinitiv, FactSet) are negotiable. These are high-value contracts where even 5-10% savings represent significant dollar amounts.
Financial services procurement can take 4-8 weeks. We plan around your internal approval timelines and vendor fiscal calendars to maximize leverage without creating urgency risk.
Drop your info and we'll come back within 24 hours with an honest savings estimate for your SaaS contracts. If we can't save you money, we'll tell you.