Revenue-aware targeting
Pick segments using actual customer and product economics.
Solution | Fintechs
Build fintech GTM on customer-aware revenue models.
psi* gives fintech teams a complete GTM system based on customer-aware revenue models and financials. Start with product revenue attribution, segment the right customers, then run campaign research, lead generation, and enrichment from that same data layer.
Customer-sensitive data can stay anonymized upstream in Ontology before it becomes business-facing.
Workflow
Turn product and revenue data into the next campaign motion.
Start with the financial model, then let the GTM system decide where to focus segmentation, research, and lead generation.
- 01
Product revenue attribution
Start from product, contract, and revenue data by customer instead of raw operational records.
finance-grade input - 02
Customer segmentation
Group accounts by revenue shape, customer behavior, and expansion potential before the campaign starts.
segment by value - 03
Campaign research
Turn those segments into clear campaign hypotheses, account lists, and research priorities.
research by segment - 04
Lead generation and enrichment
Source and enrich leads that match the segment logic instead of generic title searches.
enrichment with context
What teams get
Better campaign inputs
Research starts from the financial model instead of a guessed market bucket.
Cleaner execution
Segmentation, research, and enrichment can run as one repeatable motion.
Safer upstream data
Ontology can anonymize replicated data before GTM teams work from it.
Revenue-aware operating path
One financial model can shape the full campaign pipeline.
This is the path from product and revenue attribution to the actual leads the team works.
1.
Attribute revenue
Start from product, contract, and account data instead of raw source-system noise.
2.
Segment accounts
Group customers by revenue shape, expansion logic, and operating potential.
3.
Research campaigns
Turn each segment into audience-specific research, messaging, and campaign direction.
4.
Generate leads
Source and enrich leads using the segment logic so execution stays tied to the business model.
Products behind it
This solution resolves into Ontology and Flows.
Product
Ontology
Use Ontology to turn replicated production data into customer, revenue, and segmentation models that fintech GTM teams can actually operate from.
See OntologyProduct
Flows
Use Flows to operationalize campaign research, lead generation, enrichment, and routing once the segment logic is defined.
See FlowsNext step