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Best PRM for Fintech
Trusted by fintech partner teams
How fintech partner teams grow revenue
Referral partners (consultants, accountants, VC and ecosystem partners)
Technology and integration partners
Channel and reseller partners
Implementation partners
What fintech teams can run in Introw
Deal & lead registration (CRM attribution + routing)
Route partner-sourced leads by region, segment, product line, or ownership - while writing clean, attributed data to your CRM.
Partner portal (tiers, resources, workflows)
Give partners one place to submit leads, register deals, and stay aligned on shared opportunities - without adding friction.
Partner enablement (content, co-marketing assets)
Share and track the latest pitch decks, one pagers, security docs, and co-sell assets so partners always use current messaging.
Partner engagement (updates, campaigns, activity tracking)
Automate deal updates and partner touchpoints so partners stay in the loop - without your team manually chasing.
Partner LMS (training, certifications)
Train and certify partners at scale - so the best partners ramp faster and represent your product consistently.
Reporting & analytics (partner-sourced pipeline + ROI)
Make partner performance visible with real-time reporting - without spreadsheets or stitched dashboards.
What fintech teams are saying about Introw PRM
"Replaced our PRM with something our partners love using. It’s super easy to set up, way more flexible, and partners actually want to log in."
"Outstanding experience with no drawbacks. Introw made partner lead submission and sales assignment effortless - streamlining our process while keeping the personal touch."
Why fintech teams choose Introw
Fits your stack
Salesforce
HubSpot
Crossbeam
Slack
Power BI
Zapier
How does deal and lead registration work for fintech partners?
Partners submit leads and deals through your portal (or public forms). Introw structures the data, syncs it to your CRM with attribution, and keeps everyone aligned on deal status.
Can we route partner leads by region, segment, or product line?
Yes - use triggers and conditions to route by geo, segment, account ownership, or product line so leads reach the right team fast.
Can we support multiple partner types in one portal?
Yes - segment the experience by partner type or tier so each partner sees the right workflows, content, and next steps.
Do partners need access to our CRM to collaborate?
No - partners collaborate through the portal and shared views without needing direct CRM access.
What reporting do we get for partner-sourced pipeline and revenue?
You get clear attribution and partner performance visibility - so you can prove which partners and motions drive results.
How fast can we launch?
Teams launch quickly versus long PRM implementations - while keeping HubSpot or Salesforce as the system of record.
Does Introw support enablement and partner training?
Yes - share enablement assets and run partner training and certifications (LMS) to ramp partners faster.