Trustworthy AI agents for FinTech revenue operations.
Not your typical off-the-shelf AI agent. Our team and AI agents are specifically focused on the complexities of large scale FinTech RevOps.
↓ Does this sound like you?
You target highly custom sub-verticals but standard enrichment gives you one-size-fits all industries.
You rely on headcount or web traffic to estimate the size of your accounts, but you wish you had accurate revenue, TPV, or GMV.
Regulatory information is critical to your account prioritisation, but difficult to get manually.
The best in RevOps are building with Momentum:
AI agents for custom account research you can trust
Do custom account research at unlimited scale…
…so you can trust your sales territories
Highly customisable
Traditional enrichment: Same data for everyone.
AI agents: The data that matters to you.
Building trust
Traditional enrichment: The data is what the data is.
AI agents: Reasoning behind all data.
Improving based on feedback
Traditional enrichment: Same refresh for everyone.
AI agents: Improve based on feedback.
Slicing and dicing verticals your way
Think “Financial services” is a little too broad? We map all your accounts to the vertical schema you care about - and show the changes made.
Complex sizing estimation
Are you struggling with generic proxies for company size like headcount and web traffic? We combine all the unstructured information about your accounts to create custom sizing estimate like revenue, payments volume, travel spend, etc.
Extracting data from regulatory databases and mapping it to your CRM
There is a lot of gold hiding in regulatory filings, but it can be hard to map them to your CRM. Momentum agents will do it for you.
What our customers say
“Momentum beat all other data providers on accuracy.”
Josephine
Director of Sales Development
“Momentum gives us invaluable data for managing our accounts and territories.”
Roman
VP Revenue Ops & Acceleration
For large teams with complex revenue operations needs
Built for the enterprise technology stack
We can work across Salesforce object types and guide you on how to use the research in tools like Ringlead, Lean Data, Outreach and Snowflake.
Security is our top priority
We follow the latest standards in security practices and work with many clients in regulated industries where we cater to zero-trust setups (no integration with any of your systems).
Implementation, specialized by vertical
We specialize by vertical, with dedicated teams and tooling. If you work in fintech, you will work with a team that has worked across a range of fintech implementations.