Solutions

Built for your vertical.

CrossFlow is purpose-built for teams selling financial infrastructure. Every signal type, scoring model, and workflow is designed around how FX, treasury, and banking deals are actually won.

FX SalesTreasury SalesCorporate BankingFintech PartnershipsSponsor BankingEmbedded Finance

FX Sales

Find companies with live FX pain before your competitors knock.

FX sales cycles are short once a company is in motion — but most teams don't know a prospect is moving until it's too late. CrossFlow surfaces the signals that precede an FX evaluation: international expansion, ERP go-lives, earnings disclosures of currency headwinds, new market entries, and executive hires in treasury roles.

Get to the CFO before the RFP goes out.

Signals CrossFlow tracks for FX Sales

  • Currency headwind disclosures in earnings calls
  • International expansion and new country launches
  • FX role hiring (Treasurer, FX Manager, Treasury Analyst)
  • ERP implementations with multi-currency scope
  • Acquisition or subsidiary formation in new markets

Treasury Sales

Reach treasury teams at the exact moment they're re-evaluating.

Treasury technology buying decisions cluster around specific triggers: ERP upgrades, CFO changes, rapid headcount growth, funding rounds, and regulatory pressure. CrossFlow monitors all of them and scores companies by buying likelihood — so your team spends time on accounts that are actually in motion.

Pipeline built on timing, not cold outreach guesswork.

Signals CrossFlow tracks for Treasury Sales

  • ERP and TMS implementation signals
  • CFO and VP Finance executive hires
  • Series B/C+ funding rounds requiring cash management
  • Rapid international hiring indicating treasury complexity
  • Regulatory filings requiring treasury infrastructure

Corporate Banking

Identify relationship banking opportunities before the business matures out of reach.

Mid-market companies transition from challenger banks to relationship banking at predictable moments: significant funding, cross-border expansion, regulatory licensing, M&A activity. CrossFlow tracks these inflection points so your relationship managers can engage at exactly the right time.

Win the relationship before the company calls three banks.

Signals CrossFlow tracks for Corporate Banking

  • Significant funding rounds (Series B+) signalling banking need
  • International expansion requiring multi-currency accounts
  • Regulatory licensing and authorisation events
  • M&A activity indicating growing banking complexity
  • Executive hires in CFO and Head of Finance roles

Fintech Partnerships

Surface embedded finance and API partnership opportunities at scale.

The best embedded finance partnerships happen when a company is building a new product, entering a new market, or just hit the scale where in-house treasury stops working. CrossFlow tracks the signals that precede a partnership evaluation — so your BD team can open conversations with context.

First conversation advantage on every embedded finance opportunity.

Signals CrossFlow tracks for Fintech Partnerships

  • Embedded finance and payments product launches
  • Platform companies hiring payments or fintech roles
  • Sponsor bank and BaaS infrastructure signals
  • Funding rounds in fintech-adjacent verticals
  • International expansion into new payment corridors

Embedded Finance

Identify platforms ready to embed financial products before they build it themselves.

Embedded finance opportunities are time-sensitive. The window between "we should offer payments" and "we're building it ourselves" is narrow. CrossFlow tracks the signals that indicate a platform company is approaching that decision: payments hiring, fintech product launches, funding rounds with embedded finance implications, and infrastructure searches.

Reach the platform before they decide to build instead of buy.

Signals CrossFlow tracks for Embedded Finance

  • Platform companies hiring payments or fintech leads
  • Embedded finance product launches and integrations
  • Funding rounds into vertical SaaS with payment potential
  • Fintech infrastructure and API searches
  • Banking-as-a-service hiring and vendor evaluations

See it on your accounts.

Tell us which vertical you sell into. We'll show you the signals we're already tracking in your market.

Request a demo