For financial services
Turn every client interaction into a strategic advantage
Leading financial institutions trust Gong to surface client insights, empowering teams to drive growth, take action faster, and deepen relationships. Transform your business with the AI partner built for financial services.
Trusted by 5,000+ customers
Improve retention and referral rates, driving growth for carriers and brokers with real-time visibility across your teams, and consistent customer experiences.
Ensure script compliance across all borrower interactions, and coach loan officers on best practices from application to close.
Empower relationship managers with consultative coaching and efficient visibility across the entire client journey.
Grow AUM with proven messaging for investment committees and deeper coaching for client-facing teams.
The Gong Revenue AI OS for financial services
Get the competitive advantage with revenue AI
Over the last decade, Gong has worked with 5,000+ customers pioneering revenue AI to win more by scaling productivity, predictability, and growth.
Account management
Proactively manage relationships with trust and confidence
Help your teams prioritize by providing a holistic view of each account in one place. With Gong, account managers and client-facing teams stay aligned, spot risk and opportunity earlier, and coordinate to improve the client experience.
“The biggest impact Gong has had on Narmi is definitely cross-functional transparency. We’ve never had it before.”
AI-powered enablement
Turn trusted insights into action
Gong is the only revenue enablement solution that turns real customer conversations into scalable coaching and training. Deliver structured, role-specific learning programs with flexible course formats to keep your teams on message and performing at their best.
“I wanted a central place where I could understand what’s happening with accounts, and where we could implement a solution selling motion. When your company goes through a major transformation, you need to work smarter. Having a trusted partner really matters.”
Gong Revenue AI OS
Your AI strategy, powered by your revenue data
Powered by the Gong Revenue Graph, the Gong Revenue AI OS turns interactions into continuous guidance, coordinated action, and measurable outcomes. Gong brings intelligence directly into daily workflows, so your teams can move faster, act earlier, and operate with confidence.
“We started out with only our sales team using Gong, and ended up adding our implementations team, all of our post sale teams, our product team, and more.”
Trust at Gong
Financial-grade trust and safety
Embrace revenue AI without compromise, through transparency, security, privacy, and control.
SOC 2 (Type 2)
Trust Services Principles
PCI DSS
The Payment Card Industry Data Security Standard
ISO/IEC 27001, 27017, 27018, 27701
Information Security Management System
Customer stories
Raving fans in financial services
See how financial services leaders use revenue AI to ensure teams stay on message, meet compliance standards, and drive results.
"Gong has really changed the way we run our sales team. It helps us understand what works and where we can improve, and really helps our reps level-up faster."
Supporting 10,000 companies at scale
Cross-functional teams are aligned around clear, actionable feedback from conversations, enabling product and GTM decisions grounded in what customers really say.
Out-of-the-box integrations for seamless revenue transformation
Robust integrations and bespoke services expertly curated to help financial services organizations win more, with 300+ integrations in the Gong Collective.
Win more with revenue AI
Book a demo to see how specialized agents, purpose-built applications, and the world’s richest revenue signals work together to help you win.
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Key resources
On-demand insights
Industry-leading data, game-changing plays, and groundbreaking insights for leaders in financial services.
