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.
Alexandra Richardson
Head of Revenue Operations, Narmi
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.
Alison Silver
Director, Client Sales, Brex
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.
Dylan Lundberg
Head of Revenue Operations, MANTL
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.
It unifies our message so we’re all saying the same things the same way and winning the deal every time.
60% increase in onboarding and internal transition speed
Gong enabled Addepar to dramatically accelerate the ramp-up of new hires and internal role shifts, making training and knowledge transfer significantly more efficient.
Gong has helped us take actionable, data-driven steps to transform our onboarding and scaling processes.
Saved 150+ hours per month with faster new hire onboarding
PitchBook’s customer success, account management, sales, product and revenue teams use Gong’s AI to power critical workflows and gain visibility into customer needs, information, and feedback to assess opportunities in the market.
Our experience with Gong feels like a learning journey of amazing AI insights… helping us be more strategic and focus our energy where we actually need it.
Improved pipeline visibility & coaching
Gong unified CRM data, email/call activity, and deal insights into a single platform, granting leadership real-time transparency into pipeline health and emerging deal risk. This enabled more effective, consistent coaching across the revenue team.
In a data-heavy, highly regulated space, the technology we bring to our sellers must be trustworthy, integrated, and truly make life easier.
Increased win rates by 25% and grew sales volume by 10%
Gong replaced Experian's manual spreadsheets and fragmented data with a unified, AI-driven view of deal progression, enabling sellers to identify risks early, prioritize high-value opportunities, and focus their time on revenue-driving activities.
The Gong Revenue AI Operating System has helped us stop guessing and start acting on what’s actually going on in our sales process, and that’s been a game changer for us.
Driving efficiency with a 50% cut to admin burden
As Chime pivoted from direct-to-consumer to B2B, Gong provided the AI-driven infrastructure to centralize interactions, automate routine tasks, and deliver actionable insights, enabling the team to scale pipeline without adding headcount.
Out-of-the-box integrations for seamless revenue transformation
Robust integrations and bespoke services expertly curated to help organizations win more, with 300+ integrations in the Gong Collective.
Win more revenue with 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.
