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Transforming a Lean Sales and Marketing Team: My Daily and Weekly Playbook m. allen Feb 25, 2025
Transforming a Lean Sales and Marketing Team: My Daily and Weekly Playbook  
By Matt Slonaker, Founder of M. Allen  
 
Running my own practice and acting as a fractional CRO for B2B fintech and Saa...
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Agentic AI in Mortgage Lending and Servicing  m. allen Feb 23, 2025
Agentic AI is revolutionizing the mortgage industry by automating key processes, improving decision-making, and enhancing customer experiences. Here’s how the ten key trends apply to mortgage lending ...
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CRO Briefing: Challenges & Opportunities in Financial Services and Fintech (B2B) – 2025 m. allen Feb 23, 2025
1. The Evolving Role of the CRO in Financial Services & Fintech**  
In an industry shaped by increasing regulatory complexity, rapid technological advancements, and evolving client expectations, CROs...
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Is AI Revolutionizing Your Sales Process? m. allen Feb 23, 2025
Every founder and sales leader shares a common desire: to generate more high-quality leads, minimize wasted effort, and close deals faster. In 2025, the role of AI in achieving these goals is becoming...
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Commercial Excellence in Private Equity m. allen Feb 23, 2025
Unlocking Growth: Key Trends and Actions for Commercial Excellence in Private Equity

In today's rapidly evolving business landscape, the pursuit of commercial excellence remains pivotal, especially wit...
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Seeking new logos? Challenging times! m. allen Feb 15, 2025
Winning new enterprise anchor accounts in the financial services sector, especially when selling to the C-suite of banks and fintechs, presents a unique set of challenges and pains. In a w
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Transforming Challenges into Opportunities: My In-Depth Approach with a Leading Fintech m. allen Feb 15, 2025

My introduction to a prominent Fintech/BPM client marked the beginning of a transformative journey. This organization, rich with potential, faced hurdles in aligning its operational capabilities with ...

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Unlocking Growth Potential: Is Your Sales Leadership Measuring Up? m. allen Feb 15, 2025
 
 
In today's rapidly evolving business landscape, CEOs are constantly grappling with the challenge of staying ahead of the competition while ensuring sustainable growth. Amidst these pressures, th...
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Advancing to the final round... Feb 13, 2025
Advancing to the Final Two: M. Allen's Journey in a Competitive Client Process
 
In the dynamic world of B2B services, standing out in a highly competitive client selection process is no small feat....
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your weekly agenda... m. allen Feb 09, 2025
Enhancing Sales Leadership: A Weekly Agenda for Success
 
Maintaining momentum and driving results is crucial for success. A well-structured weekly sales cadence and agenda can serve as a powerful t...
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the new age in sales: "a day in the life" snapshot m. allen Feb 04, 2025
Alex, a seasoned sales executive, is equipped with a cutting-edge tech stack designed to streamline tasks and optimize performance. Let's walk through a typical week in Alex's life, where technology
...
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a new & better way to build your sales team... Feb 02, 2025
Building a Top Strategic Sales Team: Embracing the New Way
 
In my journey to build top-tier sales teams for stakeholders through the years, I've learned that the key to success lies in evolving fro...
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