What Performance Insights does

Performance Insights is a Scottsdale, Arizona-based financial services technology and advisory firm founded in 2000 that builds CRM analytics, sales reporting, and AI tooling exclusively for financial institutions. Its core product, Performance Navigator, is a sales analytics and reporting platform that aggregates data from CRM systems, Loan Origination Systems (LOS), core processors, and marketing tools into dashboards, forecasts, SLA reports, and board-ready visualizations; the company describes it as the 'operating system' for the sales revenue engine and supports multi-language and multi-currency deployments. Layered on top of Navigator are two CRM partner products — Pipedrive for Financial Services (delivered through a decade-plus Elite Partner relationship) and Salesforce Lending Hub (delivered through a February 2024 partnership with Apex IT) — plus AI Navigator, launched December 2024 jointly with St. Meyer & Hubbard, which adds generative AI (via ChatGPT or Copilot) for prospecting, coaching, training, and pipeline management on top of any CRM.

The Salesforce Lending Hub includes a patent-pending 'Opportunity Credentials' data model and a Lightning Connector with 50+ pre-built banking connectors, plus LOS Lightning Applications and a DocuSign-enabled Customer Portal. Performance Insights monetizes via subscription SaaS (quote-based annual pricing for Performance Navigator and Salesforce Lending Hub, per-seat for Pipedrive), combined with professional services delivered through dedicated Pipedrive Masters covering design, configuration, integration, training, and support.

Go-to-market is direct enterprise field sales targeting banks, credit unions, fintechs, insurance agencies, wealth managers, and SBA/mortgage lenders, supplemented by channel distribution through Pipedrive's marketplace (90,000+ companies, 179 countries) and Apex IT for Salesforce implementations in the top 500 US banks. The company cites hundreds of CRM installations with enterprise banking logos including Wells Fargo, Bank of America, BMO Harris, BBVA Compass, and Umpqua Bank over a two-decade operating history, and is privately held with no disclosed funding rounds or parent company.

Name

Performance Insights

Legal name

Performance Insights

Website

https://performanceinsightsteam.com

Company type

Private

Founded year

2000

Operating status

Operating

Short description

Performance Insights is a Scottsdale-based financial services technology firm founded in 2000 that builds CRM analytics, sales reporting, and AI tools exclusively for banks, credit unions, fintechs, insurance agencies, and wealth managers through its Performance Navigator platform and partner products.

Ownership category

akta.pro rank

Product category

Financial Services CRM and Sales Analytics

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372), Services-Management Consulting Services (8742)

akta.pro primary industry

CRM Analytics, Revenue Intelligence & Forecasting (HDAEAFAI)

akta.pro secondary industry

Sales Operations, Process & CRM (Pipeline/Forecasting) (EDABABAJ)

Keywords

• CRM analytics platform
• Financial services sales software
• Loan origination integration
• Banking CRM solutions
• Sales pipeline reporting

Headquarters

HQ city

Scottsdale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Performance Navigator Subscription: SaaS subscription model for CRM analytics and reporting platform. Includes automated reporting, dashboards, and pipeline management capabilities for financial institutions.
2. Pipedrive for Financial Services: CRM platform subscription with professional services including design, configuration, systems integration, training and ongoing support. Delivered through certified Pipedrive Masters.
3. Salesforce Lending Hub Implementation: Enterprise implementation services for Salesforce Banking Hub including Lightning Connector, custom integrations, and Lightning Experience deployment for financial institutions.
4. AI Navigator: AI-powered sales tools for commercial and business banking delivered as an affordable solution for community and regional banks.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Performance Insights sells Performance Navigator, a sales analytics and reporting platform that integrates CRM, Marketing, Loan Origination, and Core banking data into decision-quality dashboards and reports for financial institutions. The company also delivers Pipedrive for Financial Services (a tailored CRM) and the Salesforce Lending Hub, and has added AI Navigator—an AI-powered sales productivity tool for prospecting, training, coaching, and pipeline management developed with St. Meyer & Hubbard.

Product overview

Performance Insights offers a unified platform architecture centered on Performance Navigator as its core sales intelligence platform, supplemented by two CRM partner products (Pipedrive for Financial Services and Salesforce Lending Hub), and an AI add-on module (AI Navigator). Performance Navigator serves as the 'operating system' for sales revenue, integrating data from CRMs, loan origination systems, marketing, and core processors. The Pipedrive and Salesforce products provide CRM infrastructure with Performance Insights adding specialized reporting, analytics, and professional services for financial institutions. AI Navigator, developed in partnership with St. Meyer & Hubbard, adds AI-powered capabilities across prospecting, training, coaching, personal assistance, customer growth, and data automation to any CRM environment.

Differentiator

Problem solved

Functional benefit

Brands

• Performance Navigator: The company's proprietary software platform that transforms CRM, marketing, loan origination and core banking data into decision-quality reports, scorecards, dashboards, and board-ready visual presentations. Described as the 'operating system' for the sales revenue engine.
• The Center for AI Innovation
• AI Navigator
• The Salesforce Lending Hub
• Pipedrive for Financial Services

Products and services

• Performance Navigator Sales analytics and reporting platform that integrates CRM, Marketing, Loan Origination, and Core banking data into automated, cascaded reports, historical analytics, executive board visuals, multi-language/multi-currency dashboards, and automated forecasting and underwriting SLA reports for financial institutions.
• Pipedrive for Financial Services Tailored Pipedrive CRM for financial institutions including banks, credit unions, mortgage lenders, SBA lenders, fintechs, financial advisors, and insurance agencies, augmented with custom reports, dashboards, analytics, customer 360 data mart, customer portal for automated document collection, and professional services delivered by Pipedrive Masters.
• Salesforce Lending Hub Salesforce Lightning-based lending platform providing intelligent integration, workflow automation, an embedded business intelligence engine, patented Lightning Connector with over 50 pre-built banking connectors, Lightning Reports & Analytics, Multi-Product Pipeline application, LOS Lightning Applications, and a Customer Portal with DocuSign and SMS for loan origination and credit administration.
• AI Navigator AI-powered sales productivity tool that works with ChatGPT or Copilot and integrates with any CRM, Microsoft Outlook, and Google Workspace to deliver generative AI for prospecting, micro-learning and training, automated coaching, personal sales assistant, propensity-based customer relationship growth, and automated CRM data entry for commercial and business banking.

Quantifiable outcome

• 28% average increase in close rate after users' first year with Pipedrive
• +13 more outcomes

Named customers17 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability9 records

Feature4 records

Partnerships

Three partnerships are on record, tiered flagship and core.

• Apex ITflagshipImplementation/ SI/ Consulting Partner · 1 February 2024Performance Insights and Apex IT partner to launch Salesforce innovations for banking, incorporating Performance Insights' latest research of the top 500 banks in the United States. The partnership addresses CRM adoption challenges in banking, where just 40% of top 500 US banks have achieved CRM adoption meeting expectations.
• St. Meyer & HubbardcoreStrategic or Co-development PartnerStrategic partnership with St. Meyer & Hubbard to jointly develop AI solutions for commercial and business banking. AI Navigator is the first product developed in collaboration with St. Meyer & Hubbard. The partnership combines Performance Insights' CRM and sales analytics expertise with St. Meyer & Hubbard's industry knowledge base for AI-powered training, coaching, prospecting, and pipeline management tools.
• PipedriveflagshipChannel Partner/ Reseller/ DistributorFully Certified Pipedrive Elite Partner for over a decade. Performance Insights has tailored Pipedrive for financial institutions by adding technology, professional services, and people with decades of experience. Pipedrive for Financial Services integrates the entire sales stack with over 90,000 companies using Pipedrive globally.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• nCino: Cloud-based banking CRM and loan-origination platform purpose-built for financial institutions. Directly overlaps with Performance Navigator's loan origination, credit administration, and bank CRM analytics focus.
• Baker Hill (now part of Q2): Loan origination, credit, and CRM analytics software for community banks and credit unions; functionally adjacent to Performance Navigator's pipeline and underwriting reporting.
• PrecisionLender (now Q2 PrecisionLender): Commercial banking pricing, profitability, and pipeline analytics for relationship managers — direct overlap with Performance Navigator's sales-coaching and pipeline-transparency value proposition.
• Q2 Holdings (now Q2 / Axway): Provider of digital banking and lending platforms to community and regional banks — the same customer segment Performance Insights targets with Performance Navigator and AI Navigator.

Broad incumbents

• Temenos: Global core banking and front-office suite that competes with Performance Insights' bank-CRM and lending analytics stack at larger enterprise and international accounts.
• Infosys Finacle: Large-scale banking software suite covering CRM, lending, and analytics; competes for the same Tier-1 and Tier-2 bank contracts that Performance Insights targets.
• HubSpot: General-purpose CRM with growing financial-services adoption; Performance Insights competes with its analytics depth for fintechs and smaller wealth/insurance firms that don't require a heavy banking-specialist stack.
• Salesforce Financial Services Cloud: Salesforce's vertical CRM offering for banking, lending, and wealth. Performance Insights' Salesforce Lending Hub is essentially a value-added layer on top of this same platform, making them a competing implementer and partial complementor.

Others

• Pipedrive: Parent CRM platform of one of Performance Insights' flagship products. A partner and platform dependency rather than a direct sales competitor in financial services today.

Emerging players

• Hearsay Systems (now Yext): Originally a social-selling and advisor-marketing platform for financial services; intersects with Performance Insights' insurance/wealth advisor pipeline management use cases.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Performance Insights