Webinars
Modernizing revenue in financial services: From legacy to leading with AI
June 12, 2025 | 11 am PST / 2 pm EST / 6 pm GMT
Revenue leaders in financial services are under pressure to bring AI to bear on legacy systems and traditional sales motions.
But where do you start when security, compliance, and speed are all non-negotiable?
Join Dylan Lundberg, Head of Revenue Operations at MANTL, and Jordan Plater, Head of Sales for Industry Expansion at Gong, for an exclusive look at how one financial technology company modernized its sales process without compromising security or compliance.
You’ll learn how to:
- Navigate the complexities of introducing AI in regulated industries
- Build an internal business case for modern revenue solutions
- Drive cross-functional consensus to unify your sales, finance, and revenue teams for seamless adoption
- Avoid the “gotchas” of selling in financial services
Featured Speakers:
- Dylan Lundberg, Head of Revenue Operations | MANTL
Dylan Lundberg is a Revenue Operations leader based in NYC with experience scaling go-to-market systems at high-growth startups. He currently leads RevOps at MANTL, a FinTech company building account origination software for banks and credit unions. - Jordan Plater, Head of Sales, Industry Expansion | Gong
Jordan Plater leads Gong’s industry expansion strategy, helping organizations in complex and highly regulated industries unlock the power of AI to transform their revenue operations. With deep expertise in driving adoption of new technologies across financial services, healthcare, and other specialized sectors, Jordan understands the nuances of building strong business cases for revenue transformation.
