Industries — Fintech
Payments, lending, banking infrastructure, wealth and insurance technology. Your buyers run long evaluations, bring in risk and compliance, and need evidence before they move. We build the positioning, proof and pipeline those deals require.
At a glance
Buyers
CFO, CRO, Risk, Compliance, IT
Cycle
Long, committee-driven
Typical start
Positioning and proof
Leading indicator
Pilots started
01 — The buying committee
Fintech deals are won by giving each member of the committee what they need to say yes, often before you meet them.
01
CFO, COO
A business case with payback and risk-adjusted upside, built with their own numbers.
02
Head of Lending, Payments or Operations
Faster decisions, better approval rates and fewer manual steps for their team.
03
CRO, Head of Compliance
An audit trail, regulatory alignment and a clear answer on model and fraud risk.
04
CISO, IT security
Certifications, data residency, architecture and penetration test results.
05
Vendor management
Clear packages, standard terms and pricing that fits how they budget.
02 — Proof
Most fintech deals do not stall on the demo. They stall in review. We build the evidence pack before the buyer asks for it.
Certifications, policies, architecture and data flows, in the format security teams expect.
Success criteria agreed in writing before the pilot starts, so a good pilot becomes a contract.
Built with the buyer's own volumes and costs, so their CFO can check every line.
Customers who look like the buyer, briefed and ready to take the call.
How the product supports the buyer's obligations, reviewed with your compliance team.
03 — Pipeline
Fintech buyers rarely respond to volume. They respond to trust, timing and relevance, so the channels have to carry all three.
01
Banks, cores and platforms that already hold the relationship and the trust.
02
Comparison, integration and compliance terms that buyers search once a project is funded.
03
Accounts facing a new regulation, a core migration or new leadership.
04
Industry events where the meetings are booked before the badges are printed.
04 — Pricing
The right model depends on how value scales for the buyer and how their finance team plans spend. Each has a trade-off.
Pricing and packaging →Per transaction
Value scales with volume
Revenue swings with the buyer's volume
Basis points
Value tracks money moved
Procurement pushes hard on rate at scale
Platform fee plus usage
Buyers need a predictable budget line
Usage tiers must match real volume bands
Per decision or account
Value is per customer served
Harder to compare with incumbent pricing
We test models against your win-loss and margin data before recommending one.
05 — Results
Typical movement in the first year. On client work, every figure is measured against the diagnostic baseline.
−34%
Time from first meeting to signed pilot
Illustrative
2.1×
Pilot-to-contract conversion
Illustrative
41%
Share of pipeline sourced through partners
Illustrative
+27%
Win rate where the security pack was used
Illustrative
06 — Questions
If yours is not here, bring it to the first call.
Book a diagnostic →We sell to banks. How long until we see results?
Leading indicators such as meetings and pilots move in the first quarter. Signed contracts follow the bank's cycle, which we plan around rather than pretend to shorten.
Can you work with our compliance team on marketing?
Yes. We bring compliance in from the first draft, which is faster than review at the end, and we build a library of approved claims your team can reuse.
Do you work with consumer fintech?
Our focus is B2B and B2B2C: companies selling to banks, lenders, merchants and businesses.
Next step
Start with a three-week diagnostic. We will show you where deals stall and what evidence moves them.
