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Sales & Marketing Offering for FinTech Solutions

Accelerate growth by building trust, simplifying complexity, and reaching the right buyers through digital, direct, and partner channels.

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Digital & Social Selling

 

Build credibility, generate leads, and engage finance decision-makers online.

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  • Targeted LinkedIn campaigns for CFOs, banking execs, compliance heads, and finance teams

  • Content creation focused on trust, regulation, and ROI (e.g., “How Our Platform Helped Reduce KYC Onboarding Time by 60%”)

  • SEO & PPC strategy focused on financial pain points (e.g., “automate regulatory reporting”, “real-time payments API”)

  • Explainer videos, client testimonials, and industry-specific use case pages

  • Email nurture sequences based on buyer stage, industry (e.g., banking vs. wealth mgmt), and compliance urgency

  • Thought leadership via blogs, newsletters, webinars, and analyst co-branding

  • Digital trust-building assets: SOC 2, GDPR/PSD2 messaging, security whitepapers

 

Direct Sales Enablement

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Win complex FinTech deals with sales playbooks tailored to compliance, legacy systems, and financial metrics.

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  • Industry-focused sales playbooks (retail banking, payments, lending, wealth tech, insurance tech)

  • Sales pitch frameworks aligning with regulatory concerns, ROI, and tech stack integration

  • Tools for business case development (e.g., cost-to-income ratio improvement calculators)

  • Objection handling assets (e.g., “we’re building in-house”, “security audit”, “vendor onboarding time”)

  • Demo environments and POC toolkits to accelerate technical validation

  • Enablement content for selling to regulated entities (procurement, risk, legal teams)

  • Funnel design for long-cycle enterprise deals, pilot-to-scale transitions

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Partnership & Channel Sales

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Grow faster through alliances with banks, platforms, and financial service providers.

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  • GTM strategy for partnerships with banks, PSPs, card issuers, ERP and core banking vendors

  • FinTech API integration positioning and joint value story development

  • Co-selling playbooks with digital banks, credit bureaus, and financial infrastructure platforms

  • Strategic alliance management with payment gateways, open banking platforms, and regtech providers

  • Partner enablement kits: product training, use-case decks, sales triggers

  • Co-branded campaigns with financial platforms, VC-backed ecosystems, or accelerators

  • MDF and co-marketing for regional reseller and referral partnerships

 

Ideal for:
 

Payments, digital banking, lending, open banking, KYC/AML, regtech, embedded finance, personal finance, robo-advisors, B2B finance infrastructure providers.

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Let’s turn trust into traction—and transactions—across every FinTech sales channel.

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