
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
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Content creation focused on trust, regulation, and ROI (e.g., “How Our Platform Helped Reduce KYC Onboarding Time by 60%”)
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SEO & PPC strategy focused on financial pain points (e.g., “automate regulatory reporting”, “real-time payments API”)
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Explainer videos, client testimonials, and industry-specific use case pages
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Email nurture sequences based on buyer stage, industry (e.g., banking vs. wealth mgmt), and compliance urgency
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Thought leadership via blogs, newsletters, webinars, and analyst co-branding
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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)
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Sales pitch frameworks aligning with regulatory concerns, ROI, and tech stack integration
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Tools for business case development (e.g., cost-to-income ratio improvement calculators)
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Objection handling assets (e.g., “we’re building in-house”, “security audit”, “vendor onboarding time”)
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Demo environments and POC toolkits to accelerate technical validation
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Enablement content for selling to regulated entities (procurement, risk, legal teams)
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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
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FinTech API integration positioning and joint value story development
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Co-selling playbooks with digital banks, credit bureaus, and financial infrastructure platforms
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Strategic alliance management with payment gateways, open banking platforms, and regtech providers
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Partner enablement kits: product training, use-case decks, sales triggers
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Co-branded campaigns with financial platforms, VC-backed ecosystems, or accelerators
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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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