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FinTech Consulting

If you work for a FinTech (financial technology company), especially one that sells B2B through financial institutions– you know that this is a very competitive market with long sales cycles.

You are forward-thinking and you know that the future of financial service is a space is ripe for disruption. Too often the ‘client experience’ consists of meetings in a drab conference room with an banker toting a briefcase full of papers. You know you can do better.

The Challenge Man holding social object

Solutions and approaches that work in B2C markets don’t always work in when working through financial institutions, and it is hard to understand the differences if you don’t have real world experience working with banks.

You know what technology can do, but the answer isn’t always just a better algorithm.

We Can Help

What if you could work with FinTech consultants who has helped multiple FinTech companies understand the complexities of working with and selling to banks, from startups to established companies in Seattle, Silicon Valley, New York and elsewhere?

How powerful would it be if someone could assist you in your product and customer development process so you can provide better solutions to your clients and your FI partners?

Learn more about how we have helped FinTech companies like yours.

Contact us today to see how we can help you compete in this new era of wealth management.


For Smaller Firms | For Midsize Firms | For Larger Firms


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