Strategic Advising for Growth in Banking, Payments, FinTech

‘Quick-toDeploy’ Partner in Go-To-Market Strategy, Growth

In evaluating banking programs, partnerships, and growth strategies for 600+ companies (from startups to enterprises), we’ve established a strong understanding of the stakeholder landscape, bank networks & buyers, product/design frameworks, infrastructure options, and go-to-market (GTM) channels.

Why Choose FintechTris for your GTM/Strategy motion?

  • Fast Start, Less Overhead: Establish/streamline your initial path first, then build out a formal team/function

  • Industry Expertise: 6+ years engaging banks, selling tech infra (to banks & fintechs), market expansion, program growth

  • Established Network: banks (community, regional, mid-sized), fintechs (startups, growth), vendors, founders, operators

  • Hands-On Execution & Iteration: Helping clients achieve a faster path to enabling early growth & scale

Examples of strategic projects & initiatives we’ve advised:

  • Market expansion (e.g. new segment, new region) — (for example) Helping non-US companies interested in entering the US and capturing new business from fintechs, banks / financial institutions, or both

  • Target customer segmentation & outreach (by vertical) — Building strategies for firms targeting specific industry verticals — includes sector analysis matching their ideal customer profile (ICP), choosing top companies to connect with (and the best contacts to reach out to), and custom messaging for each prospect

  • Advising on new product/program design & infrastructure — Scoping and evaluating the buildout and launch of new payment, banking, fintech programs — includes mapping out flow of funds, customer journey, user onboarding requirements, and partners/vendors needed to fulfill bank partner & regulatory requirements

  • Bank / vendor assessments — from payment/card vendor options to sponsor bank reviews, based on the scope of your new program/product launch

  • Program management toolkits — valuable for non-financial firms interested in adding/embedding financial products into their platform for the first time

  • Outbound initiatives / campaigns — a multi-prong approach of educational articles (such as how-to guides, cases studies), pre-sales collateral, automated outreach for lead generation, and referral/partnership campaigns

Our team can flexibly work with partners on a per-project OR monthly hour basis (with set minimums) — dependent on the scope of work & timeline.

Ready to start an initiative? Please fill out the form — we’ll respond back (w/in 24 hrs.) and send a 1-pager of our services.