02 — Fintech & Banking SaaS
Bringing banking software to market, safely.
Banks need better software. Software companies need banks that say yes. I work with both sides to get from first meeting to live deployment.
01 — What I bring
Both sides of the table.
Most partnerships between banks and vendors stall in the same places: access, approvals and terms. That is where I spend my time.
01
Institutional access
Conversations with the people inside banks and fintechs who own the problem and the budget — not only the innovation team.
02
Due diligence readiness
Vendor risk, information security, outsourcing and data-residency questions answered before procurement asks them.
03
Compliance by design
AML, fraud and data controls built into the product, so risk and compliance teams can approve it with confidence.
04
Commercial structure
Pilots, pricing and partnership terms that work for a regulated buyer and a growing vendor at the same time.
02 — Engagement models
Ways to work together.
- 01
Advisory
A defined scope over a fixed period: market entry, product readiness, vendor evaluation or a specific deal.
Best for
SaaS companies preparing to sell to banks; institutions selecting a vendor. - 02
Go-to-market partnership
Working alongside your team on a named set of institutions, from first meeting to signed pilot.
Best for
Banking SaaS companies entering a new market or segment. - 03
Board & advisory roles
A formal seat on a board or advisory board, with clear expectations on time and contribution.
Best for
Companies where long-term involvement is useful to both sides.
Partnership enquiry
Tell me what you are building.
A few lines on your company, your role and what you would like to explore is enough to start.