Stop Winging It with Banking Prospects

Another demo that went nowhere? You're using Silicon Valley playbooks on bankers who think in decades, not quarters.

These aren't theory guides. They're battle-tested tools from 28 years of building fintech-banking partnerships. Use them to stop guessing and start building relationships that actually last.

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Bank–Fintech Readiness Check

Are you a fintech founder seeking bank partnerships, or a community banker curious about Banking as a Service?

Find out how close you are to real partnership readiness—the kind that builds trust, accelerates deals, and expands opportunity for both banks and fintechs.

Stacy smiling
Stacy smiling
Stacy smiling

Bank–Fintech Readiness Check

Are you a fintech founder seeking bank partnerships, or a community banker curious about Banking as a Service?

Find out how close you are to real partnership readiness—the kind that builds trust, accelerates deals, and expands opportunity for both banks and fintechs.

Learn from what actually works

Tools & Takeaways

Not theory or hype — just practical insights, replays, and tools you can put to work right away.

Newsletters

Selling Fintech: stories of brokering partnerships between banks and fintechs, alongside practical tactics that help you shorten sales cycles, derisk your deals, and negotiate to build relationships.

Fintech Revenue: Insights at the intersection of fintech innovation, banking regulation, and strategic partnerships.

BaaS for Bank Leaders: Move from guessing how BaaS works to navigating with confidence.

BaaS Brief: The BaaS Brief gives bankers a clear, fact-based pulse on what’s changing in BaaS and embedded finance each month.

Cut through the noise with actionable insights, delivered as steady as pipeline reviews.

Workshop Replays

On-demand access to live sessions where we work through real-world partnership challenges.

Assessment

Practical frameworks you can apply immediately, from readiness assessments to playbooks.

Pick Your Starting Point

Fintech founders and banking leaders don’t all start in the same place. Here’s how you can take the next step right now

New to this?

Take the Bank-Ready Assessment

Prefer to learn first?

Subscribe to the Selling Fintech newsletter

Book a Strategy Call

Personalized guidance for your specific challenges

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