Work Together on Partnerships That Last
You’ve been here before: the banker nods, smiles... and ghosts. After 28 years selling fintech to banks, I know why good partnerships stall—and it’s rarely your product’s fault.
The missing piece? Trust built through genuine understanding.
That's where I come in—not with another sales strategy, but with the relationship-building approach that actually works.
Let's Talk About What's Possible!
Here's What Changes
Six-month sales cycles instead of eighteen.
Bankers who call you back instead of going quiet.
Deals that reflect the value your tech brings, not discounts to win logos.
A reputation that opens doors before you even knock.
The difference? Both sides finally understand what the other actually needs—and trust gets built before features are ever discussed.
This is what's possible when you have the right guide, a proven methodology, and someone who speaks both languages fluently.
For FinTech Founders: I've Been Where You Are
Your demos go well, but banking deals just... stall. Those polite "nos" are getting louder, and discounting isn't helping.
What changes:
Shorter cycles, stronger relationships, deals that close at your price.
For Community Banks: Innovation Without Fear
Traditional banking alone isn't a strategy anymore. Your competitors are gaining deposits through BaaS partnerships while you're fighting rate wars. Your customers want digital experiences you can't afford to build.
You have two paths forward—both require choosing fintech partners wisely.
1
become a BaaS Sponsor Bank
Partner with fintechs who need banking infrastructure and regulatory framework
Generate non-interest income and deposits without rate competition
Expand your reach through embedded finance partnerships
2
Purchase Fintech Solutions for Your Instituion
Improve customer experience with proven fintech technology
Upgrade operations without building expensive systems in-house
Stay competitive with larger banks through smart vendor partnerships
Here's how I help with both:
1
Fintech Evaluation:
Whether you're sponsoring or purchasing, I help you separate real solutions from expensive mistakes
2
Partnership Structuring:
Align your team on evaluation criteria, compliance requirements, and growth strategies
3
Bank-Ready Assessment
Get a clear diagnosis of why bankers aren't buying—and where to focus your energy.
What changes:
You stop playing defense and start building competitive advantage through strategic fintech relationships.
The amBaaSsador Program: Premium Partnership, Amplified Reach
For fintechs ready to shape the ecosystem — not just participate in it — the amBaaSsador Program creates visibility, credibility, and influence. Through co-branded content, curated introductions, and industry platforms, we expand your reach and elevate your voice.
What you gain:
Visibility
Stages, panels, and co-branded content that spotlight your brand.
Credibility
Trusted by association with fintech-banking expertise.
Access
Curated introductions to bankers you didn’t know were interested.
Influence
Opportunities to shape the conversation at the tables that matter.
Exclusivity
Limited spots each year to ensure every voice is amplified, not diluted.
The Bridge You’ve Been Missing
I've lived in the middle of fintech and banking for nearly three decades—as a banker, a fintech revenue leader, and now as the bridge-builder both sides turn to. I know the sting of the "quiet no," the pressure from investors, and the responsibility banks feel to safeguard trust.
That's why I built the Bank-Fintech Partnership Methodology—a relationship-driven, revenue-first framework that consistently turns transactional frustration into sustainable results. I won't promise shortcuts or one-size-fits-all fixes. I promise a process that works because it respects both sides of the bridge.
Proof in the Partnership
Proven Method.
Measurable Results.
My Bank-Fintech Partnership Methodology turns relationship-building into measurable results. It’s the system I’ve refined over 28 years to bridge cultures, accelerate trust, and deliver results.
Velocity
Shorter cycles and faster evaluations.
Depth
Trust that leads to repeatable, scalable partnerships.
Impact
Growth that expands beyond one deal into the ecosystem.
