Selling to FIs
Fintech founders know how to talk about their product. But when it’s time to talk to banks or credit unions, the message often falls flat.
The Challenge
It’s either too technical, too vague, or too startup-y.
The result? Confused buyers, stalled deals, and missed opportunities.
The real challenge is crafting messaging that connects your value proposition to the outcomes financial institutions care about and delivering it in a language that resonates with them.
The Maven Approach
I work with fintech teams to translate their value into language FIs understand and care about. That starts with getting clear on the buyer, the real pain points, and what drives decisions inside the FI.
What we focus on:
01.
Defining the right FI segment and buyer persona
02.
Clarifying positioning based on pain, not just features
03.
Crafting sales messaging that answers "Why now?" and "Why us?"
04.
Building outbound playbooks that lead to actual conversations
05.
Coaching founders and teams on how to own the conversation
The Outcome
After working with Maven Advisory, fintech founders walk into FI meetings knowing exactly what to say and what not to.
Clients have:
Landed pilot conversations with target credit unions and community banks
Reworked decks and email copy that actually get responses
Improved conversion from intro calls to second meetings
Built confidence in handling objections around compliance, cost, and implementation
Andy Kalmon
Founder & CEO, Benny
Working with Angi completely changed my approach as a founder seller. She helped me blend structure with storytelling, tightening our messaging, refining our outreach, and coaching me to lead calls with confidence and clarity. She also helped us shape our pricing, outline next steps that move deals forward, and build an implementation plan that works for both sides. We’re now seeing real traction with financial institutions we never expected to hear from.
Build sustainable growth through go-to-market strategies backed by both buyer and seller insights.