Revenue and growth strategy with experienced leadership behind it.
Maven Advisory works with fintechs selling to banks and credit unions on the revenue, growth, and go-to-market strategies that help them build stronger businesses.
Depending on what you need, Maven can step in as a fractional leader, an ongoing strategic advisor, or a partner for a focused strategic project.
CORE SERVICES
Fractional Revenue & Growth Leadership
Sometimes you need more than an advisor. You need an experienced revenue leader who can step into the business, help set the strategy, and stay involved as the team puts it into practice.
Maven provides fractional revenue and growth leadership for fintechs that need senior support without adding another full-time executive.
The work is shaped around the needs of the business and may include revenue and growth strategy, sales leadership, go-to-market strategy, pipeline and forecasting, market expansion, RevOps, partnerships, and sales and marketing alignment.
Fractional leadership may be a good fit when you are
Building or changing your revenue strategy
Growing beyond founder-led sales
Entering a new market or segment
Trying to improve pipeline quality, conversion, or forecasting
Building the structure, team, and systems needed for the next stage of growth
Looking for experienced leadership across sales, marketing, and revenue without hiring a full-time executive
CORE SERVICES
Strategic Advisory
You may already have the team to do the work but want an experienced revenue leader at the table as you make important decisions.
Maven works directly with founders and leadership teams as an ongoing strategic advisor, helping them think through revenue, growth, sales, and go-to-market priorities with the financial institution market in mind.
Advisory can cover everything from evaluating a new opportunity or pressure-testing a strategy to working through pipeline, positioning, pricing, sales challenges, market expansion, partnerships, hiring, and where to focus next.
The goal is simple, you have someone who understands fintech, understands how banks and credit unions buy, and can help you make better decisions as the business grows.
CORE SERVICES
Strategic Projects
Sometimes there is one specific problem that needs to be solved before anything else can move forward.
Maven offers focused strategic engagements built around a defined revenue, growth, or go-to-market challenge.
Projects may include:
Go-to-market strategy
Revenue and growth planning
ICP and market segmentation
Positioning and messaging
Sales strategy and process
Pipeline and revenue assessment
Market expansion
Sales and marketing alignment
RevOps strategy
Event and market strategy
The scope is based on the problem you’re trying to solve rather than a predetermined package or process.
ADDITIONAL SERVICES
Strategy is only useful if you can put it into practice.
Some fintechs have the strategy but do not have the internal resources to execute every part of it.
Maven can extend an engagement with additional support across marketing, lead generation, business development, and social selling.
These services are delivered with experienced partners and specialists based on the needs of the engagement, with Maven helping keep the work connected to the broader revenue and growth strategy.
Marketing
Execution
Turn the strategy into consistent marketing activity that supports the business.
Support may include content, campaigns, event marketing, customer marketing, email, digital marketing, and other execution based on the strategy and goals.
Lead Generation &
Business Development
Build a more focused approach to reaching the banks, credit unions, partners, and prospects that matter.
Support may include target account development, prospecting, outbound campaigns, partnership outreach, and business development activity.
Social
Selling
Use LinkedIn as part of the sales strategy rather than treating it as a separate marketing channel.
Maven can help with social selling strategy, executive and founder positioning, content direction, prospect engagement, and outreach designed to support real sales conversations.
Selling into financial institutions comes with a different set of challenges. Buying cycles are long, decisions involve multiple stakeholders, and what works in another B2B market does not always translate.
Maven brings experience from both sides of that relationship to the revenue and growth decisions fintech leaders are making now.
Built for fintechs selling to banks and credit unions.
Whether you need fractional leadership, ongoing strategic advisory, a focused project, or additional execution support, we can start with what’s happening in the business today and determine where Maven can be most useful.If you need fractional leadership, strategic advisory, or help solving a specific revenue, growth, or go-to-market challenge, let’s talk.
Ready to move forward?
Maven Advisory helps B2B fintechs sell to banks and credit unions in the United States through fractional revenue and growth leadership, strategic advisory, and go-to-market strategy.
And if you’re tired of generic buzzwords and want insights from someone who’s lived it…
