For Fintech Companies

We Know Your Buyer Because We Advise Them

Most fintech marketing teams build personas from CRM data and conference panels. We build ours from sitting across the table from CFOs, controllers, and AP managers — diagnosing their actual problems, in their actual workflows.

That’s the difference between content that sounds right and content that converts.

What We Do for Fintech Vendors

Product Positioning & Messaging

• ICP definition grounded in real buyer behavior (not aspirational TAM slides)
• Competitive differentiation that holds up in a bake-off
• Messaging frameworks for sales, marketing, and product

Go-to-Market Strategy

• Segment prioritization — which verticals and company sizes to attack first
• Channel strategy for mid-market B2B (hint: it’s not PLG)
• Launch planning for new products and features

Sales Enablement

• Battlecards built from actual competitive experience
• Objection handling guides rooted in buyer psychology
• Demo scripts and talk tracks for specific personas (CFO vs. AP Manager vs. IT)

Content & Thought Leadership

• Blog posts, white papers, and email sequences that speak the buyer’s language
• Webinar and event content strategy
• Analyst and influencer relationship guidance

Why Us

• 20+ years in B2B payments and AP automation — we’ve evaluated hundreds of products from the buyer side
• Founded and ran PayStream Advisors — the leading research firm in this space
• Product leadership at Paymentus and Corpay — we’ve been in your shoes, building and selling
• Active advisory work with operators — we hear what your buyers actually say when vendors aren’t in the room

---