CRM and marketing ops for B2B fintech.
We fix the fintech plumbing between marketing and sales while respecting compliance. Clean routing, compliant lifecycle email, and a CRM that reflects how regulated deals actually progress.
Where this usually goes wrong.
Routing is manual, lifecycle stages do not match how committee deals move, and email nurture has to clear compliance so it never gets sent. Good opportunities stall in the gaps.
What changes when we work together.
- Routing that reflects real committee-led deal stages
- Compliant nurture that actually ships
- Lifecycle stages defined consistently across teams
- A CRM clean enough to report and govern from
The approach, in plain terms.
Deal-stage mapping
We map how a regulated deal actually moves, then build lifecycle stages and routing that match reality.
CRM and routing setup
Automated routing, clean stages and the fields you need for both reporting and governance.
Compliant lifecycle email
Nurture and re-engagement sequences built with compliance in the loop, so they actually get approved and sent.
Handoff and SLAs
A documented marketing-to-sales handoff with response SLAs that suit longer fintech cycles.