Where the deal gets done

Helping fintechs
sell into banks

Not theory. Execution.Community and regional banks don't buy like enterprise customers. They buy on trust, relationships, and risk-controlled outcomes. Next Arc Advisory helps fintech companies build the strategy, messaging, and sales infrastructure to close that gap.

Services

The work we do together

Every engagement is scoped to where the leverage is highest. Some companies need a clean market entry build. Others need to fix what's already in motion. Most need both strategy and execution, not one or the other.

Market Entry

Bank Market Entry Sprint

For fintechs entering the community bank market for the first time. Covers ICP definition, regulatory readiness assessment, pilot structure, pricing and packaging for bank buyers, and initial distribution strategy. Built to compress months of trial-and-error into weeks of structured work.

Sales Enablement

Sales Enablement Build

A full audit and rebuild of your banker-facing sales infrastructure. Messaging audit, banker buyer persona development, objection handling framework, talk track library, and sales deck development. Designed for all the right rooms.

GTM Strategy

GTM Strategy Engagement

For companies at an inflection point: post-seed, pre-Series A, or after initial traction plateaus. Full go-to-market strategy including channel model, partner and distribution design, competitive positioning, and a sequenced 90-day activation plan.

Fractional

Fractional Operator

An ongoing senior operator embedded in your partnerships and distribution motion. Pipeline management, bank relationship strategy, deal coaching through vendor management and procurement review, partner program design, and thought leadership. The best structure when you need more than a project.

Content

Content & Thought Leadership Retainer

Bank buyers read. A consistent content presence written from an insider's perspective on community banking builds credibility ahead of the sales conversation. Monthly production of LinkedIn content, long-form articles, and banker-facing thought leadership anchored in your positioning.

About

The insider advantage

I spent years inside the community and regional bank ecosystem, managing relationships with 200+ institutions, evaluating products across a 50+ company portfolio, and sitting in the rooms where banks decide whether to move forward with a vendor.

That experience is the foundation of Next Arc Advisory. I know how community bank CFOs and COOs evaluate vendors. I know what kills deals in vendor management review. And I know the difference between messaging that sounds right to a fintech team and messaging that earns a meeting with a bank executive.

The work is always a hybrid of strategy and execution.

200+ community and regional bank relationships managed
50+ company fintech portfolio across GTM, distribution, and bank partnerships
Deep experience with vendor management, TPRM, and procurement review
$100M to $50B in assets: community banks through regional institutions
Get in touch

Let's talk about where you're stuck.

The best starting point is a 30-minute conversation. Tell me where your bank market strategy is breaking down and I'll tell you whether and how I can help.