Enabling you to grow FASTER.
Your mission is to help more people live better financial lives.
You currently have banking clients but user adoption is slower than desired.
You have an amazing team but many lack enterprise-level experience.
You have pipeline of deals that you're nurturing but the sales cycle takes forever.
You know you should be SaaS but every client seems to have unique needs.
Your team is agile but not your clients. You struggle to manage implementations.
You know what needs to get done for you to scale but you just can't find the time.
My name is Linda Wittich.
My mission is to improve financial inclusion by helping FinTechs thrive.
I've worked at FinTechs of all sizes: IBM Watson Wealth - Broadridge Processing & Inv Comm - DTCC/NSCC - Finn AI AI Chat for Banking - Doxim Client Onboarding
I've been accountable for sales results: Sales CAO for $2B business - SVP Sales - Canada to USA - Global Banks/BDs -Tier 2/3: Community Banks, CUs, RIAs - Partnerships
I delivered relevant solutions: Virtual Agents - Robo/Hybrid Advisors - AML/Fraud/KYC/ Collusion Detection - Life Event/Product Predictions - Regulatory Monitoring - Client Onboarding - Correspondent Clearing - Trade Processing - Investor Communication
I provide you the tools & templates: Go-to-Market Pricing - Competitive Landscape - Sales & Onboarding Playbooks - Sales Forecasting - Deal Reviews - Stakeholder Maps - Value Proposition - RACIs - RAIDs - Hybrid Agile Project Plans - Priority Setting
Consider me to be an extension of your leadership team.
My preference is to start with a small initial project so we can get to know each other.
Typically this is an assessment of your current product, operations; an advisory session, or a specific deliverable.
Strategy & Execution
Manage people and business objectives to help you operate at scale: Sales Leadership, Client Implementations, Product Roadmap, Client Success.
Consultant: ~20 hrs/week
Advisor: 5 hrs/week
Assessments & Tools
Deliver data, templates and tools: Target Marketing, Sales Process & Enablement, Pricing, Contracts, Value Proposition, Org Structure, Comp Plans, Partnerships.
Consultant: Based on SOW
Advice & Training
1:1 program customized to your specific needs. Program includes advice and training in regard to Go-to-Market Plan, Pipeline Cadence and/or Deal Strategies.
Advisor: 1-2 hrs/week; 10 weeks
"When you focus on Top line, you usually have more money to spend on innovations, or acquiring new clients and increasing sales.
It frees your mind to come up with awesome new ways to increase your business and keep it one step before your competition."