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Browse practical examples across revenue systems, compliance, GTM strategy, and operational excellence for Financial Services companies.
Strategic growth architecture
✓ Fractional CGO leadership for scale-ups navigating AI/data transformation and regulatory complexity.
✓ Design operating models that integrate revenue systems, compliance frameworks, and AI automation.
✓ Board-level growth strategy connecting market positioning, GTM execution, and organizational change.
Cross-functional orchestration
✓ Bridge Compliance, Product, and Sales silos for coordinated growth initiatives.
✓ Design governance frameworks that enable innovation within regulatory constraints.
✓ Align revenue goals with risk management requirements across departments.
Growth leadership
✓ For scale-ups in transition from €10M to €25M requiring strategic leadership to orchestrate marketing, sales and operations teams during the hypergrowth phase.
✓ Executive oversight across brand repositioning, multi-market GTM execution, and cross-functional alignment.
✓ Engagement spans 6-12 months, adapting through growth phases from foundation to scale.
Retention system design
✓ Map complete customer journey from onboarding through expansion and renewal.
✓ Implement cross-sell triggers based on behavioral data and life events.
✓ Build early warning systems to prevent churn in high-value accounts.
Sales cycle acceleration
✓ Identify friction points causing 6-9 month sales cycles in FinServ deals.
✓ Streamline multi-stakeholder decision processes with executive alignment frameworks.
✓ Reduce time-to-close by 30-40% through process redesign and enablement.
Revenue forecasting models
✓ Build multi-scenario revenue models incorporating pipeline, churn, and expansion.
✓ Connect CRM data with financial planning for real-time forecast accuracy.
✓ Provide Board-ready revenue reporting with variance analysis.
Data unification
✓ Consolidate fragmented data sources (CRM, transactions, compliance) into unified view.
✓ Deploy AI models for predictive lead scoring and revenue forecasting.
✓ Automate attribution tracking across marketing, sales, and customer success
Compliant Go-to-market
✓ Design marketing campaigns that meet AI Act, GDPR, and MiFID II requirements.
✓ Build approval workflows for customer communications in regulated environments.
✓ Implement audit trails for all revenue-generating activities.
Product marketing & Go-to-market
✓ Go-to-market audit and strategy for AI/B2B solutions, including positioning, segmentation, ABM, and product innovation.
✓ International launch/scale of SaaS/data products with leadership on AI strategy and compliance.
✓ Development of competitive intelligence and market landscaping for product teams.
Marketing attribution
✓ Implement attribution models tracking customer journey across marketing, events, and sales.
✓ Prove marketing ROI with revenue-linked metrics and KPIs.
✓ Optimize budget allocation based on channel performance data.
Lead generation
✓ A founder/CEO seeks external expertise to reorganize the lead generation funnel's logic.
✓ A workshop-based approach (2-6 sessions) to validate the strategy through testing and rapid iterations, before handing it over to the marketing team.
✓ This model is ideal when internal execution is strong but a lack of strategic architecture necessitates a quick external perspective.
Customer journey mapping
✓ Map complete customer lifecycle from prospect to advocate across all touchpoints.
✓ Identify drop-off points and friction in onboarding, usage, and renewal.
✓ Design interventions to improve conversion at each stage.
Operational Support
✓ Structure and optimize marketing/sales teams (RevOps, ABM, cross-team collaboration), including ComEx-level mentoring and coaching.
✓ API-first integration between CRM, marketing automation, and AI tools to ensure data compliance and traceability.
✓ Implementation of unified dashboards, KPIs, and reporting systems for Tech, Sales, Data, and Marketing teams.
Sales enablement programs
✓ Design onboarding programs covering product, compliance, and sales process.
✓ Build wikis and playbooks for tools adoption and aligning teams on messages and techniques.
✓ Implement ongoing training on new features, regulatory changes, and competitive intel.
Competitive intelligence
✓ Track competitor positioning, pricing, and product launches across FinServ landscape.
✓ Build automated battle cards for Sales with compliance-approved messaging.
✓ Monitor regulatory changes impacting competitive advantage
Partner ecosystem scaling
✓ Build referral programs with accountants, wealth advisors, and fintech partners.
✓ Design co-marketing frameworks that. comply with financial services regulations.
✓ Track partner-sourced revenue with proper attribution and commission structures.
Accelerate market entry
✓ A company is entering a new vertical and needs a go-to-market plan.
✓ The Fractional CMO leads a 6-week sprint covering ICP validation, messaging, channel mix, and campaign sequencing, then hands off the plan to the internal team.
✓ Best for: One-off, clearly scoped initiatives with a defined start and end.
Training & Upskilling
✓ Training sessions on “AI in Marketing,” prompt engineering, automation, and applied AI for managers and teams.
✓ Digital onboarding workshops, change management, and adoption of new tools (CRM, CDP, AI platforms).
✓ Best for: Mid-sized companies (€2M-€30M+).
Investor pitch-ready
✓ A startup preparing for a major investor meeting books two days with a Fractional CMO to sharpen its GTM narrative, fix positioning gaps, and stress-test its pitch with a marketing lens.
✓ Intensity without commitment, which is ideal when speed matters more than continuity.
✓ Best for: High-impact, focused work, often for pre-launch or prep scenarios.
On-demand CGO/CMO
✓ A tech services SME with an ARR between $1M and $20M has a small team and no dedicated marketing manager.
✓ 2-3 days/week support needed to assist the CEO and drive marketing strategy and positioning, or manage campaigns and freelancers.
✓ Recommended for: full marketing management, from strategy to team supervision.
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