Revenue systems for Financial Services
Expertise across FinTech, Rating Agencies, Banking, and Tech services navigating MiCA, PSD2, ESMA & AI Act compliance.
Revenue systems for payment platforms, lending solutions & digital wallets navigating MiCA, PSD2 & AI Act compliance.
Chiib (Mexico/USA)
Remittances and international payments platform (Banco Base spin-off).
Challenges addressed
- New venture GTM strategy for bank spin-off
- Product positioning in competitive remittances market
- Business development framework for cross-border payments
- Regulatory navigation for international money transfers (US-MX)
Results delivered
- Led business development and GTM strategy as Project Lead
- Defined product positioning for remittances and international payments
- Established partnership framework for cross-border operations
- Launched platform under Banco Base corporate backing
Shopper (Mexico)
Payment, inventory & operations management platform (GoNet spin-off).
Challenges addressed
- Post-spin-off go-to-market strategy undefined
- Revenue operations non-structured
- Team fully remote during Covid (process + culture alignment)
Results delivered
- 306% YoY sales growth through structured revenue strategy
- 54% uplift in MQLs via data-driven marketing optimization
- 128% increase in conversion rates (sales enablement + playbooks)
- Built 25-person Revenue Office (Sales, Marketing, Customer Success)
Foodraising (France)
Specialized crowdfunding platform for restaurant & food ventures.
Challenges addressed
- Zero-to-one fintech venture creation in regulated environment
- Investor pitch and seed funding acquisition strategy
- Platform-market fit for thematic crowdfunding niche
- Alternative financing positioning vs. traditional bank loans
Results delivered
- Raised €230K seed funding (HEFED Group + Bpifrance, 2016)
- Built fintech platform connecting restaurants with funding partners
- Pioneered thematic crowdfunding specialization model
- Created alternative financing channel for food industry entrepreneurs
Gualet (Mexico)
Digital wallets & loyalty programs powered by behavioural data (Farmacias Guadalajara spin-off).
Challenges addressed
- GTM strategy for pharmacy chain spin-off loyalty platform
- Behavioural data integration for personalized rewards
- Digital wallet positioning in competitive Mexican market
Results delivered
- Oversaw business development and GTM strategy
- Defined product positioning for wallets, loyalty programs & debit accounts
- Established financial services framework for retail pharmacy vertical
LendInc (Mexico)
SME lending platform with algorithmic credit assessment (spin-off CONTPAQi).
Challenges addressed
- GTM strategy for accounting software spin-off lending arm
- Algorithm-based credit assessment positioning vs. traditional banks
- Product differentiation across working capital, invoice & equipment financing
- SME access to credit facilitation in underserved market
Results delivered
- Oversaw business development and GTM strategy
- Defined financing product positioning
- Established algorithmic-based credit assessment framework for SME growth
- Created alternative credit access channel for underserved businesses
Avanttia (Mexico)
Algorithmic SME financing for working capital & equipment.
Challenges addressed
- Competitive positioning in crowded SME lending market
- Algorithm-driven credit decisioning differentiation
- Multi-product GTM (working capital, invoice, equipment financing)
- Business development framework for alternative credit provider
Results delivered
- Oversaw business development and GTM strategy
- Defined product positioning for algorithmic credit assessment
- Established business development protocols for SME client acquisition
Revenue architecture for rating agencies navigating ESMA compliance, ESG reporting mandates & credit analysis.
S&P Global Ratings (France/UK)
Global credit rating agency (ex Standard & Poor's) - European product launch & competitive intelligence.
Challenges addressed
- European market entry for Mid-Market Evaluation (MME) ratings product
- Competitive positioning vs. established CRAs in EMEA
- ESMA regulatory compliance for new rating methodology
- Market intelligence gathering for strategic product decisions
Results delivered
- Conducted competitive research for European markets reports
- Contributed to European product launch of Mid-Market Evaluation (MME) ratings
- Built ESMA compliance framework for rating methodology
- Established market outreach protocols for EMEA region
- Provided competitive intelligence informing product roadmap
EthiFinance (France, Germany, Spain)
ESG & credit rating agency authorized by ESMA covering 2,400+ European companies.
Challenges addressed
- Cross-border marketing transformation across 3 European markets
- Disconnected marketing, product, and sales teams
- No unified CRM or marketing automation infrastructure
- Limited visibility in competitive ESG and credit rating segments
Results delivered
- 412% web traffic growth, 582 MQLs, 93% conversion rate
- Deployed Salesforce CRM + Pardot CDP with AI-powered personalization
- Built API-first GTM infrastructure ensuring GDPR compliance and audit trails
- Restructured 6-person marketing team with optimized budget allocation
- Created vertical-specific playbooks for ESG, credit rating & Financial Services
- Delivered Sales & Marketing enablement program (2-day workshops, 1-1 acceleration program, knowledge hub)
Revenue systems for retail, commercial & corporate banks navigating Basel III, PSD2 & digital transformation while managing financial crime risks.
HSBC (Mexico)
Retail and commercial banking - Compliance transformation program
Challenges addressed
- Money laundering prevention system improvements required by regulators
- Cross-functional compliance program across regional operations
- Internal controls strengthening under independent auditor supervision
- US DOJ (Department of Justice) compliance requirements
- KYC policies implementation and oversight
Results delivered
- Led 75-person cross-functional team - Financial Crime Risks
- Improved anti-money laundering systems across regional operations
- Strengthened internal controls under independent auditor supervision
- Implemented adequate compliance systems and oversight mechanisms
- Revamped compliance procedures prioritizing ethical conduct
- Established US DOJ compliance framework and KYC policies
GoNet Technology Services (Mexico)
IT services for banking sector - Clients: Bank of America, RappiBank, RappiPay.
Challenges addressed
- Scaling growth infrastructure during company expansion phase
- Lead generation and market expansion for banking services
- Cross-team campaign coordination in multi-client environment
- Board-level digital transformation advisory
- Analytics adoption and process optimization
Results delivered
- Company acquired by Orion Innovation (2021) - validating growth infrastructure built
- Launched cross-team growth campaigns increasing lead acquisition by 400% in 6 months
- Advised Board on digital transformation, process optimization, and analytics adoption
- Drove lead generation and market expansion for banking technology services
BancoBase (Mexico)
Corporate banking - Currency management & international payments specialization.
Challenges addressed
- GTM strategy for corporate banking spin-off (Chiib)
- Multi-currency account positioning (8 currencies)
- Cross-border transfer competitive differentiation
- Financial planning and FX risk management services
Results delivered
- Lead business development and GTM strategy for Chiib (money transfers)
- Established cross-border transfer specialist positioning
- Developed frameworks for managing foreign exchange risk (FX)
Metafinanciera (Mexico)
Financial services technology platform - Loans & microcredits (GoNet Technology Services subsidiary).
Challenges addressed
- Growth initiatives for lending technology subsidiary
- Market expansion in competitive Mexican lending landscape
- Positioning group vs. individual loan products
- Quality of life financing messaging for underserved segments
Results delivered
- Oversaw growth initiatives as CGO for GoNet Technology Services subsidiary
- Expanded market presence in the Mexican consumer finance market
- Positioned microcredit offerings for quality of life improvement
- Integrated lending subsidiary into broader GoNet growth infrastructure
Growth systems for digital service providers, cybersecurity firms & SaaS platforms scaling customer support, lead generation & operational efficiency.
Liligo (France/Spain)
Travel metasearch platform, customer support automation.
Challenges addressed
- High volume of repetitive customer support requests
- FTE capacity allocation inefficiency in customer service
- Manual processing of routine travel booking inquiries
- Scaling support operations without proportional headcount increase
- Response time optimization for competitive travel metasearch market
Results delivered
- Built customer support automation cutting 85.7% of repetitive tasks
- Automated 60 weekly requests through intelligent routing and response systems
- Reallocated 5 hours weekly FTE capacity to high-value customer interactions
- Implemented machine learning classification for inquiry triage
- Reduced response time while maintaining customer satisfaction metrics
Nuub (France, Spain)
Digital services provider - Cybersecurity & infrastructure solutions.
Challenges addressed
- Low response rates in competitive cybersecurity market
- Manual outbound prospecting inefficiency
- Demo booking conversion optimization
- Targeted automation for technical B2B audience
- Pipeline velocity acceleration for digital services
Results delivered
- Designed lead generation system delivering 24.9% response rate
- Generated 76 qualified demos in 2 months through targeted automation
- Built multi-channel outreach sequences for cybersecurity positioning
- Implemented response tracking and optimization framework
- Achieved 3x industry average response rate for technical services outbound