Revenue systems for Financial Services
Expertise across FinTech, Rating Agencies, Banking, and Tech services navigating MiCA, PSD2, ESMA & AI Act compliance.
FinTech
Rating Agencies
Banking
Tech & SaaS
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
Cross-Border Payments
US
MX
Revenue Office
Sales
Mktg
CS
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
Crowdfunding
Rest.
Food
Agri
Behavioral Data
Wallet
Loyalty
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
Algorithmic
Capital
Invoice
Equip.
SME Financing
WC
Inv
Eq
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
ESMA Compliance
MME
EMEA
Intel
2,400+ Companies
France
Germany
ES
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
Compliance
Framework
AML
KYC
DOJ
Banking Tech
BofA
Rappi
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)
8 Currencies
USD
EUR
MXN
Financial Services
Loans
Micro
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
AI Automation
85.7%
60/week
Lead Generation
24.9%
76
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