We help fintechs scale.
We provide outsourced sales, business development, advice, and introductions.
Outsourced Sales
Connect with relevant prospects
Originate and close opportunities
Integral part of your team
U.S. based sales team
Business Development
Channel development
Market assessment and strategy
Introductions to valuable partners
Strategy & pricing
Tradeshow Represention
Exclusive or shared representation
Pre-event marketing and planning
Increases coverage
Reduced costs
How it works
Outsource
Sales
Partner with
Advintro
Fractional
Sales
Contract x number of days a week
Deep
Network
Proven track record
Scale
Business
Increase speed to market
Benefits
Quality introductions will reduce your sales cycle
Increase your speed to market
Share costs of sales people with other fintechs
Advintro ecosystem of complementary products
Key introductions across the globe
Turnkey U.S. based sales team
Customer acquisition, satisfaction and retention
Expertise Matters
Experienced
Sales
Professionals
Close Relationships
Experienced professionals
U.S & European expertise
Proven track record
Experienced
Professionals
Industry
Experts
Financial services
Fintech
Industry
Experts
Established
Network
Broker/Dealers
Banks & Credit Unions
Third party custodians
Software providers
Established
Network
Sample Clients
Financial Planning
Lead Generation
Customer Experience Management We Pick Up Where the CRM Ends
Take the fear out of finance.
Modernize Your Branch Bank Experience
Business Automation Platform for Wealth Management
Advisor Transcription Services
The Future of Fintech Events
Digital Wealth Solutions
Digital First Product Agency
Digital Banking Solutions & Carbon Insight
Integrated Advisor Desktop/CRMs
Helping Advisors Prioritize Client Needs
IRS Account Monitoring Individuals and Businesses
Real-Life Impact Reporting
ESG You Can Trust
Partnerships
About Us
We are a boutique firm that is driven to help innovative financial service and fintech companies scale. We provide advice, introductions and outsourced sales to speed your time to market and help you capitalize on your innovative ideas.
Founders
Wim Van Lerberghe
Paul R. Renken
Partners
Shelley Pittman
John Carlton
Brendon Cooper
Richa Sharma
Robert McGraw
David Burnham
Tom Wagner
