ADVINTRO LAUNCHWORKS
The Commercialization Engine for Early-Stage Fintech
We act as your fractional GTM co-founder, building the sales infrastructure—from cold outreach systems to investor-grade narratives—that you need to secure your first pilots and seed capital.
INITIALIZE YOUR GTM STRATEGY
CORE CAPABILITIES
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🚀 GTM Strategy & ICP Refinement: We stop you from selling to "everyone." We define your Ideal Customer Profile (ICP) and the specific buying triggers that convert prospects.
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📧 Automated Outbound Engine: We handle the technical "plumbing" of sales—domain warmup, deliverability monitoring, and A/B tested copywriting—to ensure your message actually lands in the inbox.
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📊 Investor & Sales Collateral: Transforming your technical specs into commercial narratives. We overhaul your pitch decks, one-pagers, and demos to speak the language of buyers, not engineers.
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🤝 Deal Coaching & Access: Weekly pipeline reviews and pitch rehearsal sessions to prepare you for the warm introductions we facilitate.
PROJECT & PRODUCT
MANAGEMENT
Complex initiatives fail when execution, product strategy, and partnerships aren’t aligned. Diane Buckley-Altwies brings structure where organizations face scale, change, and competing priorities. As a strategic program and product leader, she helps firms turn vision into executable roadmaps, stabilize delivery operations, and ensure technology investments deliver measurable ROI. Diane doesn’t just manage projects—she builds the frameworks, partnerships, and customer success models that allow organizations to grow with confidence.
ENGAGE WITH DIANE TO DELIVER EXCELLENCE
CORE
CAPABILITIES
🔁 Strategic Program & PMO Leadership: Design and execution of scalable project, program, and PMO frameworks that improve delivery maturity, governance, and organizational alignment.
🗄️ Product Strategy & Lifecycle Management: End-to-end product management support—balancing roadmap strategy, operational stability, compliance needs, and innovation for long-term viability.
🛡️Partner & Ecosystem Management: Development and management of strategic partner relationships, including contract negotiation, integration strategy, and alternative revenue models.
BANKING
Meet Les Riedl
President – Advintro Banking
Les Riedl helps fintechs win in this environment by moving faster than the competition. With
more than 30 years of experience across fintech and banking, Les has seen firsthand how speed,
access, and execution determine which solutions become embedded inside banks—and which
stall despite strong technology.
As President of Advintro Banking, Les leads a team that accelerates go-to-market for fintechs
selling into banks. In a market where delays mean lost budget cycles, shifting priorities, and
competitors gaining ground, his team focuses on reducing time-to-revenue by opening doors
quickly, advancing real opportunities, and maintaining momentum through complex, risk-driven
buying processes.
ANALYZE YOUR MARGINS WITH LES
BANKS AND FINTECHS CHALLENGES
Banks and fintechs are operating in a market evolving faster than at any point in recent history.
Staying relevant—while managing risk, regulation, and profitability—has become a daunting
challenge.
Institutions are under simultaneous pressure from multiple fronts:
🔐 Escalating cybersecurity threats and fraud losses in an increasingly digital, always-on environment.
🤖 The need to deploy AI responsibly, balancing governance, ethics, model risk, and integration with legacy core systems
📣 Intensifying regulatory scrutiny and constantly shifting compliance expectations
🛃 Rising customer expectations for seamless, personalized, omnichannel digital experiences
⚖️ Aggressive competition from fintechs, neobanks, and non-traditional entrants racing to
gain market share
📊 Ongoing margin pressure driven by economic uncertainty, deposit competition, and
declining fee income
INSURANCE
For most Wealth Managers and Banks, insurance is a "leaky bucket." You identify the need, but you refer the revenue (and the client data) to an external broker. You are giving away 30% of your client's financial picture.
Adam Stolz builds the infrastructure that allows you to capture that value. As Advintro’s VP of Insurance, he helps firms transition from "passive referrers" to "active distributors." Whether you need to stand up a digital agency, integrate a Term Life API, or build a complex HNW insurance desk, Adam operationalizes the strategy so you own the client relationship—and the commission.
BUILD YOUR INSURANCE VERTICAL
CORE CAPABILITIES
🛡️💲 Revenue Capture Strategy: Stop sending high-value premiums out the door. Strategies to bring insurance brokerage in-house (or near-house) to capture lost margin.
⚙️ Tech-Enabled Distribution
Expertise in integrating modern Insurtech platforms (digital application, instant underwriting) directly into your advisor’s dashboard.
☂️ Holistic Planning Integration: Weaving protection products (Life, LTC, Annuities) into the financial plan so they feel like "advice," not "sales."
🏛️🏦 Agency Build-Outs: From licensing to carrier appointments—the A-to-Z playbook for launching your internal insurance subsidiary.
WEALTH / RIA
The Wealth Management industry is drowning in "solutions" but starving for integration. RIAs and Broker-Dealers are besieged by thousands of fintechs, TAMPs, and lead-gen tools—most of which become expensive "shelfware."
Advintro Wealth is the filter. We operate at the intersection of High-Velocity Fintech and Institutional Distribution. We use proprietary regulatory data (The Golden Record) to map the DNA of the RIA market, identifying exactly which firms have the specific pain points our clients solve. We don't throw products at the wall; we install revenue engines into the firms that are ready to scale.
MAP THE DNA OF THE RIA MARKET AND INSTALL SOLUTIONS THAT SCALE.
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CORE CAPABILITIES
🛜 Strategic Distribution: We shorten the sales cycle from 18 months to 3 months by bypassing gatekeepers. We bring validated, "Commercial-Ready" solutions directly to the C-suite of Mega-RIAs and Aggregators.
📚 Tech Stack Optimization: For RIAs, we curate the chaos. We identify the specific tools (Estate, Risk, Compliance, Marketing) that actually integrate with your custodian and drive organic growth.
📊Organic Growth Logistics: We deploy solutions that solve the "Organic Growth Crisis"—moving advisors from passive asset gatherers to active holistic planners
🤝 B2B Ecosystems: We build "synergy clusters." (e.g., connecting a Tax Planning software with an Estate Planning platform to create a joint offering for Family Offices).
ADVINTRO
FRACTIONAL SALES
