The 4-phase engagement

Payments & Fintech Partnerships

Partnership strategy for modern payments ecosystems across cross-border, embedded finance, treasury, and orchestration.

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12wk
Time to first pipeline
10-25
Priority partners engaged
4
GTM motions activated
100%
Operator-led delivery
/01

How the engagement runs

P1

Diagnose

We assess where you are today in payments & fintech partnerships — current partners, motions, gaps, and the highest-leverage moves for 2025-2026.

P2

Design

We translate the diagnosis into a working plan: segmentation, partner targets, program design, incentives, and the operating cadence.

P3

Build

We stand up the assets, integrations, and enablement that make the program real — PRM, co-sell motion, marketplace plays, and partner-facing materials.

P4

Activate

We drive recruitment, co-sell, and joint GTM with priority partners so the program ships measurable pipeline, not slideware.

/02

Scope of work

Strategy & program design

  • +Partner ecosystem map and prioritization
  • +ICP and partner segmentation
  • +Program structure, tiers, and economics
  • +Operating cadence and governance
  • +Success metrics and attribution
  • +90-day execution roadmap

Platform & integrations

  • +PRM selection and configuration
  • +CRM, marketplace, and data integrations
  • +Reporting dashboards and pipeline visibility
  • +Deal registration and co-sell workflows
  • +Partner portal and onboarding flows
  • +Security, contracting, and compliance

Recruitment & activation

  • +Target partner identification and outreach
  • +Co-sell motion design with hyperscalers and platforms
  • +Joint offers, packaging, and pricing
  • +Marketplace listing and private offers
  • +First-cohort onboarding and enablement
  • +Field alignment with sales and CS

Enablement & operations

  • +Partner playbooks and sales kits
  • +Technical and product training
  • +Marketing collateral and co-marketing assets
  • +QBR and partner success cadence
  • +Performance reviews and tiering reviews
  • +Ongoing operator-led program support
/03

12-week trajectory

WEEK 01

Weeks 1-2: Discovery & assessment

Kickoff, stakeholder interviews, ecosystem and competitive mapping, and a clear read on where leverage is hiding.

WEEK 03

Weeks 3-4: Strategy & priorities

Define ICP, partner segmentation, motion priorities, success metrics, and the operating model required to deliver them.

WEEK 05

Weeks 5-6: Build & enablement

Stand up the program assets, integrations, partner-facing materials, and the internal enablement to support them.

WEEK 07

Weeks 7-10: Activate & co-sell

Launch partner outreach, co-sell motions, and joint GTM execution. Pipeline starts moving.

WEEK 09

Weeks 11-12: Measure & iterate

Track partner-sourced pipeline, retention, and expansion. Tighten what works, kill what doesn't.

/04

What you walk away with

01

Partner map across banks,

Partner map across banks, fintechs, processors, and platforms

02

Commercial model and co-sell

Commercial model and co-sell strategy for priority partners

03

Integration roadmap for ERP,

Integration roadmap for ERP, marketplace, and API stacks

04

GTM plan for real-time,

GTM plan for real-time, stablecoin, and AI payment offers

05

Partner-sourced pipeline

A measurable book of partner-influenced and partner-sourced deals tied to revenue, not anecdotes.

06

Repeatable motion

An operating system your team can run independently — not a deck that goes stale.

Ready to operationalize Payments & Fintech Partnerships?

Let's discuss how Payments & Fintech Partnerships fits your ecosystem and what the first 90 days look like. Schedule a 30-minute call with an operator — no pitch, just a working conversation.

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