How to Prepare to Meet Bank Partners

Finding the right bank partner can make or break a fintech business

Oftentimes finding the right bank partner for your embedded banking program comes down to making a good impression during the first introductory meetings. To land the deal with the bank of your choice, you’ll need to be prepared to discuss your business model and compliance in terms that align with the bank’s priorities.

We are hosting a webinar to share best practices for meeting bank partners. Join us for a fireside chat with Jeff Nowicki, VP of Banking and Danny Cepin, VP of Fintech Sales.

What we’ll cover:

  • Mistakes fintechs make and how to avoid them
  • Bank priorities
  • Documentation to prepare
  • How to seal the deal

We will provide ample time for questions at the end of the discussion.