407.873.8831
BUILDING SCALE
Helping #fintechs grow FASTER.
You're a B2B (or B2B2C) fintech desiring exponential growth but...
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You have a pipeline of deals that you're nurturing but the sales cycle takes forever.
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You have clients signed but you lose momentum during onboarding.
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You have clients onboarded but user adoption is slower than desired.
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Your team is agile but your clients really operate in a waterfall environment.
- You have an amazing team but many lack enterprise-level experience.
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You know you should be SaaS but every client seems to have unique needs.
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You know what needs to get done for you to scale but you just can't find the time.
My name is Linda Wittich.
My mission is to help fintechs not just survive but to thrive!
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I consult with mid-stage fintechs: Marstone - Digital Advice and Financial Planning, Dataline|Wodwo - AI platform for Marketing Insights and Lead Generation, WealthForge|Altigo for Simplifying Alternative Investments, QCash Financial for Processing Small Dollar Loans.
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I bring sales and revenue expertise from fintechs of all sizes: IBM Watson Wealth - Broadridge Processing & Inv Comm - DTCC/NSCC - Finn AI AI Chat for Banking - Doxim Client Onboarding
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I love taking accountability for results: As fractional CRO at WealthForge|Altigo, I grew transactions by over 50X (5000%) and client base by 15X (1500%). As interim Delivery Executive at Marstone, I reduced the median Onboarding Cycle by 60% and the onboarding of some clients by as much as 90%.
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I launched (or helped launch) 13 first-of-a-kind solutions and understand a vast array of fintech and wealthtech solutions: Virtual Agents - Robo/Hybrid Advisors - AML/Fraud/KYC/ Collusion Detection - Life Event/Product Predictions - Regulatory Monitoring - Client Onboarding - Correspondent Clearing - Trade Processing - Investor Communication - Digital Advice - Financial Planning
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I scale business operations by developing awesome tools & templates: Go-to-Market Plans - Pricing - Competitive Landscape - Playbooks for Sales, Conferences, Partnerships, Client Onboarding and Client Success - Sales Forecasting - Deal Reviews - Stakeholder Maps - Value Propositions - RACIs - RAIDs - Hybrid Agile Project Plans - Priority Setting
SERVICES
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CHIEF REVENUE OFFICER
As your CRO (Head of Sales, Client Success, Client Onboarding, Strategy and/or Marketing), I will be directly accountable for delivering results: revenue and related KPIs. I usually participate in your senior leadership team meetings and also contribute to your company initiatives around operating model, strategy, and culture - as they all directly correlate to revenue attainment.
I directly lead day-to-day activities of your revenue team members. This allows me to ensure we design impactful messaging and adopt relevant processes. Once we prove out a repeatable approach, I help you onboard my successor.
The role, responsibilities, and deliverables are defined based on your needs; they usually include quantifiable expectations for:
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Increasing Sales
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Shortening the Sales Cycle
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Reducing Client Onboarding Time to Market
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Increasing User Adoption
Typical Engagement Model
10 Hours/week
6+ Months
30-Day Out for Convenience
2
REVENUE COACH
As your Revenue Coach, I work with your team leads to develop best practices for you to accelerate your revenue attainment. In all likelihood, I'll partner with your Chief Revenue Officer, or senior-most member of Marketing, Sales, Client Onboarding or Client Success.
I'll meet you where you are and all training is personalized to your needs. My goal is to help your team member to develop the knowledge, skills and discipline to produce more faster. I'll provide training and tools but the hard work is up to you to customize them to your business and adopt them into your practice. (This isn't generic business coaching.)
Key initiatives will likely include practical recommendations and tools for you to:
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Refine the go-to-market plan
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Validate messaging
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Update collateral
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Streamline processes
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Hold clients accountable
Typical Engagement Model
Weekly Coaching Sessions
3+ Months
30-Day Out for Convenience
3
PROJECT WORK
REV PLAN RECOMMENDATIONS
Review your current go-to-market activities versus 70+ Industry Best Practices. Receive detailed ideas and recommendations on how to improve your top-line performance. Assessments are either broad-based across your entire revenue team, or can be specific to a unique growth challenge such as sales, marketing, client onboarding, or user adoption.
Typical Engagement Model
4-6 weeks
Satisfaction Guaranteed!
WORKSHOPS
Be prepared to work - I don't do lectures. All workshops result in tools personalized to your business and detailed action plans. Happy to create a custom workshop or choose a popular one:
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Defining Value Propositions
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Market Acceptance Testing
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Creating Client ROI Calculators
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Partnership Playbooks
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Building Trust
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Client Success for Tier 1 Clients
Typical Engagement Model
1-3 Day Workshops
Satisfaction Guaranteed!
Top Line Focus works with the most innovative fintechs in the industry.
References and use cases are always available upon request.
