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Home: Welcome

BUILDING SCALE

Helping #fintechs grow FASTER

You're a B2B (or B2B2C) fintech desiring exponential growth but...

  • You have a pipeline of deals that you're nurturing but the sales cycle takes forever.

  • You have clients signed but you lose momentum during onboarding. 

  • You have clients onboarded but user adoption is slower than desired.

  • Your team is agile but your clients really operate in a waterfall environment. 

  • You have an amazing team but many lack enterprise-level experience.
  • You know you should be SaaS but every client seems to have unique needs.  

  • You know what needs to get done for you to scale but you just can't find the time.โ€‹

Home: About
Home: About

My name is Linda Wittich.
My mission is to help fintechs not just survive but to thrive!

  • I consult with early to 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. 

  • I bring sales and operational expertise from fintechs of all sizes: IBM Watson Wealth - Broadridge Processing & Inv Comm - DTCC/NSCC - Finn AI AI Chat for Banking - Doxim Client Onboarding

  • 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%

  • I launched (or helped launch) 16 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

  • 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 

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SERVICES

1

FRACTIONAL EXECUTIVE

Jumpstart your team by hiring a proven B2B fintech executive to assume full accountability for delivering results. Have me set and execute the strategies, deliver repeatable processes, and train my successor. 

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Chief Revenue Officer

  • Marketing and Messaging

  • Sales Execution

  • Client Onboarding

  • User Adoption

  • Client Success

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Chief Product Officer

  • Full Product Lifecycle

  • Client Advisory Boards

  • Product Focus Groups

  • Competitive Positioning

  • Financial Inclusion/Wellness

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Chief Operating Officer

  • OKR Culture

  • Operating Model

  • Strategic Execution

  • Managing Priorities

  • Board Presentations

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Typical Engagement Model

10-20 Hours/week

6+ Months

Monthly Fee: $10,000-$20,000

30-Day Out for Convenience

2

EXECUTIVE COACH

Elevate your leadership team through formalized training and coaching programs. Adapt industry best practices to your firm, develop strategies to tackle real-life business challenges, and establish a culture of accountability. 

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meet you where you are and all training is personalized to your needs. My goal is to help you develop the knowledge, skills, and disciplines to allow for explosive growth.  I 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.)

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In order to provide specific feedback to accelerate impact, participants will be required to roleplay or let me see them in action. I also encourage, but I do not require, joint sessions between participant and their manager. 

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Typical Engagement Model

Weekly Coaching Sessions

3+ Months

Monthly Fee: $2,000-$3,000

30-Day Out for Convenience

3

PROJECT WORK

GO-TO-MARKET ASSESSMENT

Evaluate your current go-to-market activities versus 70+ Industry Best Practices. Typically results in 5 Needle Mover ideas to address your specific growth challenges/opportunities, and a detailed report of 25+ other actions that will help accelerate growth. 

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Typical Engagement Model

4-6 weeks, ~15 hours of your time

Assessment Fee: $7,500-$10,000

Satisfaction Guaranteed!

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WORKSHOPS

Be prepared to work - I don't do lectures.  All workshops result in tools personalized to your business and at least one post-workshop consultation. Happy to create a custom workshop or choose a popular one:

  • Defining Value Propositions

  • Market Acceptance Testing

  • Creating Client ROI Calculators

  • Partnership Playbooks

  • Building Trust

  • Client Success for Tier 1 Clients

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Typical Engagement Model

1-3 Day Workshops

Workshop Fee: $2,500-$7,500

Satisfaction Guaranteed!

Top Line Focus works with the most innovative fintechs in the industry.

References and use cases are always available upon request. 

Clients
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