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FINTECH & FINANCE

From neobanks to traditional firms, we help fintech and financial brands launch personalized outreach campaigns, B2B or B2C, powered by AI, automation, and human SDRs.


Increase your sales pipeline

The primary reason for inconsistent growth is the lack of steady conversions at the upper funnel, specifically in turning leads into qualified meetings.

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Latinx B2B Fintech

B2B

Discover how our solutions can generate qualified meetings with enterprise and business accounts for your organization.

 

Latinx B2C fintech

B2C

Learn the perfect bridge to convert your investment from marketing into real meetings for your sales team

IH5

Partnership

Grow your partnerships to establish a steady stream of referrals and new business opportunities.

B2B

 

Your Ideal Client Might Be One Of These 

  • Company type: SMB's, SaaS/subscription businesses, marketplaces, logistics, wholesale, healthcare, professional services, multi-entity companies, etc..

  • Size & complexity: 50–2,000 employees, multi-currency, multi-entity, growing invoice or payment volumes.

  • Stack signals: NetSuite / SAP / QuickBooks, AP/AR tools (Bill, Coupa), Stripe/Adyen, ERPs in migration.

  • Triggers we watch: new funding, cross-border expansion, rising chargebacks, long DSO, audit pressure, ERP change

 

B2B Fintech
We know the complexity around finding, approaching and qualifying business opportunities from your industries. Let us build your perfect GTM strategy and fill your sales team calendar with real qualified meetings.
 
Who we target inside each one of your accounts:
  • Economic buyers: CEO/Business Owner, CFO, VP Finance, Head of Payments/Treasury

  • Finance ops: Controller, AP/AR leaders, Shared Services

  • Risk & compliance: Compliance/AML, Fraud/Risk Ops

  • Tech: CIO/CTO, RevOps/Finance Systems, ERP owners

 

What they care about (so the message lands)
  • C-Level: clear payback, lower fees, faster cash (DSO↓)

  • Controller / AP/AR: fewer manual steps, faster close, fewer errors

  • Treasury: liquidity visibility, FX/fee control

  • Risk / Compliance: audit-ready, fewer false positives

  • Tech: clean integrations, security, low lift for the team

 

B2B Fintech Process Map

B2C

 

The Perfect Bridge Between Your Marketing & Sales Team  

Turn your marketing leads into qualified sales opportunities with speed and precision.
  • Instant engagement: Every phone inquiry is answered live, ensuring no lead goes cold.

  • Fast follow‑up: All form submissions receive a response within 30 minutes or less.

  • Full visibility: Easily track conversion rates, lead quality, and performance across your marketing and sales teams.

  • Increase Pipeline: You will get your own department of designated SDR's that will fill your sales team calendar with real qualified meetings
B2C Fintechs

Eternal battle between marketing and sales? 

Marketing and sales teams often find themselves at odds when performance falls short.

Marketing generates a steady flow of leads, but when the closing rate is low, the blame game begins:

  • ❌ Sales teams say the leads are unqualified.
  • ❌ Marketing insists the sales team isn’t following up and closing properly.

But what if there was a clear, data-driven bridge between the two?


What if you had a specialized department, enhanced with AI, that handles every lead from marketing, reaching out at the right time, following up consistently, handling objections, delivering real value propositions, and qualifying prospects before setting an appointment for the sales team?

That’s exactly what Latinx Revops provides:


✅ A seamless connection between marketing and sales.
✅ AI-driven lead qualification & human engagement.
✅ Sales-ready meetings with high-intent buyers.


No more guesswork. No more wasted leads. Just real opportunities that fuel revenue growth.

Partnerships

 

Expand your partnership network and get more referrals   

Reaching high volume of clients sometimes require for you to establish partnerships with Key Players: 

  •  ISO Partnerships
    • Build your ISO channel fast.
      We identify, vet, and activate Independent Sales Organizations that already sell to your target segments. 
  • Referral & Channel Alliances
    • Trusted voices, warmer pipelines.
      We partner with players who already influence your ICP: consultancies, accountants, industry associations, creators, and community hosts, to deliver qualified intros
  • Embedded-Finance Distribution (vertical SaaS, ERPs, marketplaces)
    • Put your financial product inside the software your customers already use (industry SaaS, ERPs, marketplaces). Instead of dragging buyers to a bank/fintech website, your account, payments, lending, or treasury feature appears in-flow right where the work happens
  • BaaS & Sponsor-Bank Partner Sourcing
    • We match your use-case to the right sponsor bank/BaaS platform and get you in the room with decision-makers fast, so you can launch and scale with confidence
Partnerships Fintech
If you are considering alternative partnership opportunities, we are prepared to assist. Please share your objectives, and we will work collaboratively to develop a solution tailored to your needs.

We can also help you

Tap Into a New High Growth Market

Why not expand to the spanish speaking market? 

Our fully bilingual team can help you tap into the Latino industry

Consider this: 19% of the US population is Hispanic. That's a massive consumer base of over 62 million people. And the opportunity is in more than just consumers. There are 3.3 million Latino small and medium business owners in America. Furthermore, the market is highly concentrated: 62% of Latinos in the US are Mexicans, totaling 38.5 million. Partner with our fully bilingual team and start growing your business today

 

Latinx world Map
📊 Chartgraph

19% of US population is Hispanic.

 

 

📊 Chartgraph  (1)

62.1 million # of Hispanic population in US.

 

📊 Chartgraph  (2)

3.3 million are Latino SMB Out of the 30.5M business owners in America

Let Us Help You Reach Your Quota

Every business needs new revenue streams. Partner with a specialized team that understands your complex sales cycle and helps you set in-person or video appointments with your ideal customers.

Explore How We Can Fill Your Pipeline