Types of clients we serve
Fintechs
We help Fintechs achieve their goals of capturing customers and massifying their portfolio, even if most companies are not aware of the innovative solutions they offer.
Industry Challenges - Fintechs face significant challenges in winning new customers in a highly competitive and regulated market, but with an effective prospecting strategy, it is possible to overcome these obstacles and expand the business base.
Some of the key challenges include:
- Fierce competition: The fintech market is highly competitive, with many companies offering similar services. To stand out, fintechs need to offer innovative and differentiated solutions.
- Regulation: fintechs are subject to financial industry regulations, which can increase costs and make the process of obtaining licenses and permits more difficult.
- Security: Since fintechs handle sensitive financial information of customers, they need to invest in security to protect their users' data. Failures in this aspect can affect the credibility of the company and harm new customer acquisition.
- Market access: some fintechs have difficulties in reaching their target audience, especially in markets where the use of financial technology is still not widespread.
- Financial education: in many cases, fintechs need to educate customers about the services offered and the advantages of using digital financial solutions rather than traditional methods. This may require investment in marketing and advertising.
PaP B2B prospecting can help solve these challenges
- Markets with low competition: PaP can help fintechs identify under-exploited niche markets where competition is lower, allowing companies to stand out by offering innovative and differentiated solutions. In addition, PaP's active prospecting can help identify potential customers who are dissatisfied with competitors' services, creating business opportunities.
- New markets: PaP can help fintechs expand their customer base by identifying new business opportunities and opening doors for the company to establish itself in new markets. With a well-defined prospecting strategy, it is possible to reach potential customers who are willing to adopt digital financial solutions.
- Prospect education: PaP can help fintechs educate customers about the services offered and the advantages of using digital financial solutions instead of traditional methods. Through active prospecting, you can identify prospects who are not yet familiar with the solutions offered by your fintech and offer relevant information to help them make the decision to adopt these services.
Best segments to prospect for Fintechs
Now that we have talked about the challenges faced by consulting firms and how active prospecting can help overcome them, let's list the 5 best market segments for prospecting in this area.
- Small businesses: small businesses often face challenges in obtaining credit from traditional banks, which can create a demand for alternative financial solutions offered by fintechs.
- Startups: Startups usually have a lean structure and are looking for agile and flexible financial solutions to meet their working and investment capital needs.
- Self-employed professionals: self- employed professionals, such as freelancers and individual entrepreneurs, need financial solutions that adapt to their needs and offer convenience and agility in managing their finances.
- Individual Microentrepreneurs (MEIs): MEIs are a category of individual entrepreneurs who have specific financial management needs and can benefit from digital financial solutions that offer simplicity and convenience in their financial operations.
- E-commerce sector: the e-commerce sector is a growing market that requires efficient and secure payment solutions. Fintechs can offer solutions that meet the specific needs of this market, such as ease of integration with e-commerce platforms and acceptance of various payment methods.
Each of these segments presents unique opportunities for fintechs, which can use active prospecting to identify potential customers and create customized solutions to meet their needs. With a well-defined prospecting strategy, it is possible to win new customers and expand the fintechs' business base.
Don't let market challenges stop your fintech from growing. With our B2B corporate prospecting strategy, we can help your company win new customers and stand out in the market.
Get in touch and find out how we can boost your business.
Companies in the Fintechs segment
Fintechs are companies that use technology to offer financial services in an innovative and differentiated way. Some of the companies that can be considered in the fintechs segment are:
E-payment companies: offer online and mobile payment services, such as bank transfers, bill payments, and online store purchases.
Loan and financing companies: offer loans and financing in an agile and personalized way, using credit analysis and scoring technologies.
Online investment companies: they offer online investment platforms, allowing investors to invest in different types of financial assets, such as stocks, funds, and bonds.
Financial management companies: offer applications and services that help people manage their personal finances, control their spending, budget, and save money.
Cryptocurrency companies: they offer services for buying and selling cryptocurrencies such as Bitcoin and Ethereum, and trading platforms for these assets.
Digital insurance companies: offer insurance services for different types of risks, such as auto, home, and health, using risk analysis and online insurance contracting technologies.
Pension plans (private companies): offer pension plans that are complementary to public pension plans. They allow the client to save resources over time, with the objective of guaranteeing future income. There are open and closed plans, and different modalities such as PGBL and VGBL.
Exchange Brokers: offer various foreign currency-related services such as converting from one currency to another at a specific exchange rate, sending and receiving international remittances, making international payments, and offering prepaid cards in foreign currency