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Patron Saint of Fintech

Enterprise technology sales & GTM. Strategy for bank and credit union executives.

For Banking Executives

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For Revenue and GTM Executives

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Recent Posts

  • Empty boardroom at dawn, dark table and chairs set for a meeting, city skyline beyond the glass.
    The Standard
    Every sales organization has a number. Very few set a standard. What an executive-level seller holds when no one is checking — ownership of the book, the process, and how the firm shows up.
  • Two phones side by side. Left: a branded First Community Financial app with balances, a spending chart, and a pre-approved auto-loan offer. Right: a generic AI chat that only confirms “Sent $30 to Sarah.”
    BYO AI Is Not What’s Next in Digital Banking
    BYO AI will happen. It should not be the next experience you fund. If the front end is somebody else’s LLM, the branded experience you already paid for disappears — and the adoption curve still looks like Apple Pay, not like a vendor roadmap.
  • Make the Right Call.
    Six critical criteria for executives evaluating digital banking in the era of intelligence No technology decision you make will have a greater impact on the long-term relevance and competitive posture of your institution than the digital banking system you select next. Your team will still dig into features, functionality, and process. That’s their focus. Yours…

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