28 Years. a trusted bridge for banks & fintech

Real banking partnerships require more than a great pitch deck. They require someone who knows both worlds.

You deserve partnerships that work without slashing prices or forcing processes that don't fit your business model.

stacy smiling
stacy smiling
stacy smiling

Partnership Solutions

Building Lasting Bridges Together

Here’s what I’ve learned in 28 years of building bridges between fintech and banking: partnerships succeed when relationships begin with trust.

It’s not about clever pitches or quick wins.

It’s about aligning on vision, earning confidence, and creating partnerships that renew themselves over time—because they’re built on a foundation of authenticity, not transactions.

a visual representation on how Stacy builds lasting bridges
a visual representation on how Stacy builds lasting bridges
a visual representation on how Stacy builds lasting bridges

If This Sounds Familiar…

For Fintech Founders: Stop the "Quiet No's"

Tired of demos that go nowhere and bankers who ghost? You're building something banks need, but they keep saying no without telling you why.

You're tired of 18-month sales cycles that should take 6 months, and you don't know what you're doing wrong

You're discounting to compete with solutions that aren't even close to what you offer, but bankers can't see the difference

You're burning out your team with new feature requests to chase "maybes" that turn into months of silence and polite rejection emails

For Community Banks: Cut Through the Vendor Noise

Drowning in fintech pitches that all sound the same? Your board wants innovation but you need safety—it's exhausting separating opportunity from expensive mistakes.

You're getting pitched daily by fintechs who've never worked in banking, promising things that sound too good to be true

Your board wants you to innovate but compliance demands you move carefully, and you're caught in the middle

You need competitive advantages but can't afford to bet wrong on partnerships that could put your reputation at risk

You're not alone

After 28 years bridging both sides, I've seen exactly where these conversations break down, and how to fix them.

Helping fintechs win bank partnerships

For Fintech Founders: Solutions Stack

You’ve got a great solution, but partnership friction slows you down. I help you speak banker and close deals faster.

Strategic Advisory

Ongoing support as you implement partnerships, keeping both innovation and compliance at the forefront.

Partnership Accelerator

A results-oriented program that systematizes your go-to-market approach, replacing guesswork with confidence and clarity as you sell directly to financial institutions or through channel partnerships.

Fractional Leadership

Hands-on executive support to guide your sales motion, engage directly with bankers, and help you land and expand deals.

Investment

Tiered options available

Success looks like shorter sales cycles, stronger banker engagement, and deals that close without deep discounting.

Equipping Banks to Partner with Confidence

For Community Bankers: Innovation Suite

Innovation shouldn’t mean risk. I help banks explore fintech partnerships with clarity, safety, and confidence.

Fintech Education

Tailored programs that reduce risk and build confidence by helping leadership and boards understand fintech models and regulatory implications.

Fintech Education

Tailored programs that reduce risk and build confidence by helping leadership and boards understand fintech models and regulatory implications.

Fintech Education

Tailored programs that reduce risk and build confidence by helping leadership and boards understand fintech models and regulatory implications.

Partnership Workshop

Guided sessions that align teams on goals, prepare evaluation criteria, and create an actionable roadmap.

Partnership Workshop

Guided sessions that align teams on goals, prepare evaluation criteria, and create an actionable roadmap.

Partnership Workshop

Guided sessions that align teams on goals, prepare evaluation criteria, and create an actionable roadmap.

Bank-Ready Assessment

"A clear look at how prepared your bank is to explore fintech partnerships—across operations, risk, and internal alignment. You’ll see where you’re already strong and where small adjustments could make partnering safer, smoother, and more strategic for your team."

Bank-Ready Assessment

"A clear look at how prepared your bank is to explore fintech partnerships—across operations, risk, and internal alignment. You’ll see where you’re already strong and where small adjustments could make partnering safer, smoother, and more strategic for your team."

Bank-Ready Assessment

"A clear look at how prepared your bank is to explore fintech partnerships—across operations, risk, and internal alignment. You’ll see where you’re already strong and where small adjustments could make partnering safer, smoother, and more strategic for your team."

Trust is the cornerstone. With deep respect for regulatory realities, I help banks pursue innovation safely and confidently.

Return on investment means faster evaluation cycles, stronger vendor alignment, and new growth opportunities without unnecessary risk.

The amBaaSsador Advantage

The amBaaSsador Program helps select fintechs become recognized embedded banking leaders.

Through shared content, trusted introductions, and industry visibility, you’ll build credibility, expand your reach, and open doors to new opportunities.

Stacy smiling
Stacy smiling
Stacy smiling
stacy smiling
stacy smiling
stacy smiling

Key Benefits

Expanded visibility through co-branded events and thought leadership.

Enhanced credibility by association with trusted fintech-banking experts.

Access to curated banker networks and peer introductions.

Elevated thought leadership opportunities on industry stages and publications.

This program is highly selective with limited spots available each year to preserve value and impact.

Success Metrics & Approach

My work is grounded in the Bank-Fintech Partnership Methodology—an relationship-based revenue framework that turns transactional attempts into long-term partnerships.

What success looks like

Partnership Velocity:

Shorter sales cycles and more qualified conversations.

Partnership Velocity:

Shorter sales cycles and more qualified conversations.

Partnership Velocity:

Shorter sales cycles and more qualified conversations.

Relationship Depth

Trust and collaboration that lead to repeatable, scalable partnerships.

Relationship Depth

Trust and collaboration that lead to repeatable, scalable partnerships.

Relationship Depth

Trust and collaboration that lead to repeatable, scalable partnerships.

Ecosystem Impact

Growth that expands beyond a single deal to create opportunities across the marketplace.

Ecosystem Impact

Growth that expands beyond a single deal to create opportunities across the marketplace.

Ecosystem Impact

Growth that expands beyond a single deal to create opportunities across the marketplace.

I’ve lived these lessons. After 28 years selling fintech to banks, I’ve built a methodology that consistently bridges cultures, accelerates trust, and creates results.

I’ve lived these lessons. After 28 years selling fintech to banks, I’ve built a methodology that consistently bridges cultures, accelerates trust, and creates results.

Proof in the Partnership

Tom Gerry

Founder and Payments Strategy Consultant, Quaestus Financial Solutions

“Stacy has such deep experience helping bankers and financial institution team members realize substantial value from technology. That experience has evolved to wisdom and on-going research and reflection on this fast-changing world.We are excited to work with Stacy to level the playing field and improve performance for our clients.”

Neil A. Stanley

CEO, The Core Point

“Stacy combines style and substance in a way few leaders can. She develops strategies that are both sophisticated and actionable, bringing resourcefulness and creativity to complex go-to-market challenges. Her ability to see the big picture while mastering the details has been invaluable to our growth.”

Romondo McEachern

Business Development Officer Live Oak Bank

“Working under Stacy’s leadership was transformative for my career. She leads with vision and empathy, balances short-term wins with long-term vision, and has a gift for mentoring. Her guidance continues to shape my professional path today.”

Tom Gerry

Founder and Payments Strategy Consultant, Quaestus Financial Solutions

“Stacy has such deep experience helping bankers and financial institution team members realize substantial value from technology. That experience has evolved to wisdom and on-going research and reflection on this fast-changing world.We are excited to work with Stacy to level the playing field and improve performance for our clients.”

Neil A. Stanley

CEO, The Core Point

“Stacy combines style and substance in a way few leaders can. She develops strategies that are both sophisticated and actionable, bringing resourcefulness and creativity to complex go-to-market challenges. Her ability to see the big picture while mastering the details has been invaluable to our growth.”

Romondo McEachern

Business Development Officer Live Oak Bank

“Working under Stacy’s leadership was transformative for my career. She leads with vision and empathy, balances short-term wins with long-term vision, and has a gift for mentoring. Her guidance continues to shape my professional path today.”

Tom Gerry

Founder and Payments Strategy Consultant, Quaestus Financial Solutions

“Stacy has such deep experience helping bankers and financial institution team members realize substantial value from technology. That experience has evolved to wisdom and on-going research and reflection on this fast-changing world.We are excited to work with Stacy to level the playing field and improve performance for our clients.”

Neil A. Stanley

CEO, The Core Point

“Stacy combines style and substance in a way few leaders can. She develops strategies that are both sophisticated and actionable, bringing resourcefulness and creativity to complex go-to-market challenges. Her ability to see the big picture while mastering the details has been invaluable to our growth.”

Romondo McEachern

Business Development Officer Live Oak Bank

“Working under Stacy’s leadership was transformative for my career. She leads with vision and empathy, balances short-term wins with long-term vision, and has a gift for mentoring. Her guidance continues to shape my professional path today.”

Tom Gerry

Founder and Payments Strategy Consultant, Quaestus Financial Solutions

“Stacy has such deep experience helping bankers and financial institution team members realize substantial value from technology. That experience has evolved to wisdom and on-going research and reflection on this fast-changing world.We are excited to work with Stacy to level the playing field and improve performance for our clients.”

Neil A. Stanley

CEO, The Core Point

“Stacy combines style and substance in a way few leaders can. She develops strategies that are both sophisticated and actionable, bringing resourcefulness and creativity to complex go-to-market challenges. Her ability to see the big picture while mastering the details has been invaluable to our growth.”

Romondo McEachern

Business Development Officer Live Oak Bank

“Working under Stacy’s leadership was transformative for my career. She leads with vision and empathy, balances short-term wins with long-term vision, and has a gift for mentoring. Her guidance continues to shape my professional path today.”

FAQ

For Fintech Founders

Why do bankers keep saying "maybe" but never "yes"?

Why do bankers keep saying "maybe" but never "yes"?

Why do bankers keep saying "maybe" but never "yes"?

Are 18-month sales cycles really normal in banking?

Are 18-month sales cycles really normal in banking?

Are 18-month sales cycles really normal in banking?

For Community Banks

How do I know if a Fintech is actually safe to partner with?

How do I know if a Fintech is actually safe to partner with?

How do I know if a Fintech is actually safe to partner with?

How do I get board buy-in to pursue Banking as a Service?

How do I get board buy-in to pursue Banking as a Service?

How do I get board buy-in to pursue Banking as a Service?

Working With Stacy

How is working with you different from other consultants?

How is working with you different from other consultants?

How is working with you different from other consultants?

What does working together look like?

What does working together look like?

What does working together look like?

What if we're not ready for this investment?

What if we're not ready for this investment?

What if we're not ready for this investment?

Can't find what you're looking for? Reach out to me for more details!

Why Trust Me

I've spent 28 years at the intersection of fintech and banking—first as a banker, then as a fintech revenue leader, and now as the bridge-builder both sides turn to for results.

My Bank-Fintech Partnership Methodology comes from lived experience: 28 years of deal-making, learning from failures, and building systematic frameworks that help fintech founders and banks skip wasted months and close deals faster.

Stacy suit poses confidently against a dark background, with her arms crossed.
Stacy suit poses confidently against a dark background, with her arms crossed.
Stacy suit poses confidently against a dark background, with her arms crossed.

Ready to Build Your Bridge?

If you’ve made it this far, you probably care about more than just closing the next deal. You care about building something sustainable: a partnership that works for both sides.

That’s the work I’ve been doing for nearly three decades, and it’s what I’d love to do with you.

Let’s start with a conversation. I guarantee you’ll walk away with value, clarity, and practical next steps—even if we don’t end up working together.