From Pitch to Partner: Lessons for Founders

We're sharing lessons from the front lines of Fintech + Insurtech Generations, focusing on storytelling, rejection, ego checks, and selling what banks actually need.

Hi Bank Slaters!

I hope you’re doing well and finding a little time to breathe amid what has felt like a nonstop June. Between deal flow and regulatory headlines, there’s been no shortage of things to keep up with before travel season kicks into high gear.

Let’s talk about how fintechs can improve pitching to banks.

The Fintech + Insurtech Generations conference in Charlotte brought together a mix of founders, bankers, and investors looking to make sense of the current market and where real opportunities exist. I moderated a panel with Rob Burnett from Grasshopper Bank, Brandon Oliver of BankTech Ventures, and Georgina Merhom at SOLO, and led a workshop with a sharp and energetic group of fintech leaders.

Here are four takeaways that stuck with me — and are worth reflecting on if you're building in this space: