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We help fintech companies build demand generation programs to fuel their sales teams and revenue growth.

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Blockchain & HELOC Lending

Boldin

Financial Planning & Wealth Management

ProPair

AI Lead Scoring for Mortgage

Bill brings a level of strategic depth to fintech marketing that I haven't found anywhere else. He understood our buyer from day one.

Series A Fintech CEO

Blockchain & Lending

We went from zero inbound pipeline to marketing-sourced deals within 6 months. Bill's mortgage industry knowledge was the difference.

VP Marketing

Mortgage Technology

The fractional CMO model was exactly what we needed — senior leadership without the full-time overhead. Bill built our entire demand gen engine.

Founder & CEO

AI-Powered Financial Services

Our team, led by Bill Rice, works with your company to build a demand generation strategy, leveraging your current business stage, market positioning, and team.

Once our strategy has been presented and adopted, we'll assist your team with a rapid implementation to get sales leads flowing quickly. Our engagements are typically 120 days and then your team takes over the strategy and execution. However, many of our clients continue to leverage our team to sustain consistent execution and predictable revenue.


Bill Rice

Bill Rice

Founder & Chief Strategist

20+ years inside mortgage, fintech, and financial services. Author of Sales Team of One. Publisher of The Lead Brief.

Fractional marketing leadership, content & SEO, and go-to-market strategy for B2B fintech and financial services companies.

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