Services for Banks and Credit Unions

Business Model

Development of a new business model or adjustments to your current business model to support new innovations.

Holistic approach to how the innovation will align with the business plan and impacts on customers, support, operations and technology.

Product Innovation

Product Strategy and Roadmap development to clearly demonstrate product value and upgrade path.

Vertical market solutions packaged and positioned to address target market requirements with innovation, leveraging existing technology assets.

Technology Assets

Identify viable technology or fintech solutions as needed to meet market and customer requirements.

Plan and build successful partnerships and projects to meet desired outcomes.

Services for Fintechs

Solution Strategy

Identify Target Market, Segments & Competition

Create Vertical Solution & Value Proposition

Create Strategy to Support the Business Plan.

Recommend Sales and Support Model.

Go-To-Market Planning

Create Tactical Plan for Market Roll-Out

Create a Marketing & Promotion Plan

Create Vertical market solutions package and position to address target market requirements.

Develop Pre-Sale Qualification Process and Post-Sale Implementation Process

Demand Creation

Identify CRM, Marketing & Sales Automation opportunities.

Advise Pipeline Development Tactics

Identify, Plan & Establish Successful FI partnerships and projects

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Process and Approach


We utilize a holistic process designed to identify gaps and opportunities, alignment with business strategy and clear, measurable objectives.


Our approach is information and experience based, leveraging industry, product and technology experience.

Contact Us

Joe Spatarella, Managing Partner

Open Bank Advisors
View Joe’s LinkedIn Profile
+1 410-336-6692
Saint Augustine, FL