Growth Systems Consultancy for Financial Services
We turn complexity into measurable growth for fintechs, banks & PSPs.
We design, build and activate the growth systems behind enterprise fintech — from go-to-market strategy and sales enablement to data, digital transformation and Claude-powered AI agents. One operating model. Built to ship.
$500M+
Revenue influenced
130%+
Avg. pipeline uplift
12 wks
Time to first motion
8
Countries delivered in
Trusted by fintechs, banks & PSPs across 8 countries
Why Greatweek exists
Most fintechs don't have a growth problem. They have a systems problem.
Strategy decks, point tools and disconnected agencies don't survive a 12-to-18-month enterprise sales cycle. What does: a coherent growth system where positioning, ABM, sales enablement, data and AI all pull in the same direction.
Greatweek is the consultancy that designs that system — and embeds with your team to ship it. Sector-deep in fintech, platform-agnostic by design, accountable to outcomes, not slideware.
Flagship methodology
The Greatweek Growth System — one engine, five dimensions.
Every engagement, big or small, is grounded in the same operating model — so isolated projects compound into a motion, instead of piling up as disconnected fixes.
01
GTM
Positioning, ICP and the named-account motion that survives enterprise procurement.
02
Sales
Playbooks, enablement assets and the deal-cycle discipline that lifts win rates.
03
Data
The data layer, instrumentation and reporting that makes growth measurable.
04
Technology
CRM, RevOps stack and core platform modernization — fit to your operating model.
05
AI
Claude Finance Agents embedded into underwriting, KYC, ops and customer workflows.
What we do
Specialist capabilities inside one growth system.
Positioning & Narrative
A sales narrative your AEs actually use
Category positioning, messaging and the sales-ready content system behind it — so every rep tells the same compelling story to every buyer.
Learn more →GTM Strategy & Execution
Enterprise GTM, designed and shipped
ICP, named accounts, ABM motion and sales playbook — engineered for the 12-to-18-month enterprise fintech sales cycle and delivered with your team.
Learn more →Digital Transformation
Modernize the platforms behind growth
Core, payments, data and customer journeys — pragmatic transformation roadmaps for banks, PSPs and fintechs, delivered by senior operators.
Learn more →Sales Enablement
Pipeline conversion, not just lead volume
Discovery decks, ROI models, security packs and battlecards. We re-engineer the deal cycle so MQLs become signed contracts, faster.
Learn more →GTM Operating Model
RevOps, partnerships and the org behind growth
Pricing, channel programs, the marketing-sales-CS handoff and the data layer underneath — the operating model that turns one good quarter into a compounding motion.
Learn more →Claude Finance Agents
Ship production-grade AI agents for financial institutions
We're experts in Claude Finance Agents — helping banks, PSPs and fintechs implement, evaluate and accelerate AI development across underwriting, compliance, ops and customer workflows.
Learn more →Claude Finance Agents
Experts in Claude Finance Agents — helping financial institutions ship AI, faster.
We help banks, PSPs and fintechs implement Claude-based agents in regulated environments and accelerate in-house AI development — from first prototype to production rollout, with the evals, security and operating model to keep them safe.
Implementation
Stand up Claude-powered agents inside core banking, ledger, KYC and CRM systems — with the guardrails, evals and human-in-the-loop controls regulators expect.
Acceleration
Embed with your AI and platform teams to ship faster — agent design patterns, prompt + tool architectures, evaluation harnesses and shared internal tooling.
Use cases
Underwriting copilots, AML/KYC triage, dispute & chargeback agents, treasury ops, sales engineering and analyst-grade research over your own data.
Why Greatweek
Deep sector knowledge. Technology that fits. Growth that compounds.
01
Sector-deep in fintech
Regulation as a design parameter, not a blocker.
Senior operators who've sold into banks, PSPs and processors — and built inside them. We design with risk, compliance and procurement in the room from day one.
02
Platform-agnostic by design
The right tool for your operating model.
We sit above platforms — Salesforce, HubSpot, Snowflake, Claude — and pick what fits your business, not what pays the highest commission. No vendor lock-in dressed up as strategy.
03
Strategy-first delivery
We design the system. Then we ship it.
Every engagement starts with the Greatweek Growth System lens, then we embed with your team to ship — accountable to pipeline, conversion and adoption, not slideware.
How we work
A clear path from challenge to growth — engineered for financial services.
01
Discovery & audit
We map your current GTM, data, tech and AI estate against the Greatweek Growth System — and pinpoint where the leaks are.
02
Design the system
Positioning, account model, sales motion, data layer and AI roadmap — sequenced by value, risk and regulatory dependency.
03
Build & embed
Senior operators embed with your team to ship the playbooks, assets, integrations and Claude agents — not just hand over a deck.
04
Operate & compound
Forecast cadence, RevOps and AI operations so one good quarter compounds into a motion across years.
Featured work
Enterprise GTM, in production.
Case study
How we built a tier-1 bank ABM motion that opened 18 named accounts in two quarters
A new category narrative, a 120-account ABM program and a rebuilt sales playbook — shipped with the in-house GTM team in under six months.
View case study →18
Named accounts opened
$42M
Pipeline created
−35%
Sales cycle
6 mo
Time to motion
Client love
What enterprise GTM leaders say.
"Knowing that I've got someone behind me, making sure that we're not spending stupid money acquiring leads is a really good thing. It really feels like they're part of our team."
Cal Graham
Wayhome
"I would recommend Greatweek, not only because they have delivered great results but because of the relationship. They are 100% honest about goals and strategies."
Raul Sanchis Fortea
Vantage Markets
"Greatweek has been a key partner on our journey. They adapt to market conditions with us and provide the flexibility we needed to scale up (and down) with the wild ride that is crypto."
Andrew Rapsey
Ledn
"I have loved working with the Greatweek team. The account leads are incredibly responsive and the performance is excellent — they've increased my consumer leads by 2.5x."
Rachel Cohen
Bloom Finance
Build the GTM motion your next ten logos depend on.
Senior fintech operators, embedded with your team, until enterprise pipeline shows up in the forecast — and keeps showing up. Ready to make this your great week?