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idea: run through the companies from the FM app that we would be interested to get in touch and reach out on LI. Ex I didn’t have chance to meet you at the Fintech meetup, would love to chat…?
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I met John Crouch from LendAPI, like Land of Lending, L-E-N-D-A-P-I, and they are like a Zapier platform for banks to build lending workflows. It's a no-code platform.
They are one year old, and what they are trying to do is a self-serve automation platform. But when time comes in, they do white-glove services as well.
Now they are very new to space, so I guess they do that because they are new and they don't want to lose any customer, but eventually, in a year or two, there will be bigger, there will be space for service agencies like ours to support new customers.
They are one year old, and what they are trying to do is a self-serve automation platform. But when time comes in, they do white-glove services as well.
Now they are very new to space, so I guess they do that because they are new and they don't want to lose any customer, but eventually, in a year or two, there will be bigger, there will be space for service agencies like ours to support new customers.
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Actually, Aeropay is not a pay layer, it's more about a bank-to-bank or account-to-account transfer platform.
So they work a lot, for example, with cannabis or eSports bets platforms, as well as other industries that are trying to break in, but the integration is not like their bigger pain point is the compliant part, which they require a lot, a lot of documentation from the customers.
Or when working with startups, they may require a legal opinion or some audits that are expensive for startups to produce.
So they work a lot, for example, with cannabis or eSports bets platforms, as well as other industries that are trying to break in, but the integration is not like their bigger pain point is the compliant part, which they require a lot, a lot of documentation from the customers.
Or when working with startups, they may require a legal opinion or some audits that are expensive for startups to produce.
connor.tedstrom@aeropay.com
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Okay, I got an interesting tip here. This is a guy working for AeroPay. It's Connor Ted Strom and he was working at Sazl.
So, Sazl, as AeroPay, is a buy now pay later platform and Sazl requires a lot of integrations. There are merchants that use Shopify and that's a quick 20 minute integration, but then there are merchants that use Salesforce Cloud and that requires a month long integration and then there are some larger merchants that need a full custom integration.
This usually is the merchant in charge of integrating the payment platform. So it's worth following up and trying to connect with Sazl folks or any buy now pay later solutions. It's Sazzle. @Paul Kortman - Connex there are a couple of BNPL companies at the event. One is Zip Up. See if you can find the others
most of the BNPL companies in Vegas today are at the Merchant Risk Council event at the Aria Resort. Klarna, Affirm, Afterpay, Zip7:48Paypal, Monzo, Grab Holdings, Openpay and Futurepay may also be at MRC
So, Sazl, as AeroPay, is a buy now pay later platform and Sazl requires a lot of integrations. There are merchants that use Shopify and that's a quick 20 minute integration, but then there are merchants that use Salesforce Cloud and that requires a month long integration and then there are some larger merchants that need a full custom integration.
This usually is the merchant in charge of integrating the payment platform. So it's worth following up and trying to connect with Sazl folks or any buy now pay later solutions. It's Sazzle. @Paul Kortman - Connex there are a couple of BNPL companies at the event. One is Zip Up. See if you can find the others
most of the BNPL companies in Vegas today are at the Merchant Risk Council event at the Aria Resort. Klarna, Affirm, Afterpay, Zip7:48Paypal, Monzo, Grab Holdings, Openpay and Futurepay may also be at MRC
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Guy with KYC document headaches. Worth exploring to sell Airtable or Softr or sth for them
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Good lead but in seed stage, great domain btw, follow up in an year when they open the API
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I suggested a Zapier connector for them but they didn't see the value
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We met Rory from bill.com and he asked to connect on LinkedIn and he will connect us with professional service leader so we can have a chat with them and yeah see if anything pops up
rory.byrne@bill.com
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Recommender events but we need to explore if our ICP would be there
Saastr (San Francisco) and money20/20 (Vegas)
Saastr (San Francisco) and money20/20 (Vegas)
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So just met Hayden from Runway. They do dashboards, financial dashboards for companies and it's interesting what he said because they pull data from others and they used merge.dev in the past and today they are using Fivetran to do those connections.
So they have like listed 70 native integrations and most of them if not all run through Fivetran. So they don't have a lot of new deals that require custom integrations and when they do they usually ask Fivetran to build a connector for that extra app.
So most of the times they cover them all and they don't have like the need for having a third-party vendor like us.
So they have like listed 70 native integrations and most of them if not all run through Fivetran. So they don't have a lot of new deals that require custom integrations and when they do they usually ask Fivetran to build a connector for that extra app.
So most of the times they cover them all and they don't have like the need for having a third-party vendor like us.
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So, I was speaking with these guys from Nuvai, N-U-V-A-I, and one interesting point that they brought up is the KYC process.
It's a mess for this kind of companies, especially, they need to collect a lot of information, a lot of documents, signatures, and they usually do it manually through email.
So this is a small app opportunity or small pitch we can explore as well, but I've heard this many times, people complaining about the KYC, this is what takes longer for them.
It's a mess for this kind of companies, especially, they need to collect a lot of information, a lot of documents, signatures, and they usually do it manually through email.
So this is a small app opportunity or small pitch we can explore as well, but I've heard this many times, people complaining about the KYC, this is what takes longer for them.
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So, I met this company called Autorek, A-U-T-O-R-E-K, and I'm pretty sure they are in our ICP, but for some reason the conversation wasn't that fruitful as I wanted.
They are a UK-based company expanding into the U.S., and they do have an API, and people request integrations for especially ERPs, sending the reconciliation data to ERPs, and then also ingesting the data.
It seems like they have a professional service arm, but the sales guys weren't that like, oh yeah, we have a pain point with sales. No, they weren't like that, so probably it's worth following up with them, with some superior or with a tech leader at their company.
They are a UK-based company expanding into the U.S., and they do have an API, and people request integrations for especially ERPs, sending the reconciliation data to ERPs, and then also ingesting the data.
It seems like they have a professional service arm, but the sales guys weren't that like, oh yeah, we have a pain point with sales. No, they weren't like that, so probably it's worth following up with them, with some superior or with a tech leader at their company.
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Again, trying to give you advice that I don't know we want to hear about, but basically to learn more about the fintech world and focus on a specific niche within fintech like healthcare, companies managing claims, or insurance companies, the smaller ones that are starting to look into modernizing their tech stack and integrating with us.
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I met a guy from ADP. It's funny he isn't like a startup before ADP to use all the employee data they have. They're looking to build a marketplace.
So for example insurance companies or e-commerce business that want to sell to employees, like employees can pay with the bank or they can buy an insurance or they can request their paycheck, anticipate their paycheck. There are startups that, financial services that do this.
So they're looking to build a marketplace where these startups can offer their services to ADP user base. Interestingly enough he gave me the email address and contact for the PandaSync Bamboo HR integration product that we're building.
So for example insurance companies or e-commerce business that want to sell to employees, like employees can pay with the bank or they can buy an insurance or they can request their paycheck, anticipate their paycheck. There are startups that, financial services that do this.
So they're looking to build a marketplace where these startups can offer their services to ADP user base. Interestingly enough he gave me the email address and contact for the PandaSync Bamboo HR integration product that we're building.
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We met a guy, an account executive from Dwolla, and sounds like their biggest pain points or what delays the deal is all the compliance and paperwork stuff. Integrations is just a fraction of that. Not a big deal for them.
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So, I learned a little bit more about the banking. There are small credit unions, we are talking with WECU, W-E-C-U, and this is a project manager at WECU and he was telling me a little bit that they do a lot of work with FISERV. They don't like it but they have to deal with it, it's like the most used banking platform in the U.S. at least. But he mentioned something interesting about Plaid, so they are integrating Plaid for a specific use case. For instance, when they need to check for an account, they send micropayments like cents and before they were waiting for the account holder or the new customer to report the values back, but now with Plaid integrated within FISERV, they can automate this.
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Follow up with this indian company (currently India and middle east banks) trying to expand to US. Missing integrations to their Ai processing document product
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One big thing about fintech meetup is that there is a lot of banking related companies. So there are banks, there are unions, there are credit unions, there are many corporations that have legacy software and kind of JP Morgan brought them together with fintech. And the speech from a JP Morgan head of integrations was that they realized that JP Morgan, they can't solve this problem and they are opening up for fintechs to solve the banking problem, banking software legacy problem. So this is a world we are very new to and I need help understanding if we can solve part of it, be part of it.
PK: So Zapier cannot be part of the legacy banking software problem imo. We could discuss this with Phil. In fact I’ll bring it up to him since he is with all the zapier folks this week.
PK: So Zapier cannot be part of the legacy banking software problem imo. We could discuss this with Phil. In fact I’ll bring it up to him since he is with all the zapier folks this week.
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this is a small law firm, follow up for Zapier work and Clio
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so I had this guy advising a little bit against our idea and because he said usually integrations are an easy piece it's not a deal-breaker it's a pain but it's not a big of a pain. This guy had a software company for 15 years; in the last five, he is dedicated to building a blockchain product and he will be asked eventually for API integrations and or mastercard integration which is the CDF 3 file format. But he's in seed stage, so still not series A and he's a very small very lean today.
So I'm wondering if it's because of the problems he used to solve when he has a software dev agency before were so big and integrations were just a small piece or because most of the clients he had integrations were not big of a deal. He said yeah we just get the documentation and that's it. Today it's just hard to get the documentation and that's not a technical issue it's a people issue.
I'm wondering if this guy is giving us good advice or he just is from a different niche.
So I'm wondering if it's because of the problems he used to solve when he has a software dev agency before were so big and integrations were just a small piece or because most of the clients he had integrations were not big of a deal. He said yeah we just get the documentation and that's it. Today it's just hard to get the documentation and that's not a technical issue it's a people issue.
I'm wondering if this guy is giving us good advice or he just is from a different niche.
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We met a guy that does very enterprise deals, so they have like 30 big bank clients around the world. Oh no, actually only in the US, and they have like 70 around the world. And they have like a product slash services, so it's all included. But the interesting point is that he suggested to use the meetings. Meetings are, we need to pay extra, like $25,000 to the event, and they will pair us with hand selected potential clients, and it's $20,000 for how many meetings, 35 meetings. So interesting for next year, if we have the funds, or we can ask Zapier for funds or something like that, or make.
Make pays 50% marketing initiatives. Self organized meetups is one. Wondering if going to conferences could be another
Make pays 50% marketing initiatives. Self organized meetups is one. Wondering if going to conferences could be another
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Pitch: I remove friction in your sales, by integrating your customers at a flat fee
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The old way eventually wanted to build the integration in their product and not like a third-party connector but then the discussion went into to build it as a no-code integration but if they have more clients they want to build it in their production so they don't need to do all the custom stuff and they can have it as an integration to directly connect
PK: Yeah it can be a tough sell. But the focus is to help them do the things that bring in more signups ….. features (integrations are one of the features) bring in more signups.If they put their devs on integrations that will remove them from other feature development.Speed that’s what no code integrations offer. As well as full customization for the users/clients.
PK: Yeah it can be a tough sell. But the focus is to help them do the things that bring in more signups ….. features (integrations are one of the features) bring in more signups.If they put their devs on integrations that will remove them from other feature development.Speed that’s what no code integrations offer. As well as full customization for the users/clients.
Tom.stafford@ordwaylabs.com
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This guy from OrdWay, O-R-D-W-A-Y, they are looking for an extension of their team, this is what their exact words, and basically they want to teach us their software, and when a new integration comes in, a new integration request, yeah, we will do it. The guy doesn't want to put his engineers to build integrations because they are focused on products and they have already the roadmap planned out for maybe even months, so they want to avoid to pull resources from other, from their core product basically to do services.
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Follow up with the guy from Stax, Stax, S-T-A-X, he was formerly from Blockchip and he sold his integration company to Stax, so probably having the same journey as we do.
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I talked with these guys at Malted AI. They are a 20 people startup and they are deploying LLMs into AWS for banks doing compliance.
So banks doing compliance or anything tech doing compliance, they probably address only two percent of the documentation and what they are doing is adding this LLM on premise or on the cloud, but on custom servers.
So banks can approach the other 98% of documentation with AI.
They are pretty small, but probably in a year or two they will need services, prototype services like ours.
So banks doing compliance or anything tech doing compliance, they probably address only two percent of the documentation and what they are doing is adding this LLM on premise or on the cloud, but on custom servers.
So banks can approach the other 98% of documentation with AI.
They are pretty small, but probably in a year or two they will need services, prototype services like ours.
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Their name from Malted AI was Iain and the other, I can't remember right now, but follow up with them in a year and ask if they need prototype services. The other guy was the head of UX or head of interface or something like that. The other guy was using Zapier for integrating HubSpot and Notion. So maybe we can help them with that.
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Met with Bo from Sardine, like the fish Sardine, that they sell like again ID verification and a whole lot of soot around that and yes they have integration needs so follow up with them
Bo from Sardine is an account executive.
Bo from Sardine is an account executive.
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So, there are a lot of identification fintechs, like IDmerit, Verif, CAF. These are all identification SaaS, and one of the pain points they may have is showing up on marketplaces like Google Cloud or AWS.
That's another product I service that I mentioned in the past, but for this kind of specific fintechs, it's a pain point we would need to discover more about. 0:00: , to show up, we need just need to build the integration as we did for Brex. 0:06: We already did this, but the question is what they get out of it because especially identity, it's a confusing, it's a, it's a terrible keyword basically it's like, OCTA will show up often and, identity verification. 0:25: , maybe, well, still identity verification is a hard like keyword. 0:32: You will, other apps not related to FinTech identity verification will pop up. 0:00: And I don't know the, I don't know what that like marketplace how that actually works so we were trying to understand together with this, the CEO of ID merit, what that would, look like, but, and how would that like he's interest in more more users of course. 0:26: So, but I don't know if the AWS marketplace is a good one for them. 0:34: Maybe there are other marketplaces, because ID verification, you know, it's not a user-based thing like AWS sounds like a user-based thing like you have 100 users you need res for, OK, you buy it through the marketplace, But it's an interesting concept. 0:58: There, there. 0:01: So there are a lot of ID verification apps here. 0:06: I'm wondering what kind of product service we can come up with for them. 0:14: Like I don't know, showing up on Pipeream that could be an idea. PK: damn, Phil would kill us if our $100k client is using Pipedream and not Zapier
That's another product I service that I mentioned in the past, but for this kind of specific fintechs, it's a pain point we would need to discover more about. 0:00: , to show up, we need just need to build the integration as we did for Brex. 0:06: We already did this, but the question is what they get out of it because especially identity, it's a confusing, it's a, it's a terrible keyword basically it's like, OCTA will show up often and, identity verification. 0:25: , maybe, well, still identity verification is a hard like keyword. 0:32: You will, other apps not related to FinTech identity verification will pop up. 0:00: And I don't know the, I don't know what that like marketplace how that actually works so we were trying to understand together with this, the CEO of ID merit, what that would, look like, but, and how would that like he's interest in more more users of course. 0:26: So, but I don't know if the AWS marketplace is a good one for them. 0:34: Maybe there are other marketplaces, because ID verification, you know, it's not a user-based thing like AWS sounds like a user-based thing like you have 100 users you need res for, OK, you buy it through the marketplace, But it's an interesting concept. 0:58: There, there. 0:01: So there are a lot of ID verification apps here. 0:06: I'm wondering what kind of product service we can come up with for them. 0:14: Like I don't know, showing up on Pipeream that could be an idea. PK: damn, Phil would kill us if our $100k client is using Pipedream and not Zapier
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Another pain point from SAS company, but they do have their own internal engineering team supporting the integrations, but their main pain point is data silos and accessing the API from the customer.
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Good already second recommendation for being the consultant for bigger companies that doesn't have the tech background or support internally.
PK: how do we find the people in bigger companies with budget without tech background?
PK: how do we find the people in bigger companies with budget without tech background?
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I spoke with this guy Ryan Bench and I'm not sure he got what we do but he interested in learning more about our services so add a note later on and send him a personalized email saying about the meeting
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MCP stands for Model Context Protocol and with AI it's a huge thing right now.
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I got a tip from Fabrizio Tosi which works for a bank that credit unions fintechs that work with credit unions need to generate a lot of files and we can target those that's a good ICP
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This guy seemed very friendly and wanted to help us, but is not technically enough so he offered to connect with the Tech team leader. He has a team of engineers doing the connections for new customers but felt there could be space for us. Super enterprise. I think it's a good lead to develop
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No Type
Deal for Connex
Deal for Finflow
Good Contact
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Learning
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Vendor
So, I've been talking to Resistant AI, they are ID verification app, and most of their clients do custom integrations, but Salesforce pops up sometimes, and that's a perfect use case that we can use Zapier with.
Follow up with the guy that connected with me on LinkedIn, he is going to intro us to the CEO.
Follow up with the guy that connected with me on LinkedIn, he is going to intro us to the CEO.
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If I don't come back to FinScan, F-I-N-S-C-A-N, follow up with John because he is three months in the job but he heard that they need integration help with customers and also for their product.
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Easy lead. Interested. Waiting for help supervisor to schedule a meeting
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0:00: I spoke with Susan from Lean Pro and She mentioned, it was a very confusing conversation, but at the end, she mentioned, hey, in the future.
0:13: We want to have our, our professional service arm.
0:19: And then she said she, I asked her, well, what if we are your professional service arms, and that got her attention.
0:31: conversation kind of stopped there.
0:32: She is going to introduce her to the head of architect of software or something, the tech team leader.
0:42: Follow up next week.
0:13: We want to have our, our professional service arm.
0:19: And then she said she, I asked her, well, what if we are your professional service arms, and that got her attention.
0:31: conversation kind of stopped there.
0:32: She is going to introduce her to the head of architect of software or something, the tech team leader.
0:42: Follow up next week.
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0:00: This is super cool.
0:01: This is like Zapier for banking and yeah, they provide the platform plus an a set of hours for professional services, but They are looking for subcontractors.
0:16: , not having banking experience will hurt us, but yeah, I think, it's interesting if we can get it through and gain that experience somehow.
0:27: I need to reach out to Alex.
0:29: He's not the guy, but he is going to intro us to the CEO.
0:01: This is like Zapier for banking and yeah, they provide the platform plus an a set of hours for professional services, but They are looking for subcontractors.
0:16: , not having banking experience will hurt us, but yeah, I think, it's interesting if we can get it through and gain that experience somehow.
0:27: I need to reach out to Alex.
0:29: He's not the guy, but he is going to intro us to the CEO.
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Mariette from Equifax at a speaker event mentioned that she's struggling to find talent related to AI and building workflows inside Equifax.
She mentioned AI is very powerful but today it's kind of isolated and automations and integrations are needed to make full use of AI.
Follow up with Mariette and see if she needs automation support.
She mentioned AI is very powerful but today it's kind of isolated and automations and integrations are needed to make full use of AI.
Follow up with Mariette and see if she needs automation support.
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I met John Crouch from LendAPI, like Land of Lending, L-E-N-D-A-P-I, and they are like a Zapier platform for banks to build lending workflows. It's a no-code platform.
They are one year old, and what they are trying to do is a self-serve automation platform. But when time comes in, they do white-glove services as well.
Now they are very new to space, so I guess they do that because they are new and they don't want to lose any customer, but eventually, in a year or two, there will be bigger, there will be space for service agencies like ours to support new customers.
They are one year old, and what they are trying to do is a self-serve automation platform. But when time comes in, they do white-glove services as well.
Now they are very new to space, so I guess they do that because they are new and they don't want to lose any customer, but eventually, in a year or two, there will be bigger, there will be space for service agencies like ours to support new customers.
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Actually, Aeropay is not a pay layer, it's more about a bank-to-bank or account-to-account transfer platform.
So they work a lot, for example, with cannabis or eSports bets platforms, as well as other industries that are trying to break in, but the integration is not like their bigger pain point is the compliant part, which they require a lot, a lot of documentation from the customers.
Or when working with startups, they may require a legal opinion or some audits that are expensive for startups to produce.
So they work a lot, for example, with cannabis or eSports bets platforms, as well as other industries that are trying to break in, but the integration is not like their bigger pain point is the compliant part, which they require a lot, a lot of documentation from the customers.
Or when working with startups, they may require a legal opinion or some audits that are expensive for startups to produce.
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Okay, I got an interesting tip here. This is a guy working for AeroPay. It's Connor Ted Strom and he was working at Sazl.
So, Sazl, as AeroPay, is a buy now pay later platform and Sazl requires a lot of integrations. There are merchants that use Shopify and that's a quick 20 minute integration, but then there are merchants that use Salesforce Cloud and that requires a month long integration and then there are some larger merchants that need a full custom integration.
This usually is the merchant in charge of integrating the payment platform. So it's worth following up and trying to connect with Sazl folks or any buy now pay later solutions. It's Sazzle. there are a couple of BNPL companies at the event. One is Zip Up. See if you can find the others
most of the BNPL companies in Vegas today are at the Merchant Risk Council event at the Aria Resort. Klarna, Affirm, Afterpay, ZipPaypal, Monzo, Grab Holdings, Openpay and Futurepay may also be at MRC
So, Sazl, as AeroPay, is a buy now pay later platform and Sazl requires a lot of integrations. There are merchants that use Shopify and that's a quick 20 minute integration, but then there are merchants that use Salesforce Cloud and that requires a month long integration and then there are some larger merchants that need a full custom integration.
This usually is the merchant in charge of integrating the payment platform. So it's worth following up and trying to connect with Sazl folks or any buy now pay later solutions. It's Sazzle. there are a couple of BNPL companies at the event. One is Zip Up. See if you can find the others
most of the BNPL companies in Vegas today are at the Merchant Risk Council event at the Aria Resort. Klarna, Affirm, Afterpay, ZipPaypal, Monzo, Grab Holdings, Openpay and Futurepay may also be at MRC
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Guy open to connect us with prof services at Alloy
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Guy with KYC document headaches. Worth exploring to sell Airtable or Softr or sth for them
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Good lead but in seed stage, great domain btw, follow up in an year when they open the API
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AutoRek, for me is our ICP but the convo didn't end up well. Follow up
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I suggested a Zapier connector for them but they didn't see the value
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We met Rory from and he asked to connect on LinkedIn and he will connect us with professional service leader so we can have a chat with them and yeah see if anything pops up
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Recommender events but we need to explore if our ICP would be there
Saastr (San Francisco) and money20/20 (Vegas)
Saastr (San Francisco) and money20/20 (Vegas)
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So, I met this company called Autorek, A-U-T-O-R-E-K, and I'm pretty sure they are in our ICP, but for some reason the conversation wasn't that fruitful as I wanted.
They are a UK-based company expanding into the U.S., and they do have an API, and people request integrations for especially ERPs, sending the reconciliation data to ERPs, and then also ingesting the data.
It seems like they have a professional service arm, but the sales guys weren't that like, oh yeah, we have a pain point with sales. No, they weren't like that, so probably it's worth following up with them, with some superior or with a tech leader at their company.
They are a UK-based company expanding into the U.S., and they do have an API, and people request integrations for especially ERPs, sending the reconciliation data to ERPs, and then also ingesting the data.
It seems like they have a professional service arm, but the sales guys weren't that like, oh yeah, we have a pain point with sales. No, they weren't like that, so probably it's worth following up with them, with some superior or with a tech leader at their company.
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We met a guy, an account executive from Dwolla, and sounds like their biggest pain points or what delays the deal is all the compliance and paperwork stuff. Integrations is just a fraction of that. Not a big deal for them.
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So, I learned a little bit more about the banking. There are small credit unions, we are talking with WECU, W-E-C-U, and this is a project manager at WECU and he was telling me a little bit that they do a lot of work with FISERV. They don't like it but they have to deal with it, it's like the most used banking platform in the U.S. at least. But he mentioned something interesting about Plaid, so they are integrating Plaid for a specific use case. For instance, when they need to check for an account, they send micropayments like cents and before they were waiting for the account holder or the new customer to report the values back, but now with Plaid integrated within FISERV, they can automate this.
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Follow up with this indian company (currently India and middle east banks) trying to expand to US. Missing integrations to their Ai processing document product
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Excellent Lead. Send an email or to Tom (sales) to connect with CTO. Has deals stuck in pipeline
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Geri offered to speak with his supervisor for integrations questions. Has some deals stuck in pipeline
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Guy asked about AWS marketplace. Better to offer him a Zapier connector?
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One big thing about fintech meetup is that there is a lot of banking related companies. So there are banks, there are unions, there are credit unions, there are many corporations that have legacy software and kind of JP Morgan brought them together with fintech. And the speech from a JP Morgan head of integrations was that they realized that JP Morgan, they can't solve this problem and they are opening up for fintechs to solve the banking problem, banking software legacy problem. So this is a world we are very new to and I need help understanding if we can solve part of it, be part of it.
PK: So Zapier cannot be part of the legacy banking software problem imo. We could discuss this with Phil. In fact I’ll bring it up to him since he is with all the zapier folks this week.
PK: So Zapier cannot be part of the legacy banking software problem imo. We could discuss this with Phil. In fact I’ll bring it up to him since he is with all the zapier folks this week.
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this is a small law firm, follow up for Zapier work and Clio
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so I had this guy advising a little bit against our idea and because he said usually integrations are an easy piece it's not a deal-breaker it's a pain but it's not a big of a pain. This guy had a software company for 15 years; in the last five, he is dedicated to building a blockchain product and he will be asked eventually for API integrations and or mastercard integration which is the CDF 3 file format. But he's in seed stage, so still not series A and he's a very small very lean today.
So I'm wondering if it's because of the problems he used to solve when he has a software dev agency before were so big and integrations were just a small piece or because most of the clients he had integrations were not big of a deal. He said yeah we just get the documentation and that's it. Today it's just hard to get the documentation and that's not a technical issue it's a people issue.
I'm wondering if this guy is giving us good advice or he just is from a different niche.
So I'm wondering if it's because of the problems he used to solve when he has a software dev agency before were so big and integrations were just a small piece or because most of the clients he had integrations were not big of a deal. He said yeah we just get the documentation and that's it. Today it's just hard to get the documentation and that's not a technical issue it's a people issue.
I'm wondering if this guy is giving us good advice or he just is from a different niche.
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We met a guy that does very enterprise deals, so they have like 30 big bank clients around the world. Oh no, actually only in the US, and they have like 70 around the world. And they have like a product slash services, so it's all included. But the interesting point is that he suggested to use the meetings. Meetings are, we need to pay extra, like $25,000 to the event, and they will pair us with hand selected potential clients, and it's $20,000 for how many meetings, 35 meetings. So interesting for next year, if we have the funds, or we can ask Zapier for funds or something like that, or make.
Make pays 50% marketing initiatives. Self organized meetups is one. Wondering if going to conferences could be another
Make pays 50% marketing initiatives. Self organized meetups is one. Wondering if going to conferences could be another
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Pitch: I remove friction in your sales, by integrating your customers at a flat fee
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The old way eventually wanted to build the integration in their product and not like a third-party connector but then the discussion went into to build it as a no-code integration but if they have more clients they want to build it in their production so they don't need to do all the custom stuff and they can have it as an integration to directly connect
PK: Yeah it can be a tough sell. But the focus is to help them do the things that bring in more signups ….. features (integrations are one of the features) bring in more signups.If they put their devs on integrations that will remove them from other feature development.Speed that’s what no code integrations offer. As well as full customization for the users/clients.
PK: Yeah it can be a tough sell. But the focus is to help them do the things that bring in more signups ….. features (integrations are one of the features) bring in more signups.If they put their devs on integrations that will remove them from other feature development.Speed that’s what no code integrations offer. As well as full customization for the users/clients.
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This guy from OrdWay, O-R-D-W-A-Y, they are looking for an extension of their team, this is what their exact words, and basically they want to teach us their software, and when a new integration comes in, a new integration request, yeah, we will do it. The guy doesn't want to put his engineers to build integrations because they are focused on products and they have already the roadmap planned out for maybe even months, so they want to avoid to pull resources from other, from their core product basically to do services.
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Follow up with the guy from Stax, Stax, S-T-A-X, he was formerly from Blockchip and he sold his integration company to Stax, so probably having the same journey as we do.
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I talked with these guys at Malted AI. They are a 20 people startup and they are deploying LLMs into AWS for banks doing compliance.
So banks doing compliance or anything tech doing compliance, they probably address only two percent of the documentation and what they are doing is adding this LLM on premise or on the cloud, but on custom servers.
So banks can approach the other 98% of documentation with AI.
They are pretty small, but probably in a year or two they will need services, prototype services like ours.
So banks doing compliance or anything tech doing compliance, they probably address only two percent of the documentation and what they are doing is adding this LLM on premise or on the cloud, but on custom servers.
So banks can approach the other 98% of documentation with AI.
They are pretty small, but probably in a year or two they will need services, prototype services like ours.
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Their name from Malted AI was Iain and the other, I can't remember right now, but follow up with them in a year and ask if they need prototype services. The other guy was the head of UX or head of interface or something like that. The other guy was using Zapier for integrating HubSpot and Notion. So maybe we can help them with that.
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Met with Bo from Sardine, like the fish Sardine, that they sell like again ID verification and a whole lot of soot around that and yes they have integration needs so follow up with them
Bo from Sardine is an account executive.
Bo from Sardine is an account executive.
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So, there are a lot of identification fintechs, like IDmerit, Verif, CAF. These are all identification SaaS, and one of the pain points they may have is showing up on marketplaces like Google Cloud or AWS.
That's another product I service that I mentioned in the past, but for this kind of specific fintechs, it's a pain point we would need to discover more about. 0:00: , to show up, we need just need to build the integration as we did for Brex. 0:06: We already did this, but the question is what they get out of it because especially identity, it's a confusing, it's a, it's a terrible keyword basically it's like, OCTA will show up often and, identity verification. 0:25: , maybe, well, still identity verification is a hard like keyword. 0:32: You will, other apps not related to FinTech identity verification will pop up. 0:00: And I don't know the, I don't know what that like marketplace how that actually works so we were trying to understand together with this, the CEO of ID merit, what that would, look like, but, and how would that like he's interest in more more users of course. 0:26: So, but I don't know if the AWS marketplace is a good one for them. 0:34: Maybe there are other marketplaces, because ID verification, you know, it's not a user-based thing like AWS sounds like a user-based thing like you have 100 users you need res for, OK, you buy it through the marketplace, But it's an interesting concept. 0:58: There, there. 0:01: So there are a lot of ID verification apps here. 0:06: I'm wondering what kind of product service we can come up with for them. 0:14: Like I don't know, showing up on Pipeream that could be an idea. PK: damn, Phil would kill us if our $100k client is using Pipedream and not Zapier
That's another product I service that I mentioned in the past, but for this kind of specific fintechs, it's a pain point we would need to discover more about. 0:00: , to show up, we need just need to build the integration as we did for Brex. 0:06: We already did this, but the question is what they get out of it because especially identity, it's a confusing, it's a, it's a terrible keyword basically it's like, OCTA will show up often and, identity verification. 0:25: , maybe, well, still identity verification is a hard like keyword. 0:32: You will, other apps not related to FinTech identity verification will pop up. 0:00: And I don't know the, I don't know what that like marketplace how that actually works so we were trying to understand together with this, the CEO of ID merit, what that would, look like, but, and how would that like he's interest in more more users of course. 0:26: So, but I don't know if the AWS marketplace is a good one for them. 0:34: Maybe there are other marketplaces, because ID verification, you know, it's not a user-based thing like AWS sounds like a user-based thing like you have 100 users you need res for, OK, you buy it through the marketplace, But it's an interesting concept. 0:58: There, there. 0:01: So there are a lot of ID verification apps here. 0:06: I'm wondering what kind of product service we can come up with for them. 0:14: Like I don't know, showing up on Pipeream that could be an idea. PK: damn, Phil would kill us if our $100k client is using Pipedream and not Zapier
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Another pain point from SAS company, but they do have their own internal engineering team supporting the integrations, but their main pain point is data silos and accessing the API from the customer.
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Good already second recommendation for being the consultant for bigger companies that doesn't have the tech background or support internally.
PK: how do we find the people in bigger companies with budget without tech background?
PK: how do we find the people in bigger companies with budget without tech background?
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Arc CEO Don Muir speaker, meet them
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I spoke with this guy Ryan Bench and I'm not sure he got what we do but he interested in learning more about our services so add a note later on and send him a personalized email saying about the meeting
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MCP stands for Model Context Protocol and with AI it's a huge thing right now.
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I got a tip from Fabrizio Tosi which works for a bank that credit unions fintechs that work with credit unions need to generate a lot of files and we can target those that's a good ICP
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I met a guy from ADP. It's funny he isn't like a startup before ADP to use all the employee data they have. They're looking to build a marketplace.
So for example insurance companies or e-commerce business that want to sell to employees, like employees can pay with the bank or they can buy an insurance or they can request their paycheck, anticipate their paycheck. There are startups that, financial services that do this.
So they're looking to build a marketplace where these startups can offer their services to ADP user base. Interestingly enough he gave me the email address and contact for the PandaSync Bamboo HR integration product that we're building.
So for example insurance companies or e-commerce business that want to sell to employees, like employees can pay with the bank or they can buy an insurance or they can request their paycheck, anticipate their paycheck. There are startups that, financial services that do this.
So they're looking to build a marketplace where these startups can offer their services to ADP user base. Interestingly enough he gave me the email address and contact for the PandaSync Bamboo HR integration product that we're building.
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I met with Lori from a company called Finli, F-I-N-L-I. They are a small agency as ours, there are like 15 people, and what they do is they have a small product for banks and credit institutions and they do a lot, a lot of integrations.
The tricky part here is that the kind of integrations they are doing with FinServ and F-I-S and other constellations, it's another software, banking software, they require developers to do some background checks. But beyond that, she literally mentioned integrations is a revenue generation item for us.
So they are interested in expediting integrations and her pain point is the speed of integrations. So if she could have someone to tap into to expedite integrations, that would be great for her. I think she's a small company, small agencies as ours, that they found some sort of market fit and interested in learning more about their story, learning more about the integrations they do, and third, they are a Zapier user as well, heavy Zapier user, so maybe they become clients of ours as well.
The tricky part here is that the kind of integrations they are doing with FinServ and F-I-S and other constellations, it's another software, banking software, they require developers to do some background checks. But beyond that, she literally mentioned integrations is a revenue generation item for us.
So they are interested in expediting integrations and her pain point is the speed of integrations. So if she could have someone to tap into to expedite integrations, that would be great for her. I think she's a small company, small agencies as ours, that they found some sort of market fit and interested in learning more about their story, learning more about the integrations they do, and third, they are a Zapier user as well, heavy Zapier user, so maybe they become clients of ours as well.
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0:00: Very, very interesting lead.
0:04: They are looking for partners.
0:07: They generate leads and they share that with partners.
0:11: Basically, they are looking for help with 3 topics.
0:16: The first one is tokenization.
0:20: The second one is pass key, ID pass key, like ID verification, and the third one is one click purchases.
0:31: So, Mastercard has like, I don't know if it's an Apple Pay competitor or similar, but something like that.
0:41: And the interesting thing is about the lead sharing and he said banks.
0:50: , struggle to build these integrations.
0:54: It seems like banks is their main or financial institutions that are the main, clients or customers, but usually it's full of like older people that don't understand tech that much and they assume that integration will be fast.
1:11: So, it takes longer for them to do the integration, so.
1:15: Yeah, they are open to onboarding new partners and I have to email him, Follow up next week for to schedule a meeting.
0:04: They are looking for partners.
0:07: They generate leads and they share that with partners.
0:11: Basically, they are looking for help with 3 topics.
0:16: The first one is tokenization.
0:20: The second one is pass key, ID pass key, like ID verification, and the third one is one click purchases.
0:31: So, Mastercard has like, I don't know if it's an Apple Pay competitor or similar, but something like that.
0:41: And the interesting thing is about the lead sharing and he said banks.
0:50: , struggle to build these integrations.
0:54: It seems like banks is their main or financial institutions that are the main, clients or customers, but usually it's full of like older people that don't understand tech that much and they assume that integration will be fast.
1:11: So, it takes longer for them to do the integration, so.
1:15: Yeah, they are open to onboarding new partners and I have to email him, Follow up next week for to schedule a meeting.
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So, I met this guy from INCODE, I-N-C-O-D-E, Luis Felipe Segura, he's the CTO, and they do ID verification, but their main clients are enterprises.
So they acquired a small company called Metamaps, again, it's around ID verification, but this other company usually focuses on smaller companies, not enterprises, and these smaller ones may be interested in a Zapier connector, so explore that further.
So they acquired a small company called Metamaps, again, it's around ID verification, but this other company usually focuses on smaller companies, not enterprises, and these smaller ones may be interested in a Zapier connector, so explore that further.
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I was just sitting with the Managing Director of State Street, so they have their own API running on, now I don't remember, but they are literally like expanding CSV or JSON files into the customer's platform, but then the journey of their company ends, and if their customers need to handle sending the data elsewhere, they need to kind of like handle it on their own.
He was in a rush, but we connected on LinkedIn, so we can do definitely a follow up.
He was in a rush, but we connected on LinkedIn, so we can do definitely a follow up.
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I met with Lori from a company called Finli, F-I-N-L-I. They are a small agency as ours, there are like 15 people, and what they do is they have a small product for banks and credit institutions and they do a lot, a lot of integrations.
The tricky part here is that the kind of integrations they are doing with FinServ and F-I-S and other constellations, it's another software, banking software, they require developers to do some background checks. But beyond that, she literally mentioned integrations is a revenue generation item for us.
So they are interested in expediting integrations and her pain point is the speed of integrations. So if she could have someone to tap into to expedite integrations, that would be great for her. I think she's a small company, small agencies as ours, that they found some sort of market fit and interested in learning more about their story, learning more about the integrations they do, and third, they are a Zapier user as well, heavy Zapier user, so maybe they become clients of ours as well.
The tricky part here is that the kind of integrations they are doing with FinServ and F-I-S and other constellations, it's another software, banking software, they require developers to do some background checks. But beyond that, she literally mentioned integrations is a revenue generation item for us.
So they are interested in expediting integrations and her pain point is the speed of integrations. So if she could have someone to tap into to expedite integrations, that would be great for her. I think she's a small company, small agencies as ours, that they found some sort of market fit and interested in learning more about their story, learning more about the integrations they do, and third, they are a Zapier user as well, heavy Zapier user, so maybe they become clients of ours as well.
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0:00: This guy, Is the leader for Smarty in sales and he's looking for, he has some deals stock because what they do is they only provide the API and they let their clients to the rest but some of the deals they have is.
0:21: They are looking for a sales force integration or a CRM or an ERP integration, and they don't do services and then sometimes neither their clients do so.
0:35: Let's say 90% of his clients are SAS companies, but this 10% they are that they are not, they need help with integrations and he was very friendly and interest in our services.
0:55: Now the only thing I didn't like is he when I offered for a call, he said, well, maybe I should look in someone from the tech team or yeah, so it doesn't make sense so I'm trying to, I'm going to meet him again and try to set up a meeting.
0:21: They are looking for a sales force integration or a CRM or an ERP integration, and they don't do services and then sometimes neither their clients do so.
0:35: Let's say 90% of his clients are SAS companies, but this 10% they are that they are not, they need help with integrations and he was very friendly and interest in our services.
0:55: Now the only thing I didn't like is he when I offered for a call, he said, well, maybe I should look in someone from the tech team or yeah, so it doesn't make sense so I'm trying to, I'm going to meet him again and try to set up a meeting.
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I met a guy from ADP. It's funny he isn't like a startup before ADP to use all the employee data they have. They're looking to build a marketplace.
So for example insurance companies or e-commerce business that want to sell to employees, like employees can pay with the bank or they can buy an insurance or they can request their paycheck, anticipate their paycheck. There are startups that, financial services that do this.
So they're looking to build a marketplace where these startups can offer their services to ADP user base. Interestingly enough he gave me the email address and contact for the PandaSync Bamboo HR integration product that we're building.
So for example insurance companies or e-commerce business that want to sell to employees, like employees can pay with the bank or they can buy an insurance or they can request their paycheck, anticipate their paycheck. There are startups that, financial services that do this.
So they're looking to build a marketplace where these startups can offer their services to ADP user base. Interestingly enough he gave me the email address and contact for the PandaSync Bamboo HR integration product that we're building.
Follow-up Required
I met with Lori from a company called Finli, F-I-N-L-I. They are a small agency as ours, there are like 15 people, and what they do is they have a small product for banks and credit institutions and they do a lot, a lot of integrations.
The tricky part here is that the kind of integrations they are doing with FinServ and F-I-S and other constellations, it's another software, banking software, they require developers to do some background checks. But beyond that, she literally mentioned integrations is a revenue generation item for us.
So they are interested in expediting integrations and her pain point is the speed of integrations. So if she could have someone to tap into to expedite integrations, that would be great for her. I think she's a small company, small agencies as ours, that they found some sort of market fit and interested in learning more about their story, learning more about the integrations they do, and third, they are a Zapier user as well, heavy Zapier user, so maybe they become clients of ours as well.
The tricky part here is that the kind of integrations they are doing with FinServ and F-I-S and other constellations, it's another software, banking software, they require developers to do some background checks. But beyond that, she literally mentioned integrations is a revenue generation item for us.
So they are interested in expediting integrations and her pain point is the speed of integrations. So if she could have someone to tap into to expedite integrations, that would be great for her. I think she's a small company, small agencies as ours, that they found some sort of market fit and interested in learning more about their story, learning more about the integrations they do, and third, they are a Zapier user as well, heavy Zapier user, so maybe they become clients of ours as well.
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So just met Hayden from Runway. They do dashboards, financial dashboards for companies and it's interesting what he said because they pull data from others and they used merge.dev in the past and today they are using Fivetran to do those connections.
So they have like listed 70 native integrations and most of them if not all run through Fivetran. So they don't have a lot of new deals that require custom integrations and when they do they usually ask Fivetran to build a connector for that extra app.
So most of the times they cover them all and they don't have like the need for having a third-party vendor like us.
So they have like listed 70 native integrations and most of them if not all run through Fivetran. So they don't have a lot of new deals that require custom integrations and when they do they usually ask Fivetran to build a connector for that extra app.
So most of the times they cover them all and they don't have like the need for having a third-party vendor like us.
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So, I was speaking with these guys from Nuvai, N-U-V-A-I, and one interesting point that they brought up is the KYC process.
It's a mess for this kind of companies, especially, they need to collect a lot of information, a lot of documents, signatures, and they usually do it manually through email.
So this is a small app opportunity or small pitch we can explore as well, but I've heard this many times, people complaining about the KYC, this is what takes longer for them.
It's a mess for this kind of companies, especially, they need to collect a lot of information, a lot of documents, signatures, and they usually do it manually through email.
So this is a small app opportunity or small pitch we can explore as well, but I've heard this many times, people complaining about the KYC, this is what takes longer for them.
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Again, trying to give you advice that I don't know we want to hear about, but basically to learn more about the fintech world and focus on a specific niche within fintech like healthcare, companies managing claims, or insurance companies, the smaller ones that are starting to look into modernizing their tech stack and integrating with us.
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Title
Who
Content
Slack Link
Image
Business URL
Contact Name
Contact Email
Contact LinkedIn
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Type
AI keywords
AI summary
ID
This guy seemed very friendly and wanted to help us, but is not technically enough so he offered to connect with the Tech team leader. He has a team of engineers doing the connections for new customers but felt there could be space for us. Super enterprise. I think it's a good lead to develop
Follow-up Required
Client Acquisition
Enterprise Engagement
Fintech Collaboration
A friendly contact at Connex, although not technically skilled, is willing to connect with the Tech team leader. He has a team for new customer connections and sees potential for collaboration, making it a promising lead to pursue.
4
I got a tip from Fabrizio Tosi which works for a bank that credit unions fintechs that work with credit unions need to generate a lot of files and we can target those that's a good ICP
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File Generation Strategies
Client Acquisition
Fintech Solutions
Credit unions fintechs need to generate many files, presenting a good target for potential clients, as suggested by a tip from Fabrizio Tosi.
5
MCP stands for Model Context Protocol and with AI it's a huge thing right now.
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Model Context Protocol
Large Language Models
Artificial Intelligence
MCP (Model Context Protocol) is currently relevant in AI discussions, with Andrés at Connex overseeing its status. No follow-up is required.
6
I spoke with this guy Ryan Bench and I'm not sure he got what we do but he interested in learning more about our services so add a note later on and send him a personalized email saying about the meeting
Ryan Bench
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AI Contacts Follow-Up
Client Engagement
Personalized Communication
Contact Ryan Bench is interested in learning more about services; a personalized follow-up email is needed. No follow-up is required, and contact details are provided.
7
Follow-up Required
Client Management
Business Development
Financial Technology
Financial task assigned to Andrés at Connex, status not started, no follow-up required. Slack link provided for reference.
8
Arc CEO Don Muir speaker, meet them
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Leadership Discussion
Strategic Meeting
Enterprise Collaboration
Meeting scheduled with Arc CEO Don Muir, led by Andrés at Connex. No follow-up required.
9
Good already second recommendation for being the consultant for bigger companies that doesn't have the tech background or support internally.
PK: how do we find the people in bigger companies with budget without tech background?
PK: how do we find the people in bigger companies with budget without tech background?
Follow-up Required
Client Acquisition
Business Development
Client Management
Vera Nguyenova has received a second recommendation for consulting larger companies lacking tech support. A follow-up question is how to identify potential clients with budgets but no tech background.
10
So, there are a lot of identification fintechs, like IDmerit, Verif, CAF. These are all identification SaaS, and one of the pain points they may have is showing up on marketplaces like Google Cloud or AWS.
That's another product I service that I mentioned in the past, but for this kind of specific fintechs, it's a pain point we would need to discover more about. 0:00: , to show up, we need just need to build the integration as we did for Brex. 0:06: We already did this, but the question is what they get out of it because especially identity, it's a confusing, it's a, it's a terrible keyword basically it's like, OCTA will show up often and, identity verification. 0:25: , maybe, well, still identity verification is a hard like keyword. 0:32: You will, other apps not related to FinTech identity verification will pop up. 0:00: And I don't know the, I don't know what that like marketplace how that actually works so we were trying to understand together with this, the CEO of ID merit, what that would, look like, but, and how would that like he's interest in more more users of course. 0:26: So, but I don't know if the AWS marketplace is a good one for them. 0:34: Maybe there are other marketplaces, because ID verification, you know, it's not a user-based thing like AWS sounds like a user-based thing like you have 100 users you need res for, OK, you buy it through the marketplace, But it's an interesting concept. 0:58: There, there. 0:01: So there are a lot of ID verification apps here. 0:06: I'm wondering what kind of product service we can come up with for them. 0:14: Like I don't know, showing up on Pipeream that could be an idea. PK: damn, Phil would kill us if our $100k client is using Pipedream and not Zapier
That's another product I service that I mentioned in the past, but for this kind of specific fintechs, it's a pain point we would need to discover more about. 0:00: , to show up, we need just need to build the integration as we did for Brex. 0:06: We already did this, but the question is what they get out of it because especially identity, it's a confusing, it's a, it's a terrible keyword basically it's like, OCTA will show up often and, identity verification. 0:25: , maybe, well, still identity verification is a hard like keyword. 0:32: You will, other apps not related to FinTech identity verification will pop up. 0:00: And I don't know the, I don't know what that like marketplace how that actually works so we were trying to understand together with this, the CEO of ID merit, what that would, look like, but, and how would that like he's interest in more more users of course. 0:26: So, but I don't know if the AWS marketplace is a good one for them. 0:34: Maybe there are other marketplaces, because ID verification, you know, it's not a user-based thing like AWS sounds like a user-based thing like you have 100 users you need res for, OK, you buy it through the marketplace, But it's an interesting concept. 0:58: There, there. 0:01: So there are a lot of ID verification apps here. 0:06: I'm wondering what kind of product service we can come up with for them. 0:14: Like I don't know, showing up on Pipeream that could be an idea. PK: damn, Phil would kill us if our $100k client is using Pipedream and not Zapier
Follow-up Required
Identity Verification
Fintech Integration
API Integration
Identification fintechs like IDmerit face challenges in visibility on marketplaces such as Google Cloud and AWS. Building integrations and understanding marketplace dynamics are crucial for attracting users and improving service offerings.
12
Another pain point from SAS company, but they do have their own internal engineering team supporting the integrations, but their main pain point is data silos and accessing the API from the customer.
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Data Integration
API Access
Integration Challenges
SAS company faces challenges with data silos and customer API access, despite having an internal engineering team for integration support. No follow-up required.
11
Met with Bo from Sardine, like the fish Sardine, that they sell like again ID verification and a whole lot of soot around that and yes they have integration needs so follow up with them
Bo from Sardine is an account executive.
Bo from Sardine is an account executive.
Bo Hucks
Follow-up Required
ID Verification
Integration Needs
Account Executive
Met with Bo Hucks from Sardine regarding ID verification and integration needs; no follow-up required. Contact details provided.
13
I talked with these guys at Malted AI. They are a 20 people startup and they are deploying LLMs into AWS for banks doing compliance.
So banks doing compliance or anything tech doing compliance, they probably address only two percent of the documentation and what they are doing is adding this LLM on premise or on the cloud, but on custom servers.
So banks can approach the other 98% of documentation with AI.
They are pretty small, but probably in a year or two they will need services, prototype services like ours.
So banks doing compliance or anything tech doing compliance, they probably address only two percent of the documentation and what they are doing is adding this LLM on premise or on the cloud, but on custom servers.
So banks can approach the other 98% of documentation with AI.
They are pretty small, but probably in a year or two they will need services, prototype services like ours.
Follow-up Required
Large Language Models
Bank Compliance Automation
Fintech Innovation
Malted AI, a startup, is deploying LLMs for banks to enhance compliance by addressing 98% of documentation, potentially requiring prototype services in the future.
15
Their name from Malted AI was Iain and the other, I can't remember right now, but follow up with them in a year and ask if they need prototype services. The other guy was the head of UX or head of interface or something like that. The other guy was using Zapier for integrating HubSpot and Notion. So maybe we can help them with that.
Follow-up Required
AI Contacts Follow-Up
Prototype Services Inquiry
Zapier Integration
Follow up with Iain from Malted AI in a year about prototype services and potential help with integrating HubSpot and Notion using Zapier. Contact details and Slack link provided.
14
Follow up with the guy from Stax, Stax, S-T-A-X, he was formerly from Blockchip and he sold his integration company to Stax, so probably having the same journey as we do.
Jon Decker
Follow-up Required
AI Contacts Follow-Up
Fintech Integration
Stax Integration
Follow up with Jon Decker from Stax, who has a similar journey to Connex, via email or LinkedIn. No immediate follow-up required.
16
This guy from OrdWay, O-R-D-W-A-Y, they are looking for an extension of their team, this is what their exact words, and basically they want to teach us their software, and when a new integration comes in, a new integration request, yeah, we will do it. The guy doesn't want to put his engineers to build integrations because they are focused on products and they have already the roadmap planned out for maybe even months, so they want to avoid to pull resources from other, from their core product basically to do services.
Sameer Gulati
Follow-up Required
Team Expansion
Integration Management
Client-Centric Development
OrdWay is seeking to expand their team and prefers to teach their software to avoid diverting their engineers from core product development for integration requests. They have a planned roadmap and do not want to allocate resources for services.
17
The old way eventually wanted to build the integration in their product and not like a third-party connector but then the discussion went into to build it as a no-code integration but if they have more clients they want to build it in their production so they don't need to do all the custom stuff and they can have it as an integration to directly connect
PK: Yeah it can be a tough sell. But the focus is to help them do the things that bring in more signups ….. features (integrations are one of the features) bring in more signups.If they put their devs on integrations that will remove them from other feature development.Speed that’s what no code integrations offer. As well as full customization for the users/clients.
PK: Yeah it can be a tough sell. But the focus is to help them do the things that bring in more signups ….. features (integrations are one of the features) bring in more signups.If they put their devs on integrations that will remove them from other feature development.Speed that’s what no code integrations offer. As well as full customization for the users/clients.
Tom Stafford
Tom.stafford@ordwaylabs.com
Follow-up Required
No-Code Integration
Client-Centric Development
Integration Solutions
The discussion revolves around building a no-code integration for a product to avoid third-party connectors, aiming to enhance client signups through features like integrations. However, prioritizing developer resources for integrations may detract from other feature developments. The focus is on offering speed and full customization for users.
18
Pitch: I remove friction in your sales, by integrating your customers at a flat fee
Follow-up Required
Flat Fee Model
Client Acquisition
Integration Solutions
Andrés at Connex proposes to remove friction in sales by integrating customers for a flat fee. No follow-up is required for this pitch.
19
We met a guy that does very enterprise deals, so they have like 30 big bank clients around the world. Oh no, actually only in the US, and they have like 70 around the world. And they have like a product slash services, so it's all included. But the interesting point is that he suggested to use the meetings. Meetings are, we need to pay extra, like $25,000 to the event, and they will pair us with hand selected potential clients, and it's $20,000 for how many meetings, 35 meetings. So interesting for next year, if we have the funds, or we can ask Zapier for funds or something like that, or make.
Make pays 50% marketing initiatives. Self organized meetups is one. Wondering if going to conferences could be another
Make pays 50% marketing initiatives. Self organized meetups is one. Wondering if going to conferences could be another
Follow-up Required
Enterprise Engagement
Client Acquisition
Strategic Meeting
A contact involved in enterprise deals suggested utilizing meetings that cost $25,000 for pairing with potential clients, offering 35 meetings for $20,000. There is consideration for funding from Zapier or exploring self-organized meetups and conferences for marketing initiatives.
20
so I had this guy advising a little bit against our idea and because he said usually integrations are an easy piece it's not a deal-breaker it's a pain but it's not a big of a pain. This guy had a software company for 15 years; in the last five, he is dedicated to building a blockchain product and he will be asked eventually for API integrations and or mastercard integration which is the CDF 3 file format. But he's in seed stage, so still not series A and he's a very small very lean today.
So I'm wondering if it's because of the problems he used to solve when he has a software dev agency before were so big and integrations were just a small piece or because most of the clients he had integrations were not big of a deal. He said yeah we just get the documentation and that's it. Today it's just hard to get the documentation and that's not a technical issue it's a people issue.
I'm wondering if this guy is giving us good advice or he just is from a different niche.
So I'm wondering if it's because of the problems he used to solve when he has a software dev agency before were so big and integrations were just a small piece or because most of the clients he had integrations were not big of a deal. He said yeah we just get the documentation and that's it. Today it's just hard to get the documentation and that's not a technical issue it's a people issue.
I'm wondering if this guy is giving us good advice or he just is from a different niche.
Follow-up Required
Integration Challenges
API Integration
Fintech Innovation
Concerns arise about the advice received regarding API integrations, questioning whether the advisor's experience with software development and blockchain influences his perspective. The advisor suggests that integrations are manageable, but the difficulty in obtaining documentation is highlighted as a significant issue, raising doubts about the relevance of his advice to the current project needs.
21
One big thing about fintech meetup is that there is a lot of banking related companies. So there are banks, there are unions, there are credit unions, there are many corporations that have legacy software and kind of JP Morgan brought them together with fintech. And the speech from a JP Morgan head of integrations was that they realized that JP Morgan, they can't solve this problem and they are opening up for fintechs to solve the banking problem, banking software legacy problem. So this is a world we are very new to and I need help understanding if we can solve part of it, be part of it.
PK: So Zapier cannot be part of the legacy banking software problem imo. We could discuss this with Phil. In fact I’ll bring it up to him since he is with all the zapier folks this week.
PK: So Zapier cannot be part of the legacy banking software problem imo. We could discuss this with Phil. In fact I’ll bring it up to him since he is with all the zapier folks this week.
Follow-up Required
Fintech Collaboration
Banking Software Innovation
Legacy System Challenges
The fintech meetup highlighted the collaboration between traditional banking institutions and fintech companies to address legacy software issues. JP Morgan acknowledged their inability to solve these problems alone and is seeking fintech solutions. There was a discussion about Zapier's role in this context, with a suggestion to consult Phil regarding their involvement.
23
this is a small law firm, follow up for Zapier work and Clio
Follow-up Required
Zapier Integration
Client Engagement
API Integration
Follow-up for Zapier work and Clio for a small law firm is not started. No follow-up is required.
22
Guy asked about AWS marketplace. Better to offer him a Zapier connector?
Follow-up Required
AWS Marketplace
Zapier Connector
API Services
A query about the AWS marketplace was made, suggesting that offering a Zapier connector might be a better option. No follow-up is required.
24
Geri offered to speak with his supervisor for integrations questions. Has some deals stuck in pipeline
Follow-up Required
Sales Pipeline
Integration Challenges
Client Engagement
Geri will speak with his supervisor regarding integration questions, as there are deals stuck in the pipeline. Follow-up is required.
25
Excellent Lead. Send an email or to Tom (sales) to connect with CTO. Has deals stuck in pipeline
Sameer Gulati
Follow-up Required
Lead Generation
Sales Pipeline
Client Engagement
Contact Sameer Gulati from Ordway Labs is an excellent lead with deals stuck in the pipeline. Follow-up is required, and an email should be sent to Tom in sales to connect with the CTO. Relevant links include Pipedrive and Slack for further communication.
27
Follow-up Required
Client Acquisition
Lead Generation
Client Engagement
There are additional leads booked, specifically Veriff and CAP from Brazil. The status is not started, and follow-up is not required for the lead associated with Andrés at Connex.
28
Follow up with this indian company (currently India and middle east banks) trying to expand to US. Missing integrations to their Ai processing document product
Follow-up Required
AI Document Processing
US Market Expansion
Integration Solutions
Follow up with an Indian company expanding to the US, focusing on missing integrations for their AI processing document product. No follow-up is required at this time.
29
Martin Santini and Lucia Sanchez-Leon
Follow-up Required
Client Engagement
Competitive Analysis
Networking Opportunity
Contacted Martin Santini and Lucia Sanchez-Leon from Vangwe; follow-up is not required. Their emails are lucia@vangwe.com and martin@vangwe.com. Slack link and LinkedIn profiles are provided.
30
So, I learned a little bit more about the banking. There are small credit unions, we are talking with WECU, W-E-C-U, and this is a project manager at WECU and he was telling me a little bit that they do a lot of work with FISERV. They don't like it but they have to deal with it, it's like the most used banking platform in the U.S. at least. But he mentioned something interesting about Plaid, so they are integrating Plaid for a specific use case. For instance, when they need to check for an account, they send micropayments like cents and before they were waiting for the account holder or the new customer to report the values back, but now with Plaid integrated within FISERV, they can automate this.
Follow-up Required
Banking Integration
API Integrations
Account Verification Automation
WECU is integrating Plaid with FISERV to automate account verification through micropayments, improving efficiency compared to the previous method of waiting for account holders to report values. Despite its widespread use, WECU expresses dissatisfaction with FISERV.
31
We met a guy, an account executive from Dwolla, and sounds like their biggest pain points or what delays the deal is all the compliance and paperwork stuff. Integrations is just a fraction of that. Not a big deal for them.
Follow-up Required
Account Executive Insights
Compliance Challenges
Client Engagement
An account executive from Dwolla highlighted that compliance and paperwork are the main challenges causing deal delays, while integrations are not a significant concern for them.
32
0:00: This guy, Is the leader for Smarty in sales and he's looking for, he has some deals stock because what they do is they only provide the API and they let their clients to the rest but some of the deals they have is.
0:21: They are looking for a sales force integration or a CRM or an ERP integration, and they don't do services and then sometimes neither their clients do so.
0:35: Let's say 90% of his clients are SAS companies, but this 10% they are that they are not, they need help with integrations and he was very friendly and interest in our services.
0:55: Now the only thing I didn't like is he when I offered for a call, he said, well, maybe I should look in someone from the tech team or yeah, so it doesn't make sense so I'm trying to, I'm going to meet him again and try to set up a meeting.
0:21: They are looking for a sales force integration or a CRM or an ERP integration, and they don't do services and then sometimes neither their clients do so.
0:35: Let's say 90% of his clients are SAS companies, but this 10% they are that they are not, they need help with integrations and he was very friendly and interest in our services.
0:55: Now the only thing I didn't like is he when I offered for a call, he said, well, maybe I should look in someone from the tech team or yeah, so it doesn't make sense so I'm trying to, I'm going to meet him again and try to set up a meeting.
Derek Borsky
Follow-up Required
Deal for Finflow
Sales Integration
Fintech Integration
API Integration
Sales leader Derek Borsky from Smarty is interested in Finflow services, particularly for CRM and ERP integrations, as many of his clients are SaaS companies needing assistance. He expressed interest but suggested involving someone from the tech team for further discussions. Follow-up is required to set up a meeting.
33
I met with Lori from a company called Finli, F-I-N-L-I. They are a small agency as ours, there are like 15 people, and what they do is they have a small product for banks and credit institutions and they do a lot, a lot of integrations.
The tricky part here is that the kind of integrations they are doing with FinServ and F-I-S and other constellations, it's another software, banking software, they require developers to do some background checks. But beyond that, she literally mentioned integrations is a revenue generation item for us.
So they are interested in expediting integrations and her pain point is the speed of integrations. So if she could have someone to tap into to expedite integrations, that would be great for her. I think she's a small company, small agencies as ours, that they found some sort of market fit and interested in learning more about their story, learning more about the integrations they do, and third, they are a Zapier user as well, heavy Zapier user, so maybe they become clients of ours as well.
The tricky part here is that the kind of integrations they are doing with FinServ and F-I-S and other constellations, it's another software, banking software, they require developers to do some background checks. But beyond that, she literally mentioned integrations is a revenue generation item for us.
So they are interested in expediting integrations and her pain point is the speed of integrations. So if she could have someone to tap into to expedite integrations, that would be great for her. I think she's a small company, small agencies as ours, that they found some sort of market fit and interested in learning more about their story, learning more about the integrations they do, and third, they are a Zapier user as well, heavy Zapier user, so maybe they become clients of ours as well.
Lori Shao
lori@finli.com
Follow-up Required
Partnership
Good Contact
Deal for Finflow
Deal for Connex
Banking Software Innovation
API Integrations
Fintech Solutions
Finli is a small agency focused on banking software integrations, seeking to expedite these processes to enhance revenue generation. They are interested in potential partnerships, particularly with developers who can assist with background checks for integrations. Additionally, they are heavy users of Zapier, which may present further business opportunities.
35
Need to find a way to talk to this guy or his team. His speech was about integrations and APIs, how traditional banks like Chase failed at updating their stack and how they are opening to the software community
Peter Bailey
Follow-up Required
Want to Contact
API Integration
Integration Challenges
Banking Technology
Need to contact Peter Bailey regarding his speech on integrations and APIs, discussing how traditional banks like Chase are adapting to the software community. Follow-up is required.
34
Follow-up Required
Embedded Finance
Fintech Innovation
Integration Solutions
Project status is not started, assigned to Andrés at Connex, with no follow-up required.
36
Follow-up Required
AI Contacts Follow-Up
Client Engagement
Client Management
Status is not started for the deal with Kelly Walker at ADP. Follow-up is not required, and the contact email is provided along with relevant links to Pipedrive and Slack.
37
I met a guy from ADP. It's funny he isn't like a startup before ADP to use all the employee data they have. They're looking to build a marketplace.
So for example insurance companies or e-commerce business that want to sell to employees, like employees can pay with the bank or they can buy an insurance or they can request their paycheck, anticipate their paycheck. There are startups that, financial services that do this.
So they're looking to build a marketplace where these startups can offer their services to ADP user base. Interestingly enough he gave me the email address and contact for the PandaSync Bamboo HR integration product that we're building.
So for example insurance companies or e-commerce business that want to sell to employees, like employees can pay with the bank or they can buy an insurance or they can request their paycheck, anticipate their paycheck. There are startups that, financial services that do this.
So they're looking to build a marketplace where these startups can offer their services to ADP user base. Interestingly enough he gave me the email address and contact for the PandaSync Bamboo HR integration product that we're building.
Follow-up Required
Deal for Connex
Good Contact
Employee Services
Marketplace Integration
Fintech Solutions
ADP is exploring the creation of a marketplace to connect startups offering employee services, such as insurance and financial services, to their user base. A contact for the PandaSync Bamboo HR integration was also provided during the discussion.
38
Again, trying to give you advice that I don't know we want to hear about, but basically to learn more about the fintech world and focus on a specific niche within fintech like healthcare, companies managing claims, or insurance companies, the smaller ones that are starting to look into modernizing their tech stack and integrating with us.
Follow-up Required
Learning
Niche Market Strategy
Fintech Innovation
Integration Solutions
Focus on learning about fintech, particularly in niche areas like healthcare, claims management, and smaller insurance companies that are modernizing their technology and integrating with new solutions.
39
So, I met this company called Autorek, A-U-T-O-R-E-K, and I'm pretty sure they are in our ICP, but for some reason the conversation wasn't that fruitful as I wanted.
They are a UK-based company expanding into the U.S., and they do have an API, and people request integrations for especially ERPs, sending the reconciliation data to ERPs, and then also ingesting the data.
It seems like they have a professional service arm, but the sales guys weren't that like, oh yeah, we have a pain point with sales. No, they weren't like that, so probably it's worth following up with them, with some superior or with a tech leader at their company.
They are a UK-based company expanding into the U.S., and they do have an API, and people request integrations for especially ERPs, sending the reconciliation data to ERPs, and then also ingesting the data.
It seems like they have a professional service arm, but the sales guys weren't that like, oh yeah, we have a pain point with sales. No, they weren't like that, so probably it's worth following up with them, with some superior or with a tech leader at their company.
Follow-up Required
API Integrations
USMarketExpansion
Integration Challenges
Autorek is a UK-based company expanding into the U.S. market, offering API integrations primarily for ERPs. Initial discussions were not very productive, suggesting a follow-up with a higher-level contact or tech leader may be beneficial. No immediate follow-up is required.
40
I was just sitting with the Managing Director of State Street, so they have their own API running on, now I don't remember, but they are literally like expanding CSV or JSON files into the customer's platform, but then the journey of their company ends, and if their customers need to handle sending the data elsewhere, they need to kind of like handle it on their own.
He was in a rush, but we connected on LinkedIn, so we can do definitely a follow up.
He was in a rush, but we connected on LinkedIn, so we can do definitely a follow up.
Ragu Vaduka
rvaduka@statestreet.com
Follow-up Required
Deal for Finflow
API Integration
Data Integration
Client Engagement
The Managing Director of State Street discussed their API that expands CSV or JSON files into customer platforms, but noted that customers must manage data handling independently afterward. A follow-up is planned after connecting on LinkedIn.
41
So, I met this guy from INCODE, I-N-C-O-D-E, Luis Felipe Segura, he's the CTO, and they do ID verification, but their main clients are enterprises.
So they acquired a small company called Metamaps, again, it's around ID verification, but this other company usually focuses on smaller companies, not enterprises, and these smaller ones may be interested in a Zapier connector, so explore that further.
So they acquired a small company called Metamaps, again, it's around ID verification, but this other company usually focuses on smaller companies, not enterprises, and these smaller ones may be interested in a Zapier connector, so explore that further.
Luis Felipe Segura
Follow-up Required
Deal for Finflow
ID Verification
Zapier Integration
Client-Centric Development
Discussion about potential acquisition of Metamaps by INCODE, led by CTO Luis Felipe Segura. Metamaps focuses on ID verification for smaller companies, which may benefit from a Zapier connector. Follow-up is required to explore this opportunity further.
42
So just met Hayden from Runway. They do dashboards, financial dashboards for companies and it's interesting what he said because they pull data from others and they used merge.dev in the past and today they are using Fivetran to do those connections.
So they have like listed 70 native integrations and most of them if not all run through Fivetran. So they don't have a lot of new deals that require custom integrations and when they do they usually ask Fivetran to build a connector for that extra app.
So most of the times they cover them all and they don't have like the need for having a third-party vendor like us.
So they have like listed 70 native integrations and most of them if not all run through Fivetran. So they don't have a lot of new deals that require custom integrations and when they do they usually ask Fivetran to build a connector for that extra app.
So most of the times they cover them all and they don't have like the need for having a third-party vendor like us.
Hayden Crust
Follow-up Required
Learning
Data Integration
API Integrations
Fintech Solutions
Hayden from Runway discussed their use of Fivetran for data integration, highlighting that they have 70 native integrations and typically do not require custom integrations. When needed, they request Fivetran to build connectors for additional apps, reducing the need for third-party vendors.
44
So, I was speaking with these guys from Nuvai, N-U-V-A-I, and one interesting point that they brought up is the KYC process.
It's a mess for this kind of companies, especially, they need to collect a lot of information, a lot of documents, signatures, and they usually do it manually through email.
So this is a small app opportunity or small pitch we can explore as well, but I've heard this many times, people complaining about the KYC, this is what takes longer for them.
It's a mess for this kind of companies, especially, they need to collect a lot of information, a lot of documents, signatures, and they usually do it manually through email.
So this is a small app opportunity or small pitch we can explore as well, but I've heard this many times, people complaining about the KYC, this is what takes longer for them.
Follow-up Required
Learning
KYC Process
Document Collection
App Development
The KYC process for companies like Nuvai is challenging due to the extensive information and documentation required, which is often collected manually via email. This presents an opportunity for app development to streamline the process, as many have expressed frustration with the delays caused by KYC requirements.
43
We met Rory from bill.com and he asked to connect on LinkedIn and he will connect us with professional service leader so we can have a chat with them and yeah see if anything pops up
Rory Byrne
rory.byrne@bill.com
Follow-up Required
AI Networking Opportunities
Client Engagement
Business Development
Met with Rory Byrne from bill.com, who expressed interest in connecting on LinkedIn and facilitating a conversation with a professional service leader. No follow-up is required.
46
Recommender events but we need to explore if our ICP would be there
Saastr (San Francisco) and money20/20 (Vegas)
Saastr (San Francisco) and money20/20 (Vegas)
Follow-up Required
Event Planning
Market Research
Client Engagement
Recommender events are being considered for the ICP, specifically Saastr in San Francisco and Money20/20 in Vegas, but further exploration is needed to determine if the ICP would attend. Follow-up is not required.
45
Geronmo Nores
Follow-up Required
Lead Generation
AI Contacts Follow-Up
Client Engagement
Follow up with Geronimo Nores regarding the lead, with contact details including email, LinkedIn, and business URL. The follow-up is required and can be tracked through Pipedrive and Slack links.
47
Alexander Goody
Follow-up Required
AI Contacts Follow-Up
Client Engagement
Lead Generation
Follow up with Alexander Goody regarding a deal on Pipedrive, with required actions noted and relevant links provided for contact and communication.
48
Allyson Wiblemo
Follow-up Required
AI Contacts Follow-Up
Client Engagement
Sales Pipeline
Follow up with Allyson Wiblemo regarding the lead with ID 49, who is associated with Andrés at Connex. The follow-up is required, and relevant links to Pipedrive, Slack, and LinkedIn are provided.
49
I suggested a Zapier connector for them but they didn't see the value
Matt Fryc
Follow-up Required
Zapier Integration
Client Engagement
API Integration
A suggested Zapier connector was deemed not valuable by the contact, Matt Fryc. No follow-up is required.
50
AutoRek, for me is our ICP but the convo didn't end up well. Follow up
Priya Jadeja
Follow-up Required
AI Contacts Follow-Up
Client Engagement
Client Management
AutoRek is identified as the ideal customer profile, but the initial conversation did not go well. Follow-up is required, and relevant contact information includes Priya Jadeja's LinkedIn and Slack links.
51
Good lead but in seed stage, great domain btw, follow up in an year when they open the API
Evan Dudla
Follow-up Required
Lead Generation
API Integration
Client Engagement
Good lead in seed stage, follow up in a year when they open the API. Contact is Evan Dudla, and there is a Slack link for communication.
52
Guy with KYC document headaches. Worth exploring to sell Airtable or Softr or sth for them
Ryan Miller
Follow-up Required
Client Management
Compliance Challenges
Identity Verification
Ryan Miller is experiencing issues with KYC documents, presenting an opportunity to sell Airtable or Softr. No follow-up is required, and relevant links include a Pipedrive deal and a Slack conversation.
53
Guy open to connect us with prof services at Alloy
Brandon Brooks
Follow-up Required
Client Engagement
AI Networking Opportunities
Client-Centric Development
Contact Brandon Brooks is open to connecting with professional services at Alloy. The status is not started, and no follow-up is required. Relevant links include a Pipedrive deal and LinkedIn profile.
54
Okay, I got an interesting tip here. This is a guy working for AeroPay. It's Connor Ted Strom and he was working at Sazl.
So, Sazl, as AeroPay, is a buy now pay later platform and Sazl requires a lot of integrations. There are merchants that use Shopify and that's a quick 20 minute integration, but then there are merchants that use Salesforce Cloud and that requires a month long integration and then there are some larger merchants that need a full custom integration.
This usually is the merchant in charge of integrating the payment platform. So it's worth following up and trying to connect with Sazl folks or any buy now pay later solutions. It's Sazzle. @Paul Kortman - Connex there are a couple of BNPL companies at the event. One is Zip Up. See if you can find the others
most of the BNPL companies in Vegas today are at the Merchant Risk Council event at the Aria Resort. Klarna, Affirm, Afterpay, Zip7:48Paypal, Monzo, Grab Holdings, Openpay and Futurepay may also be at MRC
So, Sazl, as AeroPay, is a buy now pay later platform and Sazl requires a lot of integrations. There are merchants that use Shopify and that's a quick 20 minute integration, but then there are merchants that use Salesforce Cloud and that requires a month long integration and then there are some larger merchants that need a full custom integration.
This usually is the merchant in charge of integrating the payment platform. So it's worth following up and trying to connect with Sazl folks or any buy now pay later solutions. It's Sazzle. @Paul Kortman - Connex there are a couple of BNPL companies at the event. One is Zip Up. See if you can find the others
most of the BNPL companies in Vegas today are at the Merchant Risk Council event at the Aria Resort. Klarna, Affirm, Afterpay, Zip7:48Paypal, Monzo, Grab Holdings, Openpay and Futurepay may also be at MRC
Follow-up Required
Fintech Innovation
Integration Solutions
API Integrations
AeroPay and Sazl are buy now pay later platforms requiring varying integration efforts, with quick setups for Shopify and longer processes for Salesforce Cloud. It's beneficial to connect with Sazl and other BNPL solutions, especially those present at the Merchant Risk Council event in Vegas, such as Klarna and Affirm.
55
Actually, Aeropay is not a pay layer, it's more about a bank-to-bank or account-to-account transfer platform.
So they work a lot, for example, with cannabis or eSports bets platforms, as well as other industries that are trying to break in, but the integration is not like their bigger pain point is the compliant part, which they require a lot, a lot of documentation from the customers.
Or when working with startups, they may require a legal opinion or some audits that are expensive for startups to produce.
So they work a lot, for example, with cannabis or eSports bets platforms, as well as other industries that are trying to break in, but the integration is not like their bigger pain point is the compliant part, which they require a lot, a lot of documentation from the customers.
Or when working with startups, they may require a legal opinion or some audits that are expensive for startups to produce.
Connor Tedstrom
connor.tedstrom@aeropay.com
Follow-up Required
Compliance Challenges
Banking Technology
Fintech Solutions
Aeropay operates as a bank-to-bank transfer platform, primarily serving industries like cannabis and eSports betting. Their main challenge lies in compliance, requiring extensive documentation from clients, which can be burdensome for startups due to the costs of legal opinions and audits.
56
Follow-up Required
Client-Centric Development
Integration Management
SaaS Solutions
Consider narrowing the ideal customer profile to SaaS companies that develop integrations in-house rather than relying on customers to do so. Status is not started, and no follow-up is required.
57
I met John Crouch from LendAPI, like Land of Lending, L-E-N-D-A-P-I, and they are like a Zapier platform for banks to build lending workflows. It's a no-code platform.
They are one year old, and what they are trying to do is a self-serve automation platform. But when time comes in, they do white-glove services as well.
Now they are very new to space, so I guess they do that because they are new and they don't want to lose any customer, but eventually, in a year or two, there will be bigger, there will be space for service agencies like ours to support new customers.
They are one year old, and what they are trying to do is a self-serve automation platform. But when time comes in, they do white-glove services as well.
Now they are very new to space, so I guess they do that because they are new and they don't want to lose any customer, but eventually, in a year or two, there will be bigger, there will be space for service agencies like ours to support new customers.
John Crouch
Follow-up Required
No-Code Integration
Banking Technology
Fintech Solutions
LendAPI is a no-code lending workflow platform for banks, allowing them to build lending workflows similar to Zapier. The platform is one year old and offers both self-serve automation and white-glove services. As a new player in the market, they aim to retain customers while anticipating future growth and the potential for service agencies to support new clients.
58
Mariette from Equifax at a speaker event mentioned that she's struggling to find talent related to AI and building workflows inside Equifax.
She mentioned AI is very powerful but today it's kind of isolated and automations and integrations are needed to make full use of AI.
Follow up with Mariette and see if she needs automation support.
She mentioned AI is very powerful but today it's kind of isolated and automations and integrations are needed to make full use of AI.
Follow up with Mariette and see if she needs automation support.
Mariette De Meillon
mariette.de-meillon@equifax.com
Follow-up Required
AI in Human Resources
Workflow Automation
Integration Challenges
Mariette from Equifax expressed challenges in finding talent for AI and building workflows, emphasizing the need for automation and integrations to fully leverage AI's potential. Follow-up is required to see if she needs support in automation.
59
0:00: This is super cool.
0:01: This is like Zapier for banking and yeah, they provide the platform plus an a set of hours for professional services, but They are looking for subcontractors.
0:16: , not having banking experience will hurt us, but yeah, I think, it's interesting if we can get it through and gain that experience somehow.
0:27: I need to reach out to Alex.
0:29: He's not the guy, but he is going to intro us to the CEO.
0:01: This is like Zapier for banking and yeah, they provide the platform plus an a set of hours for professional services, but They are looking for subcontractors.
0:16: , not having banking experience will hurt us, but yeah, I think, it's interesting if we can get it through and gain that experience somehow.
0:27: I need to reach out to Alex.
0:29: He's not the guy, but he is going to intro us to the CEO.
Alex Paoloni
Follow-up Required
API Integration
Fintech Integration
Client Engagement
A platform similar to Zapier for banking is being explored, offering professional services and seeking subcontractors. Lack of banking experience may be a disadvantage, but gaining experience is seen as valuable. Follow-up with Alex is needed, who will introduce to the CEO.
60
Easy lead. Interested. Waiting for help supervisor to schedule a meeting
Brandon Mullen
Follow-up Required
Lead Generation
Client Engagement
AI Contacts Follow-Up
Lead is interested and waiting for a supervisor to schedule a meeting. Follow-up is required. Contact details include email and LinkedIn profile.
62
0:00: I spoke with Susan from Lean Pro and She mentioned, it was a very confusing conversation, but at the end, she mentioned, hey, in the future.
0:13: We want to have our, our professional service arm.
0:19: And then she said she, I asked her, well, what if we are your professional service arms, and that got her attention.
0:31: conversation kind of stopped there.
0:32: She is going to introduce her to the head of architect of software or something, the tech team leader.
0:42: Follow up next week.
0:13: We want to have our, our professional service arm.
0:19: And then she said she, I asked her, well, what if we are your professional service arms, and that got her attention.
0:31: conversation kind of stopped there.
0:32: She is going to introduce her to the head of architect of software or something, the tech team leader.
0:42: Follow up next week.
Susan Chaffin
Follow-up Required
Client Engagement
Enterprise Collaboration
Business Development
Susan from Lean Pro expressed interest in developing a professional service arm and will introduce the speaker to her tech team leader. A follow-up is required next week.
61
0:00: Very, very interesting lead.
0:04: They are looking for partners.
0:07: They generate leads and they share that with partners.
0:11: Basically, they are looking for help with 3 topics.
0:16: The first one is tokenization.
0:20: The second one is pass key, ID pass key, like ID verification, and the third one is one click purchases.
0:31: So, Mastercard has like, I don't know if it's an Apple Pay competitor or similar, but something like that.
0:41: And the interesting thing is about the lead sharing and he said banks.
0:50: , struggle to build these integrations.
0:54: It seems like banks is their main or financial institutions that are the main, clients or customers, but usually it's full of like older people that don't understand tech that much and they assume that integration will be fast.
1:11: So, it takes longer for them to do the integration, so.
1:15: Yeah, they are open to onboarding new partners and I have to email him, Follow up next week for to schedule a meeting.
0:04: They are looking for partners.
0:07: They generate leads and they share that with partners.
0:11: Basically, they are looking for help with 3 topics.
0:16: The first one is tokenization.
0:20: The second one is pass key, ID pass key, like ID verification, and the third one is one click purchases.
0:31: So, Mastercard has like, I don't know if it's an Apple Pay competitor or similar, but something like that.
0:41: And the interesting thing is about the lead sharing and he said banks.
0:50: , struggle to build these integrations.
0:54: It seems like banks is their main or financial institutions that are the main, clients or customers, but usually it's full of like older people that don't understand tech that much and they assume that integration will be fast.
1:11: So, it takes longer for them to do the integration, so.
1:15: Yeah, they are open to onboarding new partners and I have to email him, Follow up next week for to schedule a meeting.
Eduardo Vergara
Follow-up Required
Deal for Finflow
ID Verification
API Integration
Banking Technology
Eduardo Vergara from MasterCard is exploring partnerships for a deal related to Finflow, focusing on tokenization, ID verification, and one-click purchases. He noted that banks struggle with integrations due to a lack of tech understanding among older staff. Follow-up is required to schedule a meeting.
63
If I don't come back to FinScan, F-I-N-S-C-A-N, follow up with John because he is three months in the job but he heard that they need integration help with customers and also for their product.
Jon Jerina
Follow-up Required
Client Engagement
Fintech Integration
Integration Assistance
Follow up with Jon Jerina regarding FinScan integration, as he is new in the role and has indicated a need for integration assistance with customers and their product. Follow-up is required.
64
So, I've been talking to Resistant AI, they are ID verification app, and most of their clients do custom integrations, but Salesforce pops up sometimes, and that's a perfect use case that we can use Zapier with.
Follow up with the guy that connected with me on LinkedIn, he is going to intro us to the CEO.
Follow up with the guy that connected with me on LinkedIn, he is going to intro us to the CEO.
Follow-up Required
ID Verification
Zapier Integration
API Integration
Opportunity to integrate Resistant AI's ID verification app with Salesforce using Zapier, with follow-up needed to connect with the CEO through a LinkedIn introduction.
65
idea: run through the companies from the FM app that we would be interested to get in touch and reach out on LI. Ex I didn’t have chance to meet you at the Fintech meetup, would love to chat…?
Follow-up Required
Idea
Client Engagement
Networking Opportunity
Fintech Innovation
Idea to connect with companies from the FM app via LinkedIn, suggesting outreach based on missed opportunities at events like the Fintech meetup. Follow-up is not required.
66
Make covers 50% of events tickets, 2 people. Need to plan in quarters or semesters
Follow-up Required
Idea
Client Engagement
Event Planning
Business Development
Make covers 50% of event tickets for 2 people, with planning needed in quarters or semesters. Follow-up is required.
67
Title
Status
Follow-up Required
Content
Follow-up Date
Pipedrive
Contact LinkedIn
Contact Email
Business URL
Slack Link
Follow-up Required
Need to find a way to talk to this guy or his team. His speech was about integrations and APIs, how traditional banks like Chase failed at updating their stack and how they are opening to the software community
Follow-up Required
Follow up with this indian company (currently India and middle east banks) trying to expand to US. Missing integrations to their Ai processing document product
Follow-up Required
Geri offered to speak with his supervisor for integrations questions. Has some deals stuck in pipeline
Follow-up Required
this is a small law firm, follow up for Zapier work and Clio
Follow-up Required
Follow up with the guy from Stax, Stax, S-T-A-X, he was formerly from Blockchip and he sold his integration company to Stax, so probably having the same journey as we do.
Follow-up Required
Another pain point from SAS company, but they do have their own internal engineering team supporting the integrations, but their main pain point is data silos and accessing the API from the customer.
Follow-up Required
Good already second recommendation for being the consultant for bigger companies that doesn't have the tech background or support internally.
PK: how do we find the people in bigger companies with budget without tech background?
PK: how do we find the people in bigger companies with budget without tech background?
Follow-up Required
I got a tip from Fabrizio Tosi which works for a bank that credit unions fintechs that work with credit unions need to generate a lot of files and we can target those that's a good ICP
Follow-up Required
This guy seemed very friendly and wanted to help us, but is not technically enough so he offered to connect with the Tech team leader. He has a team of engineers doing the connections for new customers but felt there could be space for us. Super enterprise. I think it's a good lead to develop
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