Solution introduction

Guidance and insight on key activities supporting Fintech growth through virtual group masterclasses or tailored individual client sessions – delivered by members of the Opus Una leadership team

Our Masterclass format:

  • Virtual interactive classroom sessions

  • 10-15 company participants per class or arrange a bespoke private agenda

  • All sessions followed by ‘clinic’ to get answers to your specific questions and pain points

  • Access to support guides and templates on each class topic, available post-completion

  • 1 hour complementary consultancy follow up session with our experts to support use of class techniques in your own company

Currently Available Laser Coach Masterclasses:

  • Growth Through Better Client Engagement

Masterclasses coming soon:

  • Optimise your seed investment pitch(deck)

  • Building out your team for scale

  • Fast track Fintech product validation

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Business Strategy & Advisory, Technology Strategy & Consulting


In this second and final episode in our new series of video interviews with Opus Una, we speak to Sharmil Patwa, Founder of Opus Una. Sharmil gives us some examples......

Wealthtech examined. What does the future hold?

Business Strategy & Advisory, Digital (Robo) Investing, Technology Strategy & Consulting


Opus Una: Collaboration in wealth management technology - why it is important and how to make it work

Client Engagement & Management, Proposition Design, Development & Delivery, Technology Evaluation & Selection, Technology Strategy & Consulting


Opus Una: On disruption in the wealth management sector

Proposition Design, Development & Delivery, Technology Strategy & Consulting


The changing face of financial services: Disruption or evolution?

Business Strategy & Advisory, Technology Strategy & Consulting


Opus Una: Challenges and opportunities faced by UK wealth managers

Compliance & Regulation, Compliance & Regulatory Services


Opus Una: An introduction to Opus Una

Business Strategy & Advisory, Proposition Design, Development & Delivery, Technology Strategy & Consulting



Masterclass 1 ‘Growth Through Better Client Engagement’
Scaling B2B Fintech businesses successfully is dependent of course on a great product, viable business model and a capable leadership team. Ability to scale is also driven by a well-driven institutional client growth strategy. 

In a highly competitive market where cost of client acquisition is typically high, how you engage both target and live clients throughout the product lifecycle is critical.

This intensive 90 minute masterclass session is delivered by our Opus Una leadership team and featured in the PWC Scale Fintech programme agenda in 2020. 

It packs in key techniques, tips and methodologies on how to most efficiently and effectively engage your target clients and how to evolve your relationships into strategic partnerships. With a large focus on case studies and lessons learned from many years on the corporate front line, you will discover the processes that work and the mistakes to avoid.

You will learn:

  • How to identify the characteristics of an ideal client and prospects that match those criteria
  • How to efficiently research prospects to gain the right insight for engagement 
  • How to compare and prioritise client prospects based on clear evaluation criteria
  • Which client functions and stakeholders to engage - and how to do it
  • How to optimise the impact of product demos and proofs of concept through the sales cycle
  • How to position your firm/solutions as an attractive long term technology partner

Sessions conclude with a ‘growth clinic’ to tackle specific participant questions on this topic. 

Additional guides and templates that assist with executing the structured processes presented, will be available to participants post completion of the masterclass.

Who should attend?
All wealth technology firms with B2B product offerings, looking to improve engagement with their target financial institution clients.


Testimonials from previous masterclass participants:

"We took part in the "Fintech Growth through Client Engagement" masterclass given by Opus Una as part of the 2020 PWC Scale programme. The session was both insightful and enjoyable, with industry-wide and group-specific examples to bring the material to life. We took away actionable approaches and techniques which will inform our own client growth journey. I highly recommend this class, it delivers significant value for existing or new Wealth industry participants looking for traction with institutional clients."
-    Hamish Croll, Executive Director Bluefire AI

“Opus Una delivered real value for the Kidbrooke team through the growth masterclass, with some useful insights and structured methods to incorporate into our Sales process. I would recommend this class for B2B Fintechs looking to increase their success in targeting and winning institutional clients”
-    Fredrik Daveus, CEO Kidbrooke

Key Data

Year launched
  • Bespoke
  • One-off-sale
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Brokers/Broker-Dealers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors
Client Regional Presence

Expert Laser – Laser Coach (Masterclasses)

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