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