3Co FSI Advisory
FSI Advisory

Selling into financial services is a different game.

Sophisticated buyers, heavy regulation, long cycles — and no patience for a generic pitch. I spent two decades on the inside of that world. Now I help technology companies win in it.

Why it's hard

Most technology companies underestimate financial services.

The buyers are more sophisticated, the regulation is heavier, and the cycles are longer than almost anywhere else. A message that wins in other sectors can fall flat — or fail compliance — the moment it meets a bank, an insurer or a payments business. Breaking in takes more than a good product; it takes genuine understanding of how these organisations think, buy and are held to account.

That's the understanding I bring — from twenty years on the inside, most recently as Global Field CTO for Financial Services at NetApp.

How I help

From strategy to the front line.

Go-to-market strategy

A route into the market that holds up

Where to focus, who to target, and how to position — a go-to-market plan built for the realities of financial services, not a generic playbook.

Sales enablement

Teams that can engage the hardest buyers

Sharpen the message and equip your teams to hold their own with sophisticated, regulated buyers — the language, the plays, and the confidence to use them.

Regulatory context

Fluent in the rules that shape the deal

Frame your value in the language of resilience, risk and regulation — DORA and beyond — so you're seen as an asset to a regulated business, not a risk to it.

Executive briefings

Credible in front of the C-suite

Facilitated briefings and sessions on the trends shaping financial services — AI, data, resilience — that earn the trust of a senior room.

Why me

An insider's view of a closed world.

20+ yrs
Enterprise technology & financial services
Field CTO
Former Global Field CTO, FSI — NetApp
Keynote speaker
AWS Summit NY · AI-for-FSI Summit, Paris
Judge
Payment Awards 2026

For two decades I've sold into and worked alongside the most demanding institutions in financial services. I know how these buyers think, what earns their trust, and where go-to-market plans stall — and how to build ones that don't.

In their words

“One of those rare leaders who pairs elite technical depth with truly ‘getting’ the business drivers behind financial services.”

— Peter Dean, Industry Strategist

Let's talk

Ready to win in financial services?

Tell me where you're trying to get to — I'll come back to you personally.