The Challenge
A New York-based FinTech company providing payment infrastructure and embedded finance solutions was expanding into new institutional markets.
Its sales team faced long enterprise buying cycles, limited access to senior financial decision-makers, and the challenge of communicating complex technology to multiple stakeholders.
The company needed a structured institutional business development strategy capable of reaching banks, payment providers, financial platforms, and strategic partners.
The IMEA Approach
IMEA established a targeted, account-based acquisition program supported by Intersa and dedicated business development specialists. The engagement included:
- Mapping 1,150 financial institutions and FinTech companies.
- Identifying Heads of Payments, CTOs, Product Directors, and partnership executives.
- Developing personalized outreach for different institutional buyer profiles.
- Coordinating multichannel campaigns and automated follow-ups.
- Qualifying institutional interest and scheduling executive meetings.
- Supporting pilot discussions, commercial introductions, and CRM pipeline management.
Results · 6 Months
| Metric | Result |
| Reach & engagement |
| Institutions targeted | 1,150 |
| Decision-makers identified | 3,600 |
| Institutional meetings booked | 86 |
| Opportunities & pipeline |
| Qualified opportunities | 34 |
| Pilot programs initiated | 12 |
| Qualified pipeline generated | $2.4M |
| Signed business |
| Commercial agreements signed | 7 |
| New annual contract value (ACV) | $560K |
Meetings booked are scheduled meetings, not necessarily meetings held. Qualified pipeline is the estimated value of open opportunities and is not revenue. Annual contract value (ACV) is reported as its own metric and is not ARR.