Banks
Receive briefs that explain who owns the business, what it does, where it trades and which accounts it needs.
Meet clients who need your banking, payment or technology services. Tell us who you serve and which cases you will consider. We help prepare those cases, or help your clients find banking support when you refer them to us.
Work with us to offer accounts, payments or technology, or refer clients who need help. We agree how to share cases and who takes each next step.
Receive briefs that explain who owns the business, what it does, where it trades and which accounts it needs.
Meet firms that need the currencies, payment routes and account features you offer.
Help connect banking with the technology clients need for ledgers, compliance checks, cards or payments.
Match your services to clients who need to collect funds, make pay-outs, accept cards and settle payments.
Refer clients who need banking support. We agree how referrals work and give you a clear point of contact.
Tell us who you serve, where you work and what you offer. Set out how you prefer to receive client cases.
Set out the clients you serve, the services you offer and how we will work together. Each case has a clear point of contact. We agree commercial or referral terms and any required disclosures separately.
Tell us who you serve, what you offer and how you’d like to work with us.