Identify Credible Banks
Assess target banks against budget, product need, sponsorship, mandate, buying center, and partnering intent.
Get Your Fintech Into Banks Faster
Qualify opportunities, diagnose stalled deals, and prepare every step from POC to contract.
Get Started
Built for Fintechs Strugglingwith Bank Adoption
Fintech teams often mistake bank "interest" for a real opportunity. Demos lead to handoffs, POCs consume resources, and months pass without a contract or clear no. The answer is not "do more POC's." It is deploying a structured process to evaluate each bank’s buying process, decision-makers, sponsorship, budget, and readiness. So resources can be focused where they have the highest chance of delivering a signed deal.
From a team that has driven $10 billion in 40+ deals across digital banking, wealth, payments, and compliance technology.
How it works
Identify, Accelerate, and Close
Accelerate Opportunities
Diagnose stalled deals, internal handoffs, and qualification signals. Clarify the next decision required to advance.
Prepare to Close
Remove friction for a smooth launch by clearing all bank due diligence hurdles and sourcing requirements.
Meet Jason Zaler, CEO
Jason is the Founder & CEO of Presidio Strategies, where he helps fintech leaders navigate how banks buy, prioritize the right opportunities, and accelerate deals from initial interest through partnership and close.
Over his career, Jason has driven more than $10B across 40+ transactions spanning digital banking, wealth, payments, and compliance technology. His experience includes leadership roles at JPMorgan Chase, Oliver Wyman, Ping An, and PwC, giving him a rare perspective from both sides of the bank-fintech relationship.
Today, he brings that experience to fintech teams that want a more disciplined, informed path into major financial institutions.
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