Sponsor banks and carriers
Launch without your own licence
A licensed partner lets you offer regulated products in a new country or a new line.
Solutions / Fintech, banking & insurance
Launch sooner with the banks and platforms your customers trust
In financial services, partners decide where you can launch, who can sell your product and whether customers trust it. Partnex helps you sign them sooner.
Your licence, your channel and your credibility often come from partners.
A partner bank or carrier decides which markets you can enter. Brokers, accounting platforms and commerce software decide whether customers find you. A familiar name helps them trust a new one. When a key partnership slips, the launch slips with it.
What partnership teams in financial services deal with
Due diligence before a partner bank or carrier says yes
Compliance questionnaires, risk reviews and committee approvals take months, and the conversation goes quiet between each round.
With Partnex
Partnex keeps every exchange on record, flags a thread that has gone quiet and drafts the next message, so a long diligence doesn’t lose momentum.
Depending on one regulated partner
A single sponsor bank or carrier is a single point of failure, and a second one has to be found before the first becomes a problem.
With Partnex
Each partnership the launch depends on becomes a workstream with its own ranked shortlist, so a second partner is being prepared while the first is being negotiated.
Contracts carry regulatory obligations
Liability, data handling, oversight rights and compliance warranties come back marked up by the partner’s counsel, and each change moves risk.
With Partnex
Term sheets are drafted around the limits you set, and when the bank’s lawyers return their version, Partnex explains each change and its risk before you decide.
Distribution through platforms that have many suitors
Accounting, payroll, commerce and broker software receive offers from every provider, and the partner team picks the one that fits its roadmap.
With Partnex
Partnex researches each platform’s partner program and roadmap and writes the proposal around what the platform gains, addressed to the people who own the decision.
Claims you have to be able to check
A provider says it covers local requirements, a partner says it serves your segment. Taking that on trust is a risk in a regulated launch.
With Partnex
Research links every material claim to its source, so you can see where a provider’s coverage or a partner’s reach is actually stated.
Where the right partners pay off
Embedded distribution
Win customers at the moment of need
Offer payments, credit or cover inside the software businesses already run.
Infrastructure providers
Launch with less to build
Identity checks, payment rails and core systems from providers who already cover the market.
Brokers, agents and incumbents
An established route to customers
Intermediaries who already advise your customers, and an established name behind your product.
From objective to partnership strategy
Partnex maps each partnership the launch depends on, starting with the bank that makes the others possible.
- Shortlists of banks, carriers and platforms, with sources
- Contacts in partnerships, product and compliance
- A business case for each counterparty
- Term sheets ready for legal review
Objective
Launch in Germany and Austria within 12 months
Partnership strategy
- EU partner bankLicensing and settlement
The launch depends on a licensed partner.
- SME accounting platformsEmbedded distribution
Businesses manage their invoices there.
- KYC and AML providersCompliance infrastructure
Onboarding has to meet German requirements.
- Industry associationsCredibility
A recommendation helps a new brand get a hearing.
Built for how financial services partnerships work
Momentum through long due diligence
Each exchange is kept on record, and Partnex reminds you when a conversation has gone quiet.
Drafts your lawyers can work with
Term sheets set out your obligations clearly, and Partnex explains each change the bank’s lawyers make.
Claims you can check
When a provider says it covers German requirements, Partnex shows you where it says so.
See where your partnerships stand
A free assessment of your partnerships against your competitors’, with the first new one already started for you.