What does Story Mode do?

Story Mode helps startups grow through Fractional CMO leadership, AI marketing agents, and growth hacking. We build strategy, prioritize execution, and improve funnel performance to increase pipeline and revenue.

Who should hire a Fractional CMO?

A startup should hire a Fractional CMO when it needs senior marketing leadership but is not ready for a full-time CMO. This model is ideal for teams that need strategic direction, tighter execution, and faster growth decisions.

Where are your clients based?

Story Mode works with startups globally, with most clients based in the US. We're headquartered in Canada and also support remote-first teams across North America and beyond.

How do AI marketing agents improve growth?

AI marketing agents automate repetitive marketing operations such as research, workflow execution, and reporting. This gives teams more speed, lower operational drag, and faster experiment cycles.

// Fractional CMO for Fintech Startups

Trust-driven growth —
built for fintech.

Fintech growth requires trust, clarity, and disciplined execution. Story Mode helps fintech startups tighten positioning, improve conversion, and scale go-to-market momentum — led by one senior operator with 19 years of hands-on experience.

Funnel conversion lift

90-day

GTM sprint model

30+

Fintech clients

Book a Strategy Call →See how it works

Results Deliverables Engagement

Trusted by fintech founders at

BlockonomicsBitrefillGroundfloorStep3RaiinmakerManulife

// Who this is for

Built for fintech founders who need
a real marketing leader.

Complex Buyer Journeys

Fintech founders navigating trust-sensitive, multi-step buyer journeys who need positioning that earns confidence at every stage.

Unclear GTM Narrative

Teams with product traction but an unclear go-to-market story. You have users — but your messaging doesn’t convert at scale.

Marketing-Sales Misalignment

Startups where marketing and sales aren’t speaking the same language — leading to weak handoffs, lost deals, and inconsistent pipeline.

// The problem

Sound familiar?

Weak differentiation in crowded fintech categories — your product is strong but the market can’t tell.
Long sales cycles with low conversion consistency — demos happen but deals stall.
Channel spend without clear pipeline impact — you’re spending but can’t trace what’s working.
Trust-sensitive buyers who need proof before they commit — and your messaging isn’t giving it to them.
No senior marketing leader connecting strategy to execution across your team and vendors.

Story Mode fixes the leadership gap. Not with more tools — with trust-driven positioning and disciplined execution.

// What you get

From narrative to pipeline.

A Fractional CMO from Story Mode doesn’t just advise — they embed. 10-20 hours per week, leading strategy, directing your team, and building the systems that convert fintech complexity into market clarity.

01 —

Fintech Messaging Architecture

Category positioning, trust-signal hierarchy, and a messaging framework built for risk-sensitive buyers who need clarity before commitment.

02 —

Funnel & Lifecycle Optimization

Map the buyer journey, identify decision friction, and rebuild conversion paths from first touch through onboarding to revenue.

03 —

KPI Framework: Acquisition to Revenue

Dashboard setup, attribution modeling, and a decision framework that connects channel spend to qualified pipeline and closed revenue.

04 —

GTM Sprint Cadence

A 90-day sprint model with defined experiments, weekly performance reviews, and a decision framework so you know what’s working and what to kill.

05 —

Team Direction & Execution

Your marketers, designers, and agency partners get a senior leader who sets priorities, runs standups, and removes blockers weekly.

06 —

AI Agent Workflows

Custom AI agents built on n8n and OpenClaw to automate research, content ops, competitive monitoring, and reporting.

// Deep expertise

We know fintech cold.

Payments

Payments & Payment Rails

Positioning for payment platforms, merchant services, and cross-border solutions — where trust and clarity drive adoption over feature lists.

Lending

Lending & Credit Platforms

Growth marketing for alternative lending, BNPL, and credit products — compliance-aware messaging that balances persuasion with accuracy.

Neobanks

Neobanks & Digital Banking

Category creation and differentiation strategy for digital banking challengers competing against incumbents with deeper pockets.

We also work with insurtech, wealthtech, and embedded finance startups — the methodology adapts, the rigor doesn’t.

// Your first 90 days

How it works.

Days 1–30

Discover & Clarify

Audit your positioning, funnel, channels, and metrics. Clarify your category story and build the trust signals your buyers need.

Market auditCategory storyTrust signal mapping

Days 31–60

Rebuild & Align

Rebuild the funnel journey around decision friction. Tighten handoffs between marketing and sales. Align messaging to buyer risk and ROI.

Funnel rebuildMessaging frameworkSales alignment

Days 61–90

Launch & Measure

Launch focused experiments tied to pipeline outcomes. Measure, iterate, and compound what works into a repeatable growth cadence.

Experiments livePipeline attributionOptimization cycles

// Results

What this looks like in practice.

“Stronger qualified demand in one quarter.”

A fintech startup had product strength but a muddled market narrative. We reframed messaging around buyer risk and ROI, tightened conversion paths, and introduced a disciplined growth sprint model. In one quarter, the team gained stronger qualified demand and better consistency from first touch to sales conversations.

Stronger qualified demand in one quarter

// Client signal

What they said.

“Reggie helped build the growth team from the ground up. His leadership and hands-on approach inspired juniors and built awesome team culture.”

Shiva S. — Founder, Blockonomics

“Deep knowledge in marketing with a deep passion about crypto. Always quick to produce results.”

Sergej Kotliar — CEO, Bitrefill

“Helped kickstart our marketing strategy from concept to new product launch.”

Nick Casares — Head of Product, Step3

// Engagement

How we work together.

Fractional CMO for Fintech

Embedded marketing leadership on a monthly retainer. Reggie joins your fintech team as your CMO — setting strategy, directing execution, and owning the growth outcomes.

10-20 hrs/week embedded
Fintech-specific growth roadmap
Team direction & execution
Funnel optimization sprints
Monthly performance reviews
Optional: AI agent workflows
Slack/async communication
Month-to-month, no lock-in

Book a Strategy Call →

Not a team stat — Reggie has personally led every one of these engagements across 19 years. This is founder-led, hands-on marketing leadership.

// FAQ

Questions.

// Ready to activate

Enter
Story Mode.

Need sharper fintech GTM execution?
One 30-minute call. No pitch decks. Just an honest conversation about what your fintech marketing needs next.