MIKHAIL DADOV
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Mikhail Dadov

Fintech CRM Strategy

Fintech CRM Strategy: onboarding, consent, customer activation, and retention. Senior CRM strategy and leadership.

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When I am the best fit

I connect onboarding, consent, customer activation, and retention with customer economics, clear decision rights, and cross-functional leadership.

  • Fintech teams with strong customer volume but weak repeat revenue discipline
  • Teams where CRM, product, analytics, and commercial owners still work in parallel
  • Leaders who need a commercially grounded operating model, not more channel activity
What clients get
  • Sharper lifecycle and retention priorities tied to repeat revenue
  • Clear ownership across CRM, product, analytics, and vendors
  • A roadmap that fits commercial pressure, team reality, and platform constraints
Typical scope
  • CRM audit, lifecycle redesign, and retention roadmap
  • Segmentation, CDP/CRM logic, and measurement model
  • Fractional leadership or senior advisory for execution quality
Experience and results

European fintech: lifecycle governance on Bloomreach

I audited and migrated CRM in Bloomreach, covering measurement, consent, KYC, onboarding, segmentation, and 20+ lifecycle journeys. Conversion increased by 10% and retention revenue by 3%. The work connected customer data, product requirements, and commercial priorities.

When to bring me in
  • The customer base is large, but repeat behavior is unstable
  • CRM sends a lot, yet leadership still cannot see a reliable revenue line
  • The team needs a senior operator who can connect commercial reality with CRM work
Contact

Fintech CRM Strategy: onboarding, consent, customer activation, and retention. Senior CRM strategy and leadership.

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Questions teams usually ask

I connect onboarding, consent, customer activation, and retention with customer economics, clear decision rights, and cross-functional leadership.

Questions teams usually ask

FAQ

Can the work extend beyond fintech CRM?

Yes. The scope can include retention, lifecycle, loyalty, segmentation, and team leadership, depending on the business priorities.

Can you work with the current team and stack?

Yes. Most mandates start on top of an existing team, vendor setup, and platform stack. The job is to make that system commercially sharper and easier to run.

How do we start?

Start with a 1-hour consultation to review the goals, constraints, and data available. We then scope an audit, roadmap, or leadership engagement separately.