MIKHAIL DADOV
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Mikhail Dadov

Fintech CRM Consultant

Fintech CRM consultant for teams that need customer lifecycle strategy, retention revenue, better segmentation, and stronger CRM execution.

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When I am the best fit

I step in when fintech teams need CRM to work as a revenue system instead of a campaign queue.

  • 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
Quantified case

Fintech lifecycle rebuild on Bloomreach

For a Bloomreach fintech program I rebuilt measurement, segmentation, and 20+ lifecycle journeys, adding +10% conversion and +3% retention revenue while making the operating model more commercially usable.

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
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Fintech CRM consultant for teams that need customer lifecycle strategy, retention revenue, better segmentation, and stronger CRM execution.

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Questions teams usually ask

I step in when fintech teams need CRM to work as a revenue system instead of a campaign queue.

Questions teams usually ask

FAQ

Do you work only with fintech crm consultant mandates?

No. This page is a narrow entry point. The work often expands into retention, lifecycle, loyalty, segmentation, or fractional leadership once the real operating constraint is clear.

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.

What is the best first step?

Usually a short call followed by a focused audit, a compact roadmap, or a scoped operating-model intervention.