Open Banking & Finance Operations
Open banking growth operations for ERP-connected businesses.
A fintech operations use case for explaining open banking value, qualifying ERP integration demand and helping finance teams see cash, POS and account data in one flow.
Public Context
Specialist Turkish fintech team under 100 employees
Obifin is an Istanbul-based AI-supported open banking and service banking platform that brings bank account and POS movements into one screen and integrates with ERP/accounting systems.
The Challenge
What needed to work.
Finance teams understand the pain of fragmented bank, POS and ERP data, but buyers need a clear path from problem awareness to integration requirements and implementation confidence.
Segment buyers by company size, ERP/accounting stack, bank coverage, POS complexity and reporting needs.
Build qualification flows that capture integration requirements before demos or technical calls.
Create dashboards for acquisition source, demo readiness, integration stage and product module interest.
Deliverables
- →Open banking landing pages
- →ERP integration questionnaire
- →Demo qualification workflow
- →Sales and implementation dashboard
- →Finance operations content map
Operational Outcomes
- →Better pre-demo understanding of buyer systems and integration needs.
- →Clearer routing between sales, technical support and implementation.
- →More relevant content for CFOs, accountants and operations teams.
- →A scalable growth operations layer for fintech buyers.
Next step: Connect demo qualification data to implementation timelines and post-launch adoption reporting.
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