Advisory Services·finconduit

Three Services.One Goal: Make You Institutional-Ready.

Banking access, compliance architecture, and regulatory documentation — the three disciplines that determine whether your institution operates with confidence or caution. We provide expert advisory across all three.

3

Core advisory disciplines

87%

Pre-approval success rate

2–12 wks

Typical engagement duration

EEA + UK

Primary jurisdictions

Three disciplines.
All in practice.

Specialist advisory built for regulated financial institutions that cannot afford to treat compliance as a checkbox.

014–12 weeks

Bank Account Opening & Institutional Banking Access

Navigate the complex relationship between regulated fintechs and institutional banking partners.

What This Solves

Being de-risked, repeatedly rejected, or told your compliance documentation is insufficient — without a clear explanation of what needs to change.

What's Included

  • Correspondent and EMI banking introductions
  • Pre-application compliance documentation review
  • Banking partner matching to your licence type
  • Ongoing relationship management post-onboarding
  • Escalation support for queries and RFIs

Who This Is For

VASPs, CASPs, EMIs, PSPs, and cross-border payment companies seeking their first or replacement institutional banking relationship.

022–8 weeks

Compliance & Regulatory Advisory

End-to-end advisory on regulatory posture, AML frameworks, and jurisdiction-specific obligations.

What This Solves

Uncertainty about what your actual regulatory obligations are, costly surprises during examinations, and compliance programmes that satisfy a template but not a regulator.

What's Included

  • MiCA, PSD2, GDPR, and AML gap analysis
  • Compliance programme design and build
  • Regulatory change monitoring and alerts
  • DORA and EMD2 readiness assessment
  • Board-level compliance reporting frameworks

Who This Is For

Regulated fintechs preparing for MiCA transition, PSPs subject to revised PSD2 obligations, and EMIs operating across multiple EEA jurisdictions.

032–6 weeks

Legal Opinions & Regulatory Documentation

Structured documentation prepared to the standard regulators and banking partners actually require.

What This Solves

Documentation that passes internal review but fails at the banking partner or regulator stage — typically because it was not written for the reader it needs to satisfy.

What's Included

  • Legal opinion preparation and review
  • AML/CFT policy and procedure documentation
  • Regulatory submission support and filing
  • DPIA and data governance documentation
  • Counterparty-facing compliance packs

Who This Is For

Institutions requiring documentation for banking applications, regulator submissions, licence variations, or counterparty due diligence requests.

Service deep-dives.

The problem each service addresses, how we approach it, and what you can expect at each stage.

Problem Statement

The de-risking problem is structural, not administrative.

Institutional banks have systematically reduced exposure to fintech clients over the past decade — not because of isolated bad actors, but because compliance cost-to-revenue ratios make the relationship economically unattractive without the right framework in place. Most fintech applications are rejected at the compliance review stage, often before a relationship manager even sees them. The documentation submitted is frequently generic, misaligned to the specific bank's risk appetite, or simply not written for the audience reviewing it.

Solution Overview

Relationship architecture, not referral.

We work with pre-qualified banking partners who understand regulated fintech risk. Our introductions come with a compliance presentation layer tailored to each bank's specific requirements — so your application arrives pre-contextualised. We stay with the file through the full onboarding process, responding to RFIs, updating documentation, and managing the relationship until the account is operational.

Engagement Workflow

01

Initial Assessment

Week 1–2

Review of your existing documentation, licence type, jurisdiction, and business model against known banking partner requirements.

02

Documentation Gap Analysis

Week 2–3

Identification of gaps between your current compliance documentation and what institutional banking partners require.

03

Documentation Remediation

Week 3–6

Build or update AML/CFT policies, KYB packs, and compliance summaries to the standard required for banking applications.

04

Banking Partner Matching

Week 4–5

Identify and shortlist the most suitable banking partners based on your risk profile, licence type, and jurisdiction.

05

Managed Introduction

Week 5–8

Formal introduction to shortlisted banking partners with a prepared compliance presentation. We manage the initial dialogue.

06

Onboarding Support

Week 8–12

Ongoing management of RFIs, compliance queries, and documentation requests until the account is confirmed operational.

Common Questions

Which service do you need?

A straightforward decision framework based on the most common situations we encounter.

Scenario
Recommended

You have been rejected by a bank without a clear explanation.

Banking Access

You are preparing for MiCA authorisation or transition.

Compliance Advisory

A regulator has issued an information request or raised concerns.

Legal Documentation

You have banking access but uncertainty about your compliance obligations.

Compliance Advisory

A banking partner or institutional counterparty has requested compliance documentation.

Legal Documentation

You are launching in a new EEA jurisdiction.

Compliance Advisory + Banking Access

Unsure which service applies to your situation? Book a complimentary initial assessment and we will advise on the correct engagement scope.

Start your engagement

Two ways to begin.

Choose the engagement that fits your current position. Both are without obligation.

Free · 30 minutes

Get Your Bankability Score

A structured assessment of how institutional banking partners will evaluate your compliance documentation, licence type, and risk profile. No commitment. Honest output.

  • Compliance documentation review
  • Banking partner compatibility analysis
  • Prioritised remediation recommendations
Request Bankability Score
Exploratory · No commitment

Talk to Our Team

A direct conversation with a senior compliance advisor to discuss your regulatory situation, ask specific questions, and determine whether an engagement is appropriate for your institution.

  • Confidential initial consultation
  • Scope and timeline discussion
  • Engagement structure options
Book a Call

All initial engagements are treated with strict confidentiality. finconduit does not share client information with third parties without express consent. We respond to all enquiries within one business day.