Case study 01 · Business development
International B2B business development
Direct conversations with prospective B2B clients in France, Canada, Malaysia and the UAE about SaaS, BaaS and payment-infrastructure products — from first call to qualified opportunity.
Tools
- 01France
- 02Canada
- 03Malaysia
- 04UAE
SaaS · BaaS · payment infrastructure
Overview
Much of my client-facing work has been with businesses outside India — companies evaluating software, BaaS (banking-as-a-service: banking capabilities a company builds into its own product) and payment infrastructure. The person on the other side is usually a founder or a senior decision-maker, and the conversation crosses time zones, cultures and very different regulatory backgrounds.
My job is to turn interest into a clear, qualified opportunity: understand what they’re trying to build, explain what the product actually does for them, and keep the conversation moving until there’s a real decision to make.
The challenge
Infrastructure is hard to buy. Before a prospect can say yes, they need to know:
- what they’d be responsible for, and what the provider handles;
- how compliance and onboarding work in their market;
- what it takes to go live, and what they’d need to provide.
A pitch that skips any of these doesn’t fail on the call — it stalls weeks later. So the work is less about presenting and more about asking the right questions early.
What I did
- Ran first conversations and discovery — their customers, current systems, licences, constraints and what they wanted to launch.
- Explained the product in their terms — what changes for them, what stays with the platform, and where the responsibility sits.
- Mapped needs to an offer — for example, a fully branded platform versus an API integration.
- Handled commercial follow-up — written recaps, answers to open questions and an agreed next step after each call.
- Qualified and progressed leads — separating real opportunities from curiosity, and moving the real ones into the pipeline.
- Kept relationships warm over multiple touchpoints, not a single pitch.
- 01 First contact Outbound, referral or inbound — context gathered before the call.
- 02 Discovery Customers, systems, licences, constraints and the goal.
- 03 Product fit Branded platform, API — or not a fit, said early.
- 04 Commercials Scope, onboarding steps and what the client needs to provide.
- 05 Follow-up Recap, open questions answered, next step agreed.
- 06 Qualified Logged in the CRM with the context the next person needs.
Example: positioning a white-label platform
Closer to home, one of the products I represent in India is RBP Finivis’s white-label forex platform — software a partner runs under its own brand. The pitch comes down to one line:
You have the customers. We have the licence and the stack.
A partner — a fintech, a bank, or a travel, education or immigration business — can launch a fully branded platform or integrate through APIs, while RBP Finivis runs the licensed infrastructure, KYC and compliance workflows underneath. I also produced the campaign that carries this message: Your brand on top. Our engine underneath.
Outcome
I don’t name the companies involved — those conversations belong to them. I’m happy to walk through specific conversations, and what I learned from them, in an interview.
Capabilities demonstrated
Professional B2B communication · discovery and requirement gathering · explaining technical products plainly · commercial follow-up · lead qualification · relationship management · cross-cultural communication · SaaS and BaaS fundamentals.