How to prepare for a partner meeting for your money app
By SendPay Business · · 2 min read
Sooner or later you will sit down with a possible partner: a business that could use your app, a community group or a supplier. A little preparation makes it far more likely the meeting leads somewhere.
Know what they need
Find out what the other side cares about, such as saving time, getting paid faster or serving their members better, and speak to that.
Bring the basics
Have these ready:
- Your one-sentence pitch.
- A short demo on your phone.
- Your fees, written down clearly.
- Who holds the money and how it is kept safe.
Ask for one small next step
Rather than a big deal, ask for something simple, such as a trial with a few customers or a mention in their newsletter.
Listen more than you talk
Their questions tell you what worries them. Write them down and answer honestly, even if the answer is "not yet".
Follow up the same day
Send a short thank-you with what you agreed and the next step. Most partnerships are won in the follow-up.
Build it
Create your own financial platform.
Pick a template, name it, brand it, preview every page before you pay. Your brand, your users, your fees.
Build my platform →Questions people ask
How do I show the app?
The demo guide covers giving a short, clear demo.
Show a demo of your money app →How do I explain the app quickly?
The pitch builder writes a one-sentence pitch from three simple answers.
Money app pitch builder →Can I call it a bank?
In most countries "bank" is a protected word you can only use with a banking licence. Call it an account, a wallet, an app or a platform. The accounts and payments behind a SendPay Business platform are powered by licensed partners.
Is there a step-by-step plan I can follow?
Yes. The free launch checklist takes you from picking your people and naming your app to setting fees, going live and winning your first ten customers.
Digital bank app launch checklist →How do I start?
Pick a template, name it and preview every page before you pay. Your platform can be live on your own domain within 24 hours of confirmation.
Build my platform →Read next
This guide is general information, not legal or financial advice. SendPay Business is a technology company, not a bank, and does not take deposits; regulated services on the platforms are provided by licensed partners. PayPal, Patreon and Substack are named as reference points only and are not affiliated with SendPay Business.