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Angi Milano

Founder & CEO at Maven Advisory

Chicago, United States

Angi Milano is the founder and CEO of Maven Advisory, where she advises fintech founders and leadership teams on the revenue, growth, and go-to-market decisions required to sell successfully into banks and credit unions.

With more than 15 years of experience across financial institutions and fintech, Angi brings a perspective shaped by both sides of the buying table. She has worked inside organizations including HSBC, Capital One, Citigroup, BCU, and Alliant, evaluating and buying technology, and has also led revenue strategy and execution for fintechs selling into the financial services market. She has been directly involved in six acquisitions throughout her career.

Today, her work focuses on the realities of selling technology into financial institutions: positioning and message-market fit, enterprise sales strategy, buyer behavior, revenue strategy, fintech-bank partnerships, and the changing way financial institutions evaluate and adopt technology.

Angi is also the co-founder and co-host of The GTM Loop, a podcast focused on the realities of building, selling, and growing in fintech, and the co-founder of Midwest Fintech, an initiative focused on strengthening the fintech community across the Midwest.

As a speaker, writer, advisor, and fractional leader, Angi brings a practical operator's perspective to conversations about fintech growth and financial services innovation, grounded in what she has seen work from both the buyer and seller side of the market.

Available For: Advising, Authoring, Consulting, Speaking
Travels From: Chicago, IL
Speaking Topics: How Banks and Credit Unions Buy Technology, Selling Fintech to Financial Institutions, The Changing Fintech Buyer, Fintech Revenue and Growth Strategy

Speaking Fee $7,500 (In-Person), $3,500 (Virtual)

Personal Speaking Website: www.mavenadvisory.co
Angi Milano Points
Academic 0
Author 55
Influencer 0
Speaker 14
Entrepreneur 20
Total 89

Points based upon Thinkers360 patent-pending algorithm.

Thought Leader Profile

Portfolio Mix

Featured Videos

The GTM Loop Podcast
September 16, 2026
Embedded Finance, AI, and Fintech’s Next Big Disruption w/ Maven Advisory’s Founder
September 16, 2026
Navigating the #FinTech Landscape — A Journey of Independence
September 16, 2026

Featured Topics

Selling Fintech to Banks and Credit Unions

Selling technology into financial institutions is different from traditional B2B sales. Angi brings experience from both sides of the table to unpack how fintechs can sharpen their positioning, reach the right buyers, navigate long and complex sales cycles, and build a revenue strategy around how banks and credit unions make decisions.

How Financial Institutions Buy Technology

What makes a bank or credit union move from interest to evaluation to a signed contract? Drawing on her experience buying technology inside financial institutions and selling fintech into them, Angi breaks down how buyers evaluate solutions, where deals get stuck, what creates confidence, and what fintechs often misunderstand about the buying process.

Innovation That Financial Institutions Can Actually Adopt

Financial institutions are under pressure to move faster on AI, automation, digital experience, and emerging technology, but adoption depends on more than the technology itself. Angi explores how banks, credit unions, and fintechs can evaluate innovation through the lens of business value, customer trust, risk, implementation, and measurable outcomes.

Company Information

Company Type: Company
Business Unit: Maven Advisory - Strategy & Growth
Theatre: North America, Europe, Latin America
Minimum Project Size: $5,000+
Average Hourly Rate: $200-$300
Number of Employees: 1-10
Company Founded Date: 2024
Media Experience: Experienced speaker, moderator, podcast host and m
Last Media Interview: 09/10/2026

Areas of Expertise

AI 30.01
Business Strategy
Careers 30.44
Change Management 30.03
Design Thinking
Digital Disruption
Digital Transformation
Entrepreneurship
Finance 32.20
FinTech 33.25
Future of Work
Innovation
Leadership 30.04
Marketing 30.25
Personal Branding
Sales 36.54
Social
Startups 34.17

Industry Experience

Financial Services & Banking
Media
Professional Services

Publications & Experience

13 Article/Blogs
Issue 12 - Maven Mindset is back, with conference math you can use
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September 08, 2026

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Tags: Finance, FinTech, Startups

Credit Union Lending Is Getting More Complex. The Conversations Around It Need to Get Better
Finopotamus
August 12, 2026
Credit unions are under pressure to grow lending at a time when the margin for error is getting smaller.

Loan growth has slowed across much of the industry, credit performance is under more scrutiny, and members still expect faster, easier borrowing experiences. At the same time, lending teams are being asked to make decisions about automation, pricing, underwriting and AI without losing sight of risk.

That makes the question bigger than how to originate more loans.

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Tags: Finance, FinTech

Issue 11 - What Investors Are Really Looking for Right Now
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January 05, 2026

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Tags: Finance, FinTech, Startups

Issue 10 - Year End Spotlight
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December 18, 2025
A look back at the year I finally bet on myself.

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Tags: Finance, FinTech, Startups

Issue 09 - Celebrating Purpose, Independence, and the Power of Community
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December 01, 2025

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Tags: Finance, FinTech, Startups

Issue 08 - The Hard Part Comes After the Contract
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November 03, 2025

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Tags: Finance, FinTech, Startups

Issue 07 - What Success Looks Like in CU + Fintech Partnerships.
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October 01, 2025

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Tags: Finance, FinTech, Startups

Issue 06 - Real Rewards Start With Better Money Behavior.
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September 02, 2025

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Tags: Finance, FinTech, Startups

Issue 05 - The Truth About Selling to Community Banks
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August 01, 2025

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Tags: Finance, FinTech, Startups

Issue 04 - Mission-Driven Banking and Economic Freedom.
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July 01, 2025

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Tags: Finance, FinTech, Startups

Issue 03 - Democratizing Financial access for small business.
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May 30, 2025

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Tags: Finance, FinTech, Startups

Issue 02 - Latin America, Leadership, and Financial Inclusion.
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May 01, 2025

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Tags: Finance, FinTech, Startups

Issue 01 - The Re-brand story and the strategist behind it.
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March 28, 2025

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Tags: Finance, FinTech, Startups

1 Founder
C0-Founder
The GTM Loop
August 08, 2025

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Tags: FinTech, Marketing, Sales

5 Panels
Power Panel: Precision Lending: Using Data And Ai To Win Without Taking More Risk
FinovateFall
September 11, 2026
1. How precision lending is being transformed by AI and advanced data models to evaluate borrower credit risk, speed up underwriting from days to minutes and fine-tune loan pricing.
2. How AI can help FIs to process alternative data, automate compliance, and spot default risks early while keeping human oversight for complex cases
3. Transforming the lending journey of tomorrow through Agentic AI - how autonomous agents can orchestrate the process steps in the background and in real-time - from understanding the context, supporting decision making and proactively engaging with the client
4. With AI the future of lending is not about doing the same things faster; it is about fundamentally reimagining the end-to-end process and transforming operating models

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Tags: Finance, FinTech

The Growth Stack
Midwest Fintech & MWAA for TechChicago Week
July 22, 2026
GTM, Sales & Partnerships for Scaling ISOs. Midwest Fintech takes the stage at the Midwest Acquirers Association annual conference for a 60-minute deep dive into how the region's top ISOs actually win.

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Tags: Finance, FinTech, Sales

Power Panel: The 90-Day Digital Playbook for Credit Unions - How Smaller Institutions Can Make Meaningful Progress Without Big-Bank Budgets
FinovateSpring
May 07, 2026
1. What can realistically be delivered in 90 days? Moving away from transformation fantasies
2. How to prioritise one or two digital initiatives that actually move the needle
3. Separating “nice-to-have” innovation from regulatory, revenue or CX-critical change
4. What progress looks like when legacy cores can’t be replaced (yet)
5. How to show tangible momentum to boards and regulators quickly
6. Case studies of incremental wins that unlocked further funding

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Tags: Finance, FinTech

Design to Win: Smarter CX & GTM for Growth
RevTech Labs/Fintech Insuretech Generations
June 11, 2025

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Tags: Finance, FinTech, Startups

ScaleUp
1871
May 08, 2025
Join us on Thursday, May 8th for the 8th annual ScaleUp, a half-day event designed to equip founders and leaders with the insights and strategies they need to scale their businesses, enhance their leadership skills, and navigate today’s ever-changing technical and geopolitical landscape.

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Tags: AI, Change Management, Startups

14 Podcasts
Ep 14 - The Bake Sale Is Not the Strategy
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August 23, 2026
What do declining nonprofit membership, the loneliness epidemic, walking groups, and startup methodology have in common? More than you might think. This week, we are joined by Deborah Hill, Founder & CEO of Seahorse Innovation Lab, to talk about what happens when you take lessons from 30+ years in t

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Tags: FinTech, Sales, Startups

Ep 13 - Hiring for Impact
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July 27, 2026
Hiring can accelerate growth or slow it down. In this episode, we sit down with Sarah Greenwell, Founder of Growth Mode Partners, to talk about one of the biggest challenges founders face: knowing who to hire, when to hire, and what role will make the biggest impact. We explore why founders often h

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Tags: FinTech, Sales, Startups

Ep 12 - You're Leaving 25% of Your Market Behind
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May 12, 2026
What happens when your product or website isn't accessible? You lose customers. Emily Goodson joins us to break down why accessibility should be built in from day one, not added after the fact. We talk about real-world consequences, from failed user experiences to compliance issues, and how small ch

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Tags: FinTech, Sales, Startups

Ep 11 - There's Data… and Then There Are Vibes
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April 27, 2026
In this episode of In the Loop with Holly & Angi, we sit down with Hanane Bouchareb, Head of Product Management at M1 to talk about the real role product plays in go-to-market strategy.   We get into the balance between data and instinct, and why "vibes" actually matter more than people like to ad

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Tags: FinTech, Sales, Startups

Ep 10 - Solving the Unnamed Problem
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April 05, 2026
How process, communication, and decision-making quietly break down as teams scale. In this episode, we sit down with Chrystal Price, founder of In Good Company Co., to talk about something every growing company feels but rarely defines. We see this in repeated meetings that go nowhere, decisions tha

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Tags: FinTech, Sales, Startups

Ep 9 - Will You Swipe Left on Your Bank?
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March 22, 2026
Our guest this week is Fabiola Salazar, VP of Technology Banking at Wells Fargo. Fabiola works directly with founders to help them solve one of the most overlooked parts of building a company: choosing the right banking partner. In this episode, we talk about what fintech founders should expect f

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Tags: FinTech, Sales, Startups

Ep 8 - Don't Be Clever at the Expense of Clarity
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March 08, 2026
In this episode of The GTM Loop, we sit down with Arden Evenson of Firefly Advising to talk about messaging, clarity, and why so many companies make their products harder to understand than they need to be. Arden shares lessons from her early days at SoFi, why clarity always beats clever copy, and h

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Tags: FinTech, Sales, Startups

Ep 7 - The Pitch Slap Recovery Plan
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February 15, 2026
In this episode, Angi and Holly talk about what empathetic selling looks like in fintech and why chasing an ICP just because "they have budget" is not a real strategy. They unpack what buyers inside financial institutions are worried about, the personal and reputational risk behind every decision, a

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Tags: FinTech, Sales, Startups

Ep 6 - Your AI Is Only as Smart as Your Mess
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February 01, 2026
In this episode, Angi and Holly sit down with Neal Mann, co-founder of Noan, to talk about the part of AI most companies keep avoiding: their foundation.   Neal explains why layering AI on top of broken systems does not work, why documents were never meant to be the backbone of modern businesses, a

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Tags: FinTech, Sales, Startups

Ep 5 – SKO or Expensive Field Trip?
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January 18, 2026
Sales Kickoff season is here, and Angi and Holly have thoughts.   In this episode, they break down what actually makes an SKO useful and what turns it into a glorified team vacation with better lighting. From comp plans and pipeline math to role-playing trauma, ICP clarity, and why trust matters mo

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Tags: FinTech, Sales, Startups

Ep 4 – The Year-End Reality Check
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December 29, 2025
Let's take a candid look back at what actually changed in GTM over the past year and what didn't.   We talk through the real shifts we saw in 2025, including the return of in-person events, the growing focus on credit unions, how rising conference costs are changing how teams show up, and why curat

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Tags: FinTech, Sales, Startups

Ep 3 - Stack It Like You Mean It
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December 09, 2025
In this episode, we get tactical. We walk through the tools we rely on every day to run our GTM motion, from CRMs to automation hacks. We talk about why spreadsheets are not a sales process, how to pick the right CRM for your team size, and the integrations that actually make your life easier.   We

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Tags: FinTech, Sales, Startups

Ep 2 - Create Demand, Don't Chase It
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November 11, 2025
Angi and Holly get real about early pipeline. We cover how to define an ICP, why you need at least three buyer personas, and what it takes to reach a cold contact. Hint: plan for 8 to 12 touchpoints. We unpack channel preferences, why text can beat cold calls, and how to warm specific accounts with

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Tags: FinTech, Sales, Startups

Ep 1 - How Growth Really Works
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October 08, 2025
Welcome to The GTM Loop Podcast with Angi Milano and Holly Glowaty.   We talk about go-to-market strategies that actually work. Real stories, honest lessons, and tactical conversations on how to sell it, keep it, and grow it.   From why growth is a loop (not a funnel), to navigating bank sales cyc

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Tags: FinTech, Sales, Startups

1 Video
Episode 2026-01: Navigating the Future of Technology and Gender Equality
Finopotamus
March 11, 2026
In this episode of Finopotamus Unscripted, host John San Filippo was joined by Angi Milano, Becky Reed, and Jill Robb to discuss the intersection of gender, technology, and the evolving landscape of financial services. Recorded shortly after International Women’s Day, the conversation began with a startling statistic: At the current rate of change, it will take over 122 years to close the economic gender gap.

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Tags: Careers, Leadership, Startups

2 Workshops
Building a GTM Strategy that Works for Financial Institutions
CAFE (Center for Accelerating Financial Equity)
September 02, 2026
An ongoing workshop for Fintech Startups deployed yearly for new co-horts with RevTech Labs and CAFE (Center for Accelerating Financial Equity) accelerators.

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Tags: FinTech, Sales, Startups

Go To Market - Go To Win
RevTech Labs/Fintech Insuretech Generations
June 11, 2025
A practical GTM Workshop for startup founders.

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Tags: FinTech, Sales, Startups

Thinkers360 Credentials

4 Badges

Radar

Blog

Opportunities

1 Business Advisory
Fractional & Advisory Revenue & Growth Leadership for Fintechs

Location: Chicago, IL | Available Remotely an    Fees: 7500.00

Service Type: Service Offered

Maven Advisory works with fintech founders and leadership teams selling to banks and credit unions on the decisions that drive revenue and growth.

Engagements can include fractional revenue and growth leadership, go-to-market strategy, positioning and messaging, market segmentation, sales strategy, pipeline strategy, buyer strategy, and executive advisory.

Angi Milano brings 15+ years of experience from both sides of financial services, including roles inside HSBC, Capital One, Citigroup, BCU, and Alliant, as well as experience leading revenue strategy and advising fintechs selling into financial institutions.

This work is best suited for fintechs that need senior-level revenue and growth leadership without hiring a full-time executive, or leadership teams looking for an experienced advisor to help sharpen strategy, improve execution, and make better growth decisions.

Respond to this opportunity

1 Speaker
Fintech & Financial Services Speaker: Growth, Technology Buying & Innovation

Location: Virtual | Chicago, IL | Available f    Fees: 7500.00

Service Type: Service Offered

Angi Milano is available for conference speaking, panels, fireside chats, and moderated discussions focused on fintech, financial services, revenue and growth, technology buying, and innovation.

With 15+ years of experience across both financial institutions and fintech, Angi brings the perspective of someone who has bought, evaluated, sold, and advised on financial technology. Her experience includes roles with HSBC, Capital One, Citigroup, BCU, and Alliant, as well as advising fintech founders and leadership teams through Maven Advisory.

Popular topics include selling fintech to banks and credit unions, how financial institutions buy technology, fintech revenue and growth strategy, buyer behavior, fintech-bank partnerships, AI and innovation in financial services, and the practical realities of adopting new technology.

Angi is available for industry conferences, executive events, private leadership sessions, podcasts, panels, and moderated conversations.

Respond to this opportunity

1 Writing & Editing
Fintech & Financial Services Articles, Commentary & Expert Content

Location: Chicago, IL | Available Remotely    Fees: $3,500

Service Type: Service Offered

Angi Milano is available for contributed articles, expert commentary, interviews, podcasts, research participation, and branded thought leadership focused on fintech and financial services.

Her areas of expertise include how banks and credit unions buy technology, fintech sales and revenue strategy, financial institution buyer behavior, fintech-bank partnerships, positioning and message-market fit, technology adoption, AI and innovation in financial services, and the changing financial services technology market.

Her perspective is shaped by 15+ years working on both sides of the industry: inside financial institutions evaluating and buying technology, and with fintechs selling into banks and credit unions.

Angi is available for bylined articles, contributed commentary, executive interviews, podcasts, research discussions, and sponsored or commissioned thought leadership where her expertise and point of view are a strong fit.

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Events

3 Physical Events
Money 20/20

Location: Las Vegas, NV    Date : October 18, 2026 - September 21, 2026     Organizer: Hyve

The #1 Fintech Event
Where Money Does Business

Connect with the full money ecosystem at Money20/20 USA on Oct 18-21 in Las Vegas.

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1871 Momentum

Location: Chicago, IL    Date : September 17, 2026 - September 17, 2026     Organizer: 1871

The annual Momentum Awards are an evening dedicated to celebrating Chicago's tech community and championing the companies and individuals building extraordinary businesses. This year, we're honoring standout work across six categories, from growth-stage founders to established leaders. While the Momentum Awards are only one night, the impact transcends the evening. By supporting 1871, attendees champion the future of tech in Chicago and contribute to providing resources for founders whose solutions are changing the world.

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FintechMeetup Europe 2026

Location: Lisbon, Portugal    Date : October 06, 2026 - September 08, 2026     Organizer: FintechMeetup

Fintech Meetup Europe brings together leaders from fintech, banking, payments, commerce, and investment for three days of meetings, conversations, and industry programming. The 2026 event marks Fintech Meetup’s European launch and is expected to bring more than 2,500 attendees to Lisbon, with a strong focus on pre-scheduled meetings between financial institutions, fintechs, investors, and industry leaders.

Angi Milano will attend Fintech Meetup Europe to connect with fintech founders, financial institution leaders, and others working across the European and U.S. fintech markets.

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