Hey there!

This month, I’m highlighting how mission-driven banking can help break financial barriers and create real economic freedom.

I had the chance to catch up with Glenn Murray, Chief Strategy Officer at DreamFi, to hear how his team is building a platform for true financial inclusion.

Let’s dive in.

Glenn Murray & DreamFi are building a better financial future.

 When Glenn Murray made the leap from traditional banking to fintech, he didn’t just take a new job. He signed up for a mission. After decades in the industry, Glenn had seen the cracks up close. The cost of being underbanked. The lack of trust in institutions. The missed opportunities to truly help people build lasting financial health. With DreamFi, he is taking all of that experience and using it to build something better.

DreamFi is a financial platform designed to level the playing field. Co-founded with support from attorney Ben Crump and backed by Business Funding Group and FinWise Bank, it is not just another digital bank. DreamFi is creating an ecosystem rooted in saving, growing, and investing, with real tools for real people. From financial literacy in bite-sized formats to insurance products and debt support, every feature is designed to drive economic freedom.

What stands out most is the team. Glenn has brought together seasoned leaders from places like SoFi and Simple. These are people who have done the hard things before and still show up every day with a fire to do them again, but this time, in service of something bigger. 

Glenn is also a proud Chicagoan and someone who thrives on building bridges. He’s known for making connections, collaborating generously, and showing up for others in the fintech community. That mindset is reflected in the way DreamFi is being built, through thoughtful partnerships, mission-first decisions, and a deep commitment to inclusion.

Glenn is the kind of person who genuinely loves this space. He’s always up for a chat with a founder who wants to pressure-test an idea or get grounded advice from someone who’s been in the trenches. If you’re building something that touches financial inclusion or just trying to solve a real problem for real people, Glenn is someone you want in your corner.

DreamFi is launching soon, and it’s worth keeping on your radar. Whether you're a partner, builder, or just someone who cares about breaking down financial barriers, this is a mission to watch. 

Thanks to Glenn and the DreamFi team for letting us share their story. We’ll be cheering them on every step of the way.

Join the waitlist here.

Practical GTM Strategies: Build from the Banker’s Reality

Most fintech founders lead with what their product can do. The smarter move is to start with what a banker or FI exec deals with every day. If you do not understand their reality, your GTM will miss the mark.

How to ground your GTM in the FI world:

• Spend time with actual FI users, not just prospects

• Listen for what slows them down or causes operational friction

• Frame your value in terms of solving pain points in the FI workflow, not showing off features

• Use their language, not fintech jargon

A strong GTM plan for FIs starts with empathy. Understand their world first.

Sales & Marketing Tips: Make your easy to see.

FI buyers are skeptical and risk-averse. They have seen too many over-promises. What cuts through? Proof.

Ways to show clear value:

• Lead with business outcomes, not technical features

• Use examples that show measurable impact for FIs

• Share testimonials from other banks or credit unions

• Show a clear before-and-after for their team or customer experience

• Skip vague promises, be specific

If an FI buyer has to guess how your product helps their bank or members, you will lose them. Make it obvious.

Partnerships & Collab Corner: Maven x GDS Link

I’m honored to be the cover and feature story in the new issue of The Sync Up from GDS Link.

Big thanks to the GDS Link team for the opportunity, and special shout out to Sara Smith and Shaunessy Renker. Always a pleasure to collaborate with you.

You can grab the issue here: Download The Sync Up

Where I’ll Be: July Events

Chicago Tech Week is coming up in July.

I’ll be co-hosting The GTM Loop with Holly Glowaty from Unifi Group during Tech Week. We will be bringing together fintech founders and banking leaders for a thoughtful conversation on how to build real go-to-market strategies across the full funnel. Stay tuned!

If you will be in Chicago that week and want to join us, send me a note.

 What’s Next?

• Tell Me What You Think: I’d love your feedback and comments. Hit “reply” and share your thoughts.

• Next Issue: Spotlighting what it takes to win from an FI perspective.

• In Every Issue: Practical GTM Strategies, Sales & Marketing Tips, and Partnership/Collaboration updates.

That’s it for this issue of Maven Mindset. If you’ve been searching for a strategic partner who’s not afraid to cut the fluff, look no further.

If this resonates with you, let’s chat! And if it was helpful, remember to share! ✌🏼🩷

Until next time,

Angi 

P.S. Hope is not a strategy.