Build smarter. Ship faster. Prove impact.

We help fintechs, credit unions, and community banks design and launch products that grow member financial health and measurable ROI.

What we do

We are a hands on product and innovation lab. We validate market fit, build member engagement, and show the numbers that matter. From first pilot to scaled rollout.

For startups

Win with credit unions and community banks.

  • Go to market playbooks and partner packaging
  • Pilot design and success metrics
  • Product strategy and roadmaps
For credit unions and community banks

Launch engagement that grows deposits and CLV.

  • Bill pay activation and direct deposit growth
  • Member journeys powered by data
  • Vendor evaluation and integration support
For investors

Clear diligence on fintech traction and risk.

  • Market and product reviews
  • Data room and KPI checks
  • Founder and roadmap assessment

Who we help

Early and growth stage fintechs, and institutions that want measurable impact for members.

How we work

Discovery week

We map goals, constraints, data sources, and success metrics.

Pilot blueprint

We define member journey, integration path, and a scorecard that shows deposit growth, bill engagement, and CAC impact.

Build and launch

We stand up the pilot with your team or your vendor. We keep scope tight and measurable.

Scale and prove

We publish the scorecard and expand to new segments.

Our Deep Expertise

Years of hands-on experience in banking security, compliance, payments, and strategic partnerships that drive measurable results.

Security & Compliance

Deep knowledge of banking regulations, PCI DSS, SOC 2, and financial data protection standards.

PCI DSS ComplianceSOC 2 ImplementationBanking RegulationsData Protection
Payments & Fintech

Extensive experience in payment processing, digital banking, and financial technology solutions.

Payment ProcessingDigital BankingAPI IntegrationsTransaction Security
User Engagement

Proven strategies for increasing member engagement, retention, and lifetime value in financial services.

Member JourneysEngagement AnalyticsRetention StrategiesUX Optimization
Strategic Partnerships

Building and managing partnerships between fintechs, credit unions, and community banks.

Partnership StrategyVendor ManagementIntegration PlanningRelationship Building

Proof and past wins

FinovateSpring Social Scholarship winner for Kaian

Finalist in JFF and BNY economic mobility challenge

Millions of underserved customers served through brands like Walmart, Uber, Apple and others

Services and packages

Starter Workshop

Two weeks. Discovery, scorecard, and pilot plan. Fixed fee.

Pilot in a Box

Six to eight weeks. Journey design, integration plan, and launch support. Flat monthly fee plus success bonus tied to target metrics.

Growth Partner

Quarterly engagement. Product leadership, vendor alignment, and KPI reporting.

Investor Diligence

Two week sprint. Product market fit review, KPI analysis, and risk summary.

About and leadership

Salix Strategy is led by the founder of Kaian and a former head of banking product. Work has reached millions across leading brands. Focus areas include bill management, direct deposit growth, and data driven member engagement.

Product Leadership

Former heads of product at major fintech companies with proven track records in user-centric design and feature development

Business Development

Strategic partnership experts who have built and scaled revenue-generating relationships across the financial services ecosystem

Compliance & Security

Deep expertise in banking regulations, data privacy, and security frameworks essential for financial services

Customer Engagement

Specialists in user engagement, retention strategies, and data-driven approaches to customer lifecycle management

Let us map your next win

Share a few details and we will follow up within one business day

Or call us at (858) 598-4788
Get Started
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