Fintech case studies, produced end to end.

I interview your customer, manage the project, write the story and deliver a designed PDF, ready to close deals. You approve. I handle everything else.

Book a 30-minute intro call

Everyone wants case studies. Nobody has time to make them.

Your happiest customers would say yes to a case study, if someone actually asked them, booked the call, ran the interview, wrote the draft, chased the approvals and got it designed. That someone is usually a marketing lead with 15 other priorities. So the stories that would shorten your sales cycle sit in a backlog, quarter after quarter.

In fintech it's worse: buyers are risk-averse, procurement is slow, and social proof does more heavy lifting than in almost any other industry. The deals you lose to "we went with the safer option" are case study problems.

One engagement. A designed, approved customer story.

Every case study includes
Customer liaison
I make the ask easy: briefing email templates, scheduling and a process that takes under an hour of your customer's time.
A 45-minute recorded interview
With your customer and, where useful, your own team. I've spent years getting technical people to talk in plain English.
Project management
One Slack channel or email thread, clear milestones, no chasing from your side.
Writing
An 800–1,200-word narrative built on the classic challenge → solution → results arc, with pull quotes and hard numbers wherever the customer allows. Two revision rounds included.
Approvals management
I run the draft past your customer and handle their comms and legal feedback, so sign-off doesn't die in someone's inbox.
Design
A branded, print-ready PDF plus a web-ready content pack you can add to your site.

Add-on

Social Remix

A customer interview contains far more than one case study. With Social Remix, every case study also ships as a ready-to-post social pack:

  • Four LinkedIn posts (a mix of narrative, stat-led and quote-led)
  • Three quote graphics, designed to match the PDF
  • One nurture email featuring the story
  • A one-line boilerplate for your sales team to drop into outreach

From kick-off to signed-off in three weeks

  1. 1
    Kick-off. Half an hour with you: pick the customer, agree the angle, align on messaging and metrics.
  2. 2
    The ask. I give you a proven outreach template or contact your customer directly on your behalf. Interview booked.
  3. 3
    Interview. A 45-minute recorded call. I send a list of questions in advance so they can prepare to share the details we need.
  4. 4
    Draft. Full draft with pull quotes and headline results. Two revision rounds with you; approval round with the customer.
  5. 5
    Delivery. Designed PDF, web-ready content pack and your Social Remix if selected.

Timelines assume normal approval speed. If your customer is a large corporation or heavily regulated, I'll tell you honestly: its legal team sets the pace. I'll manage that process so you don't have to.

Oliver Sharman

I've sat on your customer's side of the desk

Before I wrote about financial technology, I worked in it: five years at Bloomberg and IG Group.

Since then I've run content at scale: delivering 150+ case studies for some of the world's largest technology companies; building The Economist's newsletter and retention campaigns; joining a SaaS startup as its first marketing hire. I've been the person trying to get case studies made inside a company. That's exactly why I built a service that takes the whole job off your plate.

I've designed an AI-assisted production process (transcription, research, project management), with every interview run by me and every word written by me.

Originally from the UK, I'm now based in Italy where I work with fintech and B2B technology companies across the UK, Europe and the US.

Simple, fixed pricing

Single case study

€1,500

One case study, interview to designed PDF.

Retainer

€2,700/month

Two case studies a month. For teams building a case study engine, not a one-off.

Social Remix add-on

€400 per case study

The full social pack. Included by default with every Story Pack.

Story Pack

€4,000 for three

Three case studies. One kick-off for all three. Social Remix included.

If your customer's legal team turns a three-week project into a three-month one, the price doesn't change.

Beyond case studies

Case studies are my main offer, but they are not the only thing I can help with. I also take on editing for fintech marketing teams, and ghostwriting thought leadership in your senior team's voice for LinkedIn and bylined articles.

Priced per project. Tell me what you need and I'll come back with a plan.

Questions

What if our customer says no?

Most say yes when the ask is easy and the time commitment is under an hour. I provide the outreach template, handle scheduling and give their comms team full approval rights. Offering the finished designed PDF for their marketing usually seals it.

Our customers are banks. Approvals take forever.

True, and I plan for it. I keep the pipeline moving with multiple stories in parallel, so one slow legal team never stalls your quarter. I've managed enterprise approval cycles; I know how to keep them alive without being annoying.

Do you use AI?

Yes, openly: for transcription, research and process. Interviews, judgement, story structure and all the copy are mine.

We're not in the financial markets. Is that a problem?

No. I work across B2B fintech and wider B2B tech and SaaS. Financial markets and market data are simply where my background runs deepest.

Can you match our brand guidelines?

Yes. I will gather your brand kit and style guidelines at kick-off so the PDF and social graphics will land on-brand. No brand kit yet? I'll build a clean template you can keep.

Your best customers are your best salespeople. Let's get them on record.

Book a 30-minute call. Bring one deal you wish you had a case study for. I'll tell you exactly how I'd produce it, what it would cost and when you'd have it.

Book a 30-minute intro call

Or email oliver@sharman.studio