Meet Efineo in September. Jakub Makurat will be attending the Citi EMEA Digital Leaders Summit in Barcelona on 14 and 15 September and Forward 2026 by cashless.pl in Gdynia on 17 and 18 September.

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EFINEO

Independent Financial Services Advisory

Where business meets banking and fintech.

Efineo helps financial services companies enter and scale in Poland and Central Europe, while helping corporate finance leaders make better decisions about treasury, FX, payments and financial technology.

15 years in corporate banking and treasury. 15 years in fintech. Poland and CEE.

Portret Jakuba

Pion, naturalne ujecie, spokojne tlo

30

Years across corporate banking and fintech

3 000+

Business clients served by teams built and led by Jakub

80+

People in the commercial organisation built and led by Jakub

4

Offices built as part of the Polish fintech operation

The problem

More financial choice has not made decisions easier

Businesses can choose from more banks, fintechs, payment providers and treasury tools than ever before. Financial institutions, in turn, often struggle to translate a strong product into local relevance, trust and commercial traction.

Efineo works at this point of friction: where products, markets and business needs must meet.

Path one

For financial institutions and fintechs

Build a credible and commercially effective presence in Poland and Central Europe.

  • Market entry strategy and local market assessment
  • Product validation with corporate users
  • Go-to-market design and commercial build
  • Partnerships, positioning and access to decision makers
  • Support from strategy through first clients and scale
Discuss market entry

Path two

For corporate finance and treasury leaders

Make better decisions about the financial infrastructure supporting your business.

  • Treasury, FX and payments review
  • Independent provider and solution assessment
  • Open banking and cash visibility projects
  • Risk management frameworks and decision support
  • Implementation support and executive education
Review your financial setup

Expert programmes

For leaders and teams

Efineo also develops executive briefings, workshops and learning programmes in corporate finance, financial technology, B2B sales, business development and frontline leadership. Each programme is based on real operating experience and adapted to the decisions participants face.

Request a programme

Approach

How Efineo works

Every engagement starts with the business decision, not with a predefined product. We clarify the problem, map the market and the available options, test assumptions with the right stakeholders, and support execution.

  1. 01

    Clarify

    Understand the business question and define the decision criteria.

  2. 02

    Map

    Map the market, financial setup or customer need.

  3. 03

    Validate

    Validate the proposed direction with users, partners or data.

  4. 04

    Execute

    Support implementation, commercialisation and review.

Zdjecie z pracy

Wystapienie, warsztat lub spotkanie. Bez stocku

Experience

Experience built on both sides of the market

Jakub Makurat has spent 15 years in corporate banking and treasury and 15 years in fintech. He built and led a B2B fintech business in Poland and Central Europe from market entry to more than 3,000 clients, over 80 people and four offices.

His earlier work included building financial markets capabilities in banking and co-creating one of Poland's early digital FX platforms.

Connect on LinkedIn

Selected work

Selected experience

Ebury, Poland and CEE

Building a B2B fintech business from zero to scale

Wyzwanie, rola Jakuba, mierzalny rezultat: do zatwierdzenia

Deutsche Bank

Developing financial markets and treasury sales capabilities

Wyzwanie, rola Jakuba, mierzalny rezultat: do zatwierdzenia

Liderwalut.pl

Building an early digital FX platform in Poland

Wyzwanie, rola Jakuba, mierzalny rezultat: do zatwierdzenia

FinTech Trends Poland

Connecting financial innovation with business needs

Wyzwanie, rola Jakuba, mierzalny rezultat: do zatwierdzenia

Intelligence

Efineo Intelligence

Efineo turns specialist experience into practical knowledge: market analysis, reports, benchmarks, decision frameworks and tools for financial services and corporate finance. AI supports research, information structure and future personalised tools. Expert review remains part of every published conclusion and client recommendation.

Explore insights

Newsletter

Efineo Briefing

A concise briefing on B2B fintech, corporate treasury, banking and financial services growth in Poland and Central Europe. Practical analysis, selected developments and why they matter.

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Contact

Let us discuss the business question behind your project

Tell us what you are building, changing or trying to understand. We will respond personally and suggest the most useful next step.

Pola techniczne zapisywane z kazdym zgloszeniem

jezyk, adres strony, event (DLS2026 / FORWARD2026), utm_source, utm_medium, utm_campaign, referrer, data i godzina, identyfikator zgody
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