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What your tech nearshore partner won’t tell you: 5 questions to ask before signing

Written by Admin | September 1, 2025

"The risk of a wrong decision is preferable to the terror of indecision." Yet, here you are again, a Delivery Lead or a Head of Engineering at a fintech under mad pressure to scale – completely paralysed. 

To move at pace, you need nearshoring support. You’ve done the legwork: vetted CVs, maybe even picked your preferred supplier to plug critical gaps in payments infrastructure or compliance tooling. But bringing in an external tech team comes with a hefty price tag, opens the door to compliance and security risks, and could derail your delivery roadmap if they fail to perform.

That's the weight you're paid to carry. Naturally, you’ll do proper due diligence – identify every gap, inefficiency, and grey area before signing, right? Right?

Combined research across UK and European markets shows up to 50% of firms either lack proper third-party risk frameworks entirely or skip risk assessments altogether when onboarding external providers. Even amongst the savvier half, most ask the wrong questions when evaluating their nearshoring partners.

So what are the right ones? Let’s cut through analysis paralysis and ensure your nearshoring choice delivers lasting impact.

1. Who will be leading my delivery team, and can we meet before I commit?

You're evaluating providers and meet an exceptionally polished and knowledgeable pre-sales engineer. Everything clicks – they grasp your technology, speak flawless English, and their communication skills are spot-on. They’ve got the credentials and the presence to match.

The problem starts when their involvement ends there. Once the project kicks off, you’re handed a completely different team. People you've never met, led by someone who might be competent but isn't who you were promised. Sounds familiar? Many nearshoring companies lead with their A-players during the sales process, putting their strongest foot forward. But once they launch, the all-stars disappear, and you’re dealing with a whole different team.

  • Why ask upfront? To set clear expectations for ongoing leadership and accurately assess the actual lead's seniority, communication style, and cultural fit. It's a crucial step for ensuring strategic and operational alignment from the get-go.
  • Our approach: Right off the bat, you get two key people locked in: your dedicated Client Partner who handles everything partnership-related, and a People Partner focused on your team's well-being and development. Your Client Partner knows your priorities, follows the work closely, and steps in quickly when adjustments are needed. The People Partner ensures everyone has the tools and support to do their best job for you, and resolves day-to-day issues.

You’ll also be directly involved in selecting your delivery lead and every team member. We’ll share each candidate with you, arrange introductions, and only proceed once you’ve approved the hire. That way, the people you meet at the start are the same people you’ll work with throughout, without any unexpected changes once the project is underway.

As Tom Stewart, our UK account executive lead who’s guided numerous fintech companies through vendor evaluation, puts it:

That way, the people you meet at the start are the same people you’ll work with throughout. Just look at our Funding Circle team – going ten years strong, thanks to experts like Georgi, now a Lead Engineer, who's been managing software delivery for this client since 2018. Their stories in our Day in the Life series show how our seniors stay embedded, growing into senior and lead roles instead of being rotated out for less experienced peers.

👉 Read more stories like Georgi's

2. What happens when priorities change mid-sprint? 

In fintech, change isn’t just frequent. It’s relentless and often imposed from outside. Think FCA updates, Cryptoasset and Crypto Promotion Regulations, or the looming rewrite of Consumer Credit Reforms. You don't get to choose whether to adapt; you have to.

When every move faces regulatory scrutiny and compliance failure carries far-reaching ramifications, any abrupt pivot can torpedo a project if teams aren’t agile. That's why you shouldn’t test your nearshoring partner for perfection, but for adaptability.

What happens when the FCA issues new guidance mid-sprint and your compliance requirements shift overnight? Or if Open Banking rules suddenly demand extra API endpoints, will your nearshoring partners scale up resources immediately or leave you scrambling? When regulatory changes scrap your roadmap entirely, what’s their change management framework to recover fast? 

These aren't hypotheticals. How quickly your nearshoring partner adapts to scope changes, regulatory pivots, or shifting delivery priorities directly impacts your project success, time-to-market, and ultimately, your bottom line. 

  • Why ask upfront? Adaptability isn't something you bolt on mid-project. If you wait until major changes hit, you'll learn the hard way, and by then, damage to timelines or compliance may be irreversible. 
  • Our approach:We've built our network around one simple truth: fintech moves fast, and your team needs to move faster,” says Tom. “Our vetted talent pool, spanning Poland, Bulgaria, and Ukraine, is steeped in fintech experience. They know the difference between PCI DSS and PSD2, and why that matters when you’re building payment rails at 3 a.m. When priorities change, maybe an FCA update lands, a compliance deadline moves up, or a UK banking partner drops a late integration request, our teams adjust without stalling progress.” 

Beyond offering fintech-ready talent, our model lets you flex your team size when a compliance deadline moves up or a partner drops a late integration request. As your business needs evolve, you can also downsize your extended teams, with no penalties or prolonged notice periods.

We proved this ability to stop and swerve when developing an AI-powered price prediction engine for one of our fintech clients. The 13-person squad started with thousands of macroeconomic indicators, but their well-trained algorithms kept producing faulty results. Mid-project, our engineers spotted the issue and pivoted to building several machine learning algorithms that cross-check each other's outputs.

3. What’s the average time your employees stay with you? 

Employee turnover: the constant grit in your gears when you're trying to move fast. Research figures vary wildly. Some peg UK turnover at 15%, others sound the alarm at nearly 40% across industries. What everyone agrees on is that tech & IT consistently top the charts, and it's worsening. Within London’s fintech hub, retention challenges are amplified by fierce competition for developers with FCA-regulated product experience and emerging tech skills like blockchain, AI, and open banking APIs.

Nearshoring partners mirror this trend. And whether your specialist quits or gets made redundant due to skills mismatch, the fallout is identical, from derailed timelines to knowledge gaps, and scrambling to backfill while regulatory deadlines loom. 

Nobody can guarantee your nearshored expert will stick around forever. But there will be signs. Working with a partner whose retention rate reflects a deliberate, strategic approach, not just luck, helps you set realistic timelines and maintain project stability. Likewise, a vendor struggling to cite multi-year client relationships likely battles retention issues, shallow delivery capability, or buckles under scaling pressure.

  • Why ask about this upfront? So you don’t have to learn the hard way when sudden employee drop-offs create knowledge gaps, delay workflows, and leave critical roles unfilled for weeks while you dash for replacements. When vetting providers, dig into their retention strategies and demand the numbers. If they're solid performers, they'll have nothing to hide. If they dodge the question, you've got your answer.
  • Our approach: We keep retention at 95.7%, and that’s no accident. It starts with our recruitment process, placing strong emphasis on finding candidates who match your requirements in hard skills and cultural fit alike. That’s why 96% of our candidates successfully pass the trial period backed by our formalised process, years of experience filling +120 finance tech roles, and close collaboration with clients to fully capture their needs. We also cultivate relationships with our experts so they don't feel like disposable resources, but become truly integrated members who are invested in your team's success. 

How do we achieve this? 

It comes down to culture and communication. Our Head of People & Culture, Olena, puts it simply: “One of my main goals is to build a culture of support and continuous feedback… fostering a healthy, supportive environment helps both the business and every individual within it to grow.”

Michał, our Country Manager in Poland, echoes this approach: "I also believe in leading by example and being accessible, which is why I maintain an open-door policy to encourage direct feedback and dialogue."

This translates into real action: regular check-ins with our teams, strategic meetups, and integration events that keep both culture and delivery strong.

As Tom explains: 

4. What’s your biggest delivery mistake in the last year – and what changed because of it?

Some mistakes are unforgivable. Take the 2024 Coinbase incident when their outsourcers illegally accessed sensitive customer data. Or when Russian hackers targeted Capita, the UK-based outsourcing expert, compromising 470,000 users across 90+ client organisations. For fintechs, where a single breach could trigger FCA investigations, customer trust collapse, and massive fines under GDPR, poor partner vetting is simply an existential risk.

But most companies, yours included, will face hundreds of smaller, less dramatic slip-ups. Risk is baked into business, particularly in volatile fintech markets. Every project brings delays, shifting priorities, and unforeseen errors. Which is precisely why your alarm bells should scream when a potential nearshoring partner claims they've never made delivery mistakes.

You want someone who'll own blunders, learn from them, and have processes catching problems early. Frank honesty beats polished promises because the latter sets you up for nasty surprises when things inevitably go sideways.

  • Why ask upfront? This question reveals honesty, learning culture, and maturity. It shows how aware nearshoring teams are of their own blind spots and shortcomings. If you're looking for a genuine team extension (not just body leasing), you need a partner who owns their mistakes without dodging. Besides, knowing what didn't work lays the groundwork for improvement. So if they answer "We haven't made any mistakes," walk away. They're either lying or failing to learn from their failures. Possibly both.
  • Our approach: We openly discuss past mistakes and what we learned from them. “You can't work as proper team members if you're wondering about skeletons in closets,” explains Tom. “This kind of transparency also guides our contracts and engagement rules: no upfront charges, payment only for successful hires, fully adaptable terms, and flexible team sizes.” 

5. What tools, processes, or rituals help your engineers feel ownership of our product? 

This gets to the heart of nearshoring team integration. Are they just writing code to spec, or do they internalise the product vision, compliance requirements, and customer outcomes like your in-house team would? The difference matters enormously.

Dig into how they handle code ownership and version control policies. Who owns each product feature? How do they structure communication with your existing teams? Look for concrete practices that foster accountability, such as regular feedback loops, sprint retrospectives, demo days, shared KPIs, and integration touchpoints with your compliance, risk, and security officers.

Motivated teams have clear structures that make each engineer feel their contribution directly impacts the product. Without that sense of ownership, you're paying for expensive contractors rather than genuine team members.

  • Why ask upfront? Because it reveals whether you're getting authentic collaboration or just task completion. Partners who can walk you through specific tools, frameworks, and structured practices have given serious thought to integration. The fact that they've bothered to document, formalise, and actively manage these processes shows they're invested in your project's success, not just ticking boxes.
  • Our approach: A proven framework to warrant deep cultural integration that runs deeper than English proficiency (though experts from our core talent markets consistently outperform global benchmarks). The real challenge lies in navigating the subtleties: coding practices, feedback loops, and decision-making hierarchies. Direct feedback that drives progress in one culture can feel harsh in another. Autonomy that builds confidence for some may register as weak leadership elsewhere. When cultural integration fails, technical excellence becomes irrelevant. Misaligned corporate culture quickly breeds emotional detachment, burnout, and turnover. 

We address this through structured community building: workshops, meet-ups, and conversations beyond sprint planning and bug reports. Our People Partners act as cultural interpreters, bridging authority structures, deadline expectations, and communication styles. Engineers also take part in training on conflict resolution and feedback, ensuring technical skill is paired with cultural fluency.

The outcome is teams that internalise your product vision, compliance frameworks, and customer impact metrics. They take ownership through integrated feedback, retrospectives, and direct collaboration – not because contracts require it, but because they’re genuinely invested in the outcomes you care about.

These cultural integration insights echo challenges discussed in our article on fintech merger challenges.

Pick a tech nearshoring partner who won’t let you down

Indecision kills momentum. These five questions cut through vendor promises and reveal the reality behind the pitch. Ask them early. Demand specifics. Walk away when answers are evasive. Because in fintech, the wrong partner can slow you down, but the right one will accelerate you past the competition.

Tom has guided dozens of fintech leaders through this exact process, answering these questions for Pwrteams and helping them select a vendor with confidence. Ready to put these questions to work?

Book a meeting with Tom or reach out through our contact form — whichever works best for you.