Global Financial Services Strategy Consulting

Advisory Offering

We work globally with financial institutions, start-ups and investors to provide strategic advisory services. Scope can include but not limited to:

Program Management
Digital Transformation Execution
Technology Strategy with Core Providers
Go-To-Market Assessment
3-5 Year Strategy
Product Strategy
Expansion Strategy
Funding Strategy
Partnership Strategy
Exit Strategy
Sales Strategy
Regulatory Analysis

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Leading French Bank FX Platform Assessment
A global FX strategic business plan which identified 25 international target markets, operational and regulatory complexities and developed a business case for the bank’s single dealer FX and OTC FinTech platform.

Leading US Private Bank
Led and assessed the bank’s end-to-end Wealth Management operating model from client onboarding to trade settlement in determining competitive differentiators and non-value-added activities. Subsequently, presented the strategic fit, key drivers, and heat map analysis to the COO to support executive decision making in determining strategic direction and pace of change for replacing their platform. Case included a detailed analysis of twenty-five FinTech firms (e.g. SunGard, Advent, Charles River) to address siloed processes.

Comprehensive
Due Diligence Offering

We work with other venture capital, private equity, family offices or private investors and can provide comprehensive or targeted topic due diligence on FinTech and InsurTech firms. Scope can include but not limited to:

Creation of an Investment Memorandum
Full Financial Analysis, Valuation and Exit Scenarios
Detailed Analysis on Market Trends and Market Sizing
Detailed Analysis on Competitive Environment and Comparable Valuations
Benchmarking Analysis
Industry Technology Usage
Regulatory Analysis
Technology Integration
Insights into European, Asian and US Markets

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Leading Global Legacy FinTech Firm
A comprehensive due diligence assessment was conducted to evaluate retirement managed account solutions providers to drive revenue by over $100MM USD representing a 33% uplift.

Disrupting FX Remittance Start-up For SMEs
‍Exhaustive due-diligence report was created for institutional investors that highlighted the firm’s financial opportunities, competitive analysis and regulatory environment which enabled both investors and start-up to partner.

Strategic Partnerships

Our mission is to enable commercial agreements, strategic partnerships, and distributions between emerging technology and financial service firms. We bring deep financial services strategy, operations, and technology expertise that accelerates the sales for start-ups and improves operations for banks, insurance, and capital market institutions. Scope can include but not limited to

Commercial Introductions
Strategic Partnership Development
Distribution Network Formation
Proof of Concept Development
Sourcing, vetting, and introductions for financial institutions

Advisory. Due Diligence.
Strategic Partnerships.

SEE CASE EXAMPLES

SEE CASE EXAMPLES

Brochure

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Advisory. Due Diligence.Strategic Partnerships.

SEE CASE EXAMPLES

SEE CASE EXAMPLES

Brochure

Enter Your Info Below And We Will SendYou The Brochure To Your Inbox!

We want to hear from you

Advisory. Due Diligence.
Strategic Partnerships.

Enter Your Info Below And We Will Send
You The Brochure To Your Inbox!