FinTech Advisory

Advisory. Due Diligence.
Strategic Partnerships.

Advisory Offering
Global Financial Services Strategy Consulting
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
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.
Due Diligence Offering
Global Financial Services Strategy Consulting
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
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
Global Financial Services Strategy Consulting
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
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