Services for Banks and Credit Unions
Development of a new business model or adjustments to your current business model to support new innovations.
Holistic approach to how the innovation will align with the business plan and impacts on customers, support, operations and technology.
Product Strategy and Roadmap development to clearly demonstrate product value and upgrade path.
Vertical market solutions packaged and positioned to address target market requirements with innovation, leveraging existing technology assets.
Identify viable technology or fintech solutions as needed to meet market and customer requirements.
Plan and build successful partnerships and projects to meet desired outcomes.
Services for Fintechs
Identify Target Market, Segments & Competition
Create Vertical Solution & Value Proposition
Create Strategy to Support the Business Plan.
Recommend Sales and Support Model.
Create Tactical Plan for Market Roll-Out
Create a Marketing & Promotion Plan
Create Vertical market solutions package and position to address target market requirements.
Develop Pre-Sale Qualification Process and Post-Sale Implementation Process
Identify CRM, Marketing & Sales Automation opportunities.
Advise Pipeline Development Tactics
Identify, Plan & Establish Successful FI partnerships and projects
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Process and Approach
IDEAL > OPPORTUNITIES > STRATEGY
We utilize a holistic process designed to identify gaps and opportunities, alignment with business strategy and clear, measurable objectives.
LISTEN > ANALYZE > ADVISE
Our approach is information and experience based, leveraging industry, product and technology experience.