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Fintech advisory

Customer strategy

We have extensive experience working with clients throughout the Customer Management lifecycle. This includes defining and designing:

  • Customer segments

  • Tailored propositions

  • Customer experience and journeys

Product strategy

We are experts in financial product lifecycles. We work with clients to design, refine and validate product propositions. This includes:

  • Proposition pricing

  • Monetisation strategy

  • Opportunity identification, Product positioning, competitor analysis, articulation of benefits case

Distribution strategy

We assist and guide our clients to create a sales and marketing strategy by:

  • Identifying and prioritising the most attractive distribution partners to maximise customer acquisition

  • Providing insight to define the appropriate strategies for selected distribution channels

  • Prioritise markets for international expansion

Business and operating model design

We combine our industry knowledge with the industry experience of our consultants in order to:

  • Design and implement robust business models

  • Deliver innovative solutions for our clients

  • Define and document the business and technology architecture, risk and compliance requirements, and financial and operational management requirements

Business plans and investor pitches

  • We assist our clients to develop robust and compelling business plans, that support fund raising activity

  • We provide coaching to successfully pitch to Angel Investors, Accelerators, Incubators and Venture Capital firm