What are your goals and are you on track to achieve them? The pace of change in Financial Services is accelerating, driven by innovations in FinTech. From start-ups looking to disrupt an established market to incumbents trying to adapt and integrate the latest advances into their growth plans, we can provide expert guidance.
With over 20 years of Capital Markets experience I have a deep knowledge of the products, processes and people that drive the financial services business by serving the needs of the institutional and retail client base.
How will you ensure your growth plans are properly funded? Our experience building funding platforms for major financial institutions and sourcing private and public debt for corporations gives us a critical edge in developing and executing funding plans.
What is the appropriate mix of debt and equity for your business and how will that need to evolve as you grow? We can leverage our experience in Capital Markets to design and execute your company’s capital markets strategy and achieve the right balance between a low cost of capital and the financial flexibility you need.
How are you leveraging technology to serve clients better, cheaper and faster? Businesses are utilizing advances in artificial intelligence, data storage and processing to better understand their clients current and future needs, to eliminate costs within their processes and ultimately to deliver real-time customized solutions for individual clients. What does Blockchain mean for your business? We can help you maximize the opportunities presented during this technological revolution.
Product Design and Approval
How to document and gain regulatory approval for your product? Bringing new products to market is a daunting task. Who to involve and when? What functions should I retain in-house rather than outsource? We can help you build a relevant and flexible product line within a robust risk management framework.
Sales and Marketing Strategy
How to reach your target market and make them loyal customers? Clients have more choice than ever with incumbents trying to revolutionize the way they interact with their clients whilst new fin-tech companies utilize their lower cost base and refined expertise to target specific sectors with laser like focus.
Who do you want on your team and how to make them want to work with you? Relevant talent is hard to attract, retain and develop with all the entrepreneurial ventures being undertaken by start-ups and within the incubators at larger incumbents. Having built and grown successful teams we can help you be a company that attracts and nurtures top talent.