Financial Services: Emerging Markets
Emerging Markets (products and regions); Traditional and Alternative Financial Services: Payments; Cards (credit, debit, prepaid, private label, RAN, etc), Block Chain and Distributed Ledger; Insurance (health, P&C, life, auto, workers comp, re-insurance).
Strategy; Insurance; Board education, risk and compliance; Board and investor risk mitigation; Risk scoping; Tools and strategies for communications particularly with information sharing groups (US and international), law enforcement, regulators and insurers.
Applying true measurable and executable innovation to drive real value to employee and customer experience, profitability. Create and drive true innovation to deliver material benefit to client organizations, their markets, and the world we live in.
Business and technology strategy planning and execution; Innovation certification training (IAOIP.org CIP); Board and executive team facilitated sessions; Serve as interim CEO, COO, CFO, CMO, CIO for businesses at all stages.
Examination strategy and preparation; Tools to capture and present an integrated view of the overall threat matrix; Tools to communicate with examiners, Board and insurers; Vendor evaluation, selection and implementation.
Benefits, Healthcare, Incentives
Commercially and self insured Employers, and government programs are constantly seeking ways to engage the employee/beneficiary in their own health, using incentives, and at times penalties. Wellness, exercise, fitness, healthy eating, mindfulness – all help to reduce healthcare costs and improve overall well being of employees and beneficiaries – especially in those with chronic illnesses. We’ve worked with client in gamification, trackers, phone apps, prepaid cards, virtual coaches…all leveraging technology and education to engage people in their own health and well being – to the benefit of individuals, families, communities and companies.
Business model and market trend validation; Operational due diligence: Technology and systems validation; Integration planning and execution; Media strategy and resourcing; Investor messaging and investor relations.
Market trends and growth; Business plan; Financial modeling; Investor messaging; Marketing and distribution plans and partners; Go to market strategy; Connection with funders for firms at all stages; PE, VC, EB5,
Expert Witness and Investigation Support
The financial services and payments industries are encountering an increasing litigation. With the regulatory environment in it’s current and evolving state, this is likely to continue, and grow. With this, an increasing amount of expertise both on the business side and the impact of regulatory changes, is essential in many court proceedings. Our experts draw from deep experience running businesses in financial services, and much time with regulators, examiners, and auditors. This experience drives invaluable expertise for our clients in financial services and payments cases, in the US, the UK, Canada, and beyond.