Consulting & Advisory for Banks & Technology Companies
Financial Institutions, Technology Companies, and FinTech's
Challenges we are solving for...
Banking and financial services products have increasingly gotten highly complex, often difficult to assess in terms of market adoption, hard to implement and difficult for sales, client support and relationship teams to fully understand and effectively sell, implement & service.
The impact...
Delays in implementing new and improved products and supporting client needs in a market that is changing rapidly, and not ensuring the proper training for sales, service, implementation and relationship teams (and others) places financial institutions and technology companies at a huge disadvantage and can lead to sluggish growth & decreased market share.
Solutions...
Product Assessments:
We will assess your current portfolio of products and provide a detailed overview of options to consider based on our extensive research and best practices in the industry.
New Product Implementations:
Based on our assessment (or assessments you have already completed) our team can help lead and / or coordinate the “implementation” of new services or features of a product to free your teams up by not requiring full time resources within your staff to work on a time-consuming project.
Training:
We have developed a proven training program that will turn your sales and relationship teams (and others in your organization) into world class, top talent – focused on solutions based on uncovering client and prospect needs, along with product knowledge to ensure credibility in markets that have become much more sophisticated and tech savvy.
Fractional
Resources:
We can provide you with access to high-level talent, scalable engagements, and interim leadership, all of which can have an immediate and direct impact on your bottom line, without tying up your resources.