Payments & Financial Services

Our seasoned team of strategy consultants bring numerous years of experience serving the Payments and Financial Services industries. Out team members have served clients across the payments value chain and bring significant global perspective to their work. We have experience working with global schemes, issuers, ISO's. acquirers, billers and merchants – we have also worked extensively across geographies including the U.S., Europe, Middle East and South East Asia. Members of our team have also been invited speakers at leading industry conferences.

We bring significant expertise in credit & debit cards, prepaid & commercial cards, and mobile & bill payments. Our team has developed product and loyalty scheme strategies for many of the industry’s leading players. We have also designed data mining solutions to create cutting-edge business intelligence tools that leverage Level 3 Transaction Data.

Our team has completed a wide range of engagements ranging from custom market intelligence reports, to product & loyalty strategies, competitive landscape assessments, and global expansion strategies.

Wineries & Luxury Retailers

Our team has worked extensively with luxury retailers and has expanded our services to include the rapidly growing wine industry. We work with wineries to optimize their vendor/partner relationships, define their marketing and customer retention strategies, and advise upon opportunities for buyouts and related M&A activity.

We have also tailored a three tiered engagement process to help high-growth luxury firms define a responsible and customer-oriented growth strategy:

1. Analyzing your customer base and defining key segments
2. Assessing the customer lifetime profitability of these key segments to maximize marketing ROI
3. Defining a strategy pathway, inclusive of a customer retention strategy, to optimize long-term profitability

We understand the personal significance of vision when working with smaller businesses and family owned enterprises. We work closely with our clients to ensure their vision is always kept at the forefront any strategy conversation.

Medical Devices & Healthcare

Our firm has deep understanding of the medical device industry and the technological revolution redefining the healthcare industry. The firm’s founder was previously the COO & Founder of EADevices Inc., developers and manufacturers of the EANeedle energy assisted biopsy device. Our consulting team has experience helping medical device companies craft their product strategy, navigate the FDA approval process (particularly 510k applications), and complete market & competitive landscape assessments.

Our team also has experience helping health insurance companies evaluate the introduction of EMR/EHR systems into their networks. We have built business cases, helped write vendor RFP's, and defined product requirements.