Retained Advisory Service
Tiered Monthly Retainer
Our Retained Advisory offers a predictable, tiered monthly retention agreement that provides your organization with continuous expert guidance at the intersection of Financial Markets, Technology, Regulation, Data, and AI. Each partnership tier includes a clear set of deliverables, communication touchpoints, and expert access. This monthly retainer model eliminates unpredictable consulting costs while ensuring you receive consistent, high-value strategic support tailored to your specific needs and accessible whenever market conditions, regulatory landscapes, or technological opportunities demand immediate expertise.
Expertise & Insights
Regulation & Technology
Go To Market / Brand Elevation
Regulation & Technology
GET INSIDE THE BELTWAY
Quickly gain an understanding of the rapidly evolving regulatory landscape inside Washington DC. When it comes to market structure, AI, cybersecurity and technology, we’ll help you understand the big picture, specific policies and rules, inter-agency workings, and who the players are, to accelerate your plan
Board of Directors
Go To Market / Brand Elevation
Regulation & Technology
HELP STEER THE SHIP
We provide collaborative, board-level leadership to public and private Financial and Technology companies. Drawing on decades of board experience at public and private companies, industry boards, startup incubators and government committees, we can provide a steady hand at the helm while rapidly impacting your company’s growth.
Go To Market / Brand Elevation
Go To Market / Brand Elevation
FIND THE OPPORTUNITIES
We help you understand and define your optimal target markets and personas, develop a market entry plan to bring to market your strongest offering. We use a proven 8-module Go To Market (GTM) methodology combined with a network-based market research approach to devise the most effective GTM plan for your company and elevate your brand.
Strategic Planning
SET THE DIRECTION
We will help you define, develop, and drive your strategic plan, custom tailored to your needs. Our approach -- rapid and focused, developed over years of experience and success -- is simple and proven: Define, Analyze, Develop, Formulate, Execute, Refine.
Partnership / Alliance Development
Partnership / Alliance Development
PARTNER UP
Our highly collaborative, proven approach to establishing and growing partnerships and alliances -- combined with our broad and deep network in Financial Markets, Technology and Data, will help you accelerate your growth plans. We'll connect you with partners for distribution, content, development, and more.
Keynote / Speaker / Panelist
Partnership / Alliance Development
DRIVE YOUR MESSAGE
Rob has presented on broad and specialized trends and issues in Financial Markets, FinTech and Data at hundreds of industry and client events, ranging from just a handful of leaders in a strategy workshop, to moderating executive dinners, to board of directors meetings, to an audience of thousands at a client event or industry conference.
Representative Engagements
Data Commercialization and Distribution Strategy
Data Commercialization and Distribution Strategy
Data Commercialization and Distribution Strategy
Developed the Data Commercialization and Distribution Strategy for a top tier, $40 Trillion AUA global asset servicing firm. Developed an inventory and assessment of data assets to be commercialized, a comprehensive list of potential distribution partners (with prioritized recommendations) and proposed organization structure to support recommendations
Strategic Business Plan and Roadmap
Data Commercialization and Distribution Strategy
Data Commercialization and Distribution Strategy
Developed the Strategic Business Plan and Roadmap for the Investment Performance & Analytics group for a $180 billion Asset Management firm. Set the strategic foundation (Performance industry trends and drivers), identified and compiled the group's business and technology needs, developed the strategic roadmap, and aligned it with the firm's Digital and Data Strategies
Strategic Business Plan and Acquisition Market Map
Strategic Business Plan and Acquisition Market Map
Strategic Business Plan and Acquisition Market Map
Developed the Strategic Business Plan and Acquisition Market Map for a $200 million division of a $2 billion global Investment Data and Research company. Developed the group's vision, objectives, and strategic goals, combined it with our industry trends and marketplace dynamics, and developed the Strategy for Growth, which included the development of a Market Map of potential acquisition candidates in the data and research space. Identified 163 acquisition candidates in the Core and Alternative Data space, and the Research segment. Narrowed that group down to 62 for further due diligence.
Investment / Acquisition Due Diligence
Strategic Business Plan and Acquisition Market Map
Strategic Business Plan and Acquisition Market Map
Performed due diligence for a global FinTech Investment Bank, for a potential investment in an emergent investment research marketplace. Analysis and recommendation included: financial position and projections, capital structure, product mix, position and potential, strategic plan assessment, customer analysis.
Launch / Go To Market (GTM)
Target Market Definition and Pipeline Development
Target Market Definition and Pipeline Development
For a well-funded, venture- and industry-backed Automated Trading System (ATS) startup, developed and executed a GTM strategy. Deliverables for this Artificial Intelligence (AI)-enabled ATS included Value Proposition definition/refinement, target market segmentation/definition, marketing plan development, brand elevation via media/analyst/conference/event identification and outreach, and partnership development.
Target Market Definition and Pipeline Development
Target Market Definition and Pipeline Development
Target Market Definition and Pipeline Development
For an early stage, high performance Platform As A Service (PAAS) data management, processing, and analytics company, developed the enterprise target market approach within Asset Management, segmented and refined messaging, and built the opportunity pipeline
Product Positioning and Market Entry Plan
Market Entry for Financial Crimes Solutions to Buy Side
Market Entry for Financial Crimes Solutions to Buy Side
Advised the CEO and leadership team of an Alternative Data and Analytics firm on target markets, distribution partners, product positioning, and product direction to maximize revenues by market segment
Market Entry for Financial Crimes Solutions to Buy Side
Market Entry for Financial Crimes Solutions to Buy Side
Market Entry for Financial Crimes Solutions to Buy Side
Assisted a $6 billion top tier global consulting firm in pivoting their Financial Crimes services and solutions to more precisely target the asset management and asset servicing industries. Focused on the convergence of their Anti Money Laundering (AML), Fraud and Cyber software and data solutions and services.