Consulting / Advisory Services

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. 

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.

GET NOTICED

Our deep understanding of the Technology and Data ecosystems within Financial Markets allows us to position your product, elevate your brand, drive awareness, and establish/grow your position as a thought leader. Our comprehensive Go-To-Market plan includes: product roadmaps, marketing plans, PR/media strategy, industry analyst relations, whitepaper development, and more.

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.

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.

BRIDGE THE GAP

With a deep network in -- and strong understanding of -- large financial institutions and the emerging technology and data space, we help bridge the gap between established financial companies and emerging technology and data companies. Whether you’re a financial institution or a Fintech company, we'll connect you with the right partners to grow your business.

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  

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

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.

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.  

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.

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

 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   

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.