Consulting / advisory Services

Market Assessment/Entry



We help you understand and define your optimal target markets, develop a market entry plan, and go to market with your strongest offering. We use a network-based market research approach, unique financial market structure insights, technical acumen, and proven thought leadership.

Strategic Planning



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.

Connect FinTech and Institutions



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. We'll connect you with the right partners to grow your business.

Product/Brand Elevation



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.

Partnership / Alliance Development



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



Rob has presented on broad and specialized trends and issues in Financial Markets, FinTech and Data at hundreds of industry and client conferences, ranging from just a handful of leaders in a strategy workshop, to board of directors meetings, to an audience of thousands at a client event or industry conference.

Representative Engagements - Consulting

Data Commercialization and Distribution Strategy


Developed the Data Commercialization and Distribution Strategy for a top tier, $33 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


Developed the Strategic Business Plan and Roadmap for the Investment Performance & Analytics group for a $170 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


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


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.  

Representative Engagements - Retained Advisory

Launch / Go To Market (GTM)


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, marketing plan development, brand elevation via media/ research/ conference identification and outreach, partnership development,  and target market segmentation/definition. 

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


 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


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.