Consulting / advisory Services

Connect Fintech with Institutions


With a deep network in -- and strong understanding of -- large financial institutions and the emerging technology and data space, we help close the gap between established financial companies and emerging technology and data companies. We help each understand the other, and find mutually beneficial connections 

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 formal and network-based market research techniques, 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: Define, Analyze, Develop, Formulate, Execute, Refine.

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, $30 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, to align it with the firm's Digital and Data Strategies

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

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.  

Product Positioning and Market Entry Plan

 Advised the CEO and leadership team  of a financial data management and analytics firm on target markets, distribution partners, product positioning, and product direction to maximize revenues by market segment