Launching a white label

Management had built a successful referral relationship with a large bank to generate leads on businesses looking to accept credit card payments. The exclusivity period on the contract with the bank was coming to an end and the business development team was talking with other financial institutions to see about repeating this successful lead generating relationship. A new product offer was imagined and delivered to capture these new referral opportunities. Read More

Modeling a mobile wallet

Papar needed to pivot toward a new strategy focused on the opportunity related to mobile wallets in the emerging Latin markets. With a track record of successfully launching new technologies in these markets, Charles and the executive team still had the funding they needed, but needed to establish clarity on the new strategy with their investors. A financial model and budget plan were needed to create transparency, momentum and trust. Read More

Developing a payments strategy

Senior management leaders needed a collaborative strategy to understand the opportunities available in a changing payments market. New business models were displacing their businesses and so Mike was tasked with chairing the strategy for the international financial institution. Engaging his team to support his efforts, Mike was able to meet with the thought and business leaders across the organization to craft an inclusive strategy that included key recommendations on how to approach opportunities for growth and profit. Read More