Services

Actionable Business Planning

Collaborate with leadership teams and boards to clearly define their goals, then collaborate across organizations to achieve them. Leverage strong financial, operational, and data acumen to develop business strategies and plans that can be implemented with clear KPIs to deliver measurable results.

Fintech Expertise

With 25+ years in fintech, I have deep knowledge of international retail and digital payments, e-commerce, financial service, and tech sectors, and functional expertise in sales, marketing, pricing, and product management. I advise clients on fintech trends and technologies, customer and user experience, P&L management, and financial modeling for new business, acquisitions, pricing, and margin maximization.

Go-to-Market Strategies

My track record includes numerous successful payment product launches, delivering top and bottom-line growth. I help organizations design go-to-market strategies, including lead generation, business development, and account management, to grow revenue.

Global Connections and Relationship Building

Having lived and worked in Europe, Asia, and North and South America, I have built trusting relationships with financial institutions, governments, regulators, and fintech and payments experts on four continents. I help open doors and connect individuals and organizations to create alliances and profitable partnerships.

Compliance and Regulatory Guidance

Fintech firms face complex regulatory environments, further complicated by region and financial service type. I help organizations understand the hurdles, collaborating with their legal teams to develop compliance strategies that ensure their products and services meet legal requirements.

Operational Excellence

I have a keen eye for finding efficiencies for reinvestment and improving customer acquisition/retention and revenue performance, simplifying your operations, and amplifying results. I help organizations improve quality while streamlining forecasting, planning, P&L, and risk management to maximize profit.

Team and Talent Development

As a “Best Workplace” award winner, I have extensive experience developing and leading top talent and high-performing teams. I coach and mentor leaders to help them create inclusive cultures that optimize results.

Family Business Growth

As the daughter of a very successful entrepreneur, I grew up in a family business and now serve on the firm’s board. I know the ins and outs of collaborating with family members to drive profit and growth and how to mitigate and manage conflict. I help leaders navigate the sometimes challenging but rewarding nature of ensuring family business success.

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