Our Services

Advisory

Insights and advice for startups and financial services companies which are apart of the payment ecosystem as well as emerging technologies, new payment types and services related to digital movement of money.

Digital Transformation Roadmap Development

Develop a plan that moves your organization from Point A (using your current processes/products) to Point B (using new digital processes/products). Includes competitive environment overview, investment required, business case development (ROI), key stakeholder presentations and more.

Strategy

Develop a strategy to deliver a digital-first approach to ensure long-term growth. Overcome data challenges and improve loyalty and engagement in a digital-first era.

Real-Time Payments

Leverage my experience from my work with the Federal Reserve Faster Payments Task Force (original charter member), Zelle, The Clearing House (Real-Time Payments RTP) and FedNow.

Whether you are launching Zelle, launching a new P2P network or you are a merchant interested in offering “Pay-by-Bank” as a new payment type, my knowledge and insights can help you avoid the pitfalls and lead to a quicker, faster and more successful launch.

Partnerships

Whether you are a fintech startup, a bank, a credit union, payment processor or payment network, we provide the advice and can establish partnerships that lead to successful new business partnerships.

If you are a bank or credit union and are thinking about building, buying or partnering to deliver new digital products and services, let me help you review your options and make an informed decision.

Loyalty and Rewards Strategy

I founded my own loyalty & rewards company in 2006 and was one of the first innovators in offering affiliate network merchant rewards and engagement features such as games and merchant-category bonuses. The suite of services was one of the first PCI compliant reward & loyalty SaaS platforms in the world.

I headed up Mastercard’s global rewards business, was an interim CEO of a major merchandise and promotional goods fulfillment company and consulted on a number of rewards & loyalty programs around the globe across the financial services and retail verticals.