20yrs value creation for FinTechs, FIs, Private Equity Investors, Governments, and Corporates
FinTech case studies
Vellis
Banking
Canada-Europe
2023-2025
Design and build of a Neobank for SMEs:
Strategy development
Business plan
Branding
Licensing (MSB and PSP)
Technology sourcing
Go-to-Market
EUROSTEP
DIGITAL
Private Equity
France-Europe
2017-2022
Commercial strategy and technology sourcing for a corporate governance and portfolio management solution for private equity.
ENTERPRISE
ESTONIA
Government
Estonia
2013-2018
Development of country value proposition for high-value FDI, origination strategies, marketing collateral and trainings.
ARETO
PAYMENTS
Payments
Switzerland
2023-2024
Turnaround of a payment service provider:
Industry analysis
Capability analysis
Strategy development
Financial modelling
Product roadmap
Strategic cost management
Licensing (PCI and PI)
SOLUTION
CENTRE
Credit Unions
Ireland
2017-2021
Development of IT and financial services including FinTech whitepapers, CEO workshops, business requirements and solution sourcing.
TELIA
Corporate
Estonia
2016
Advice and benchmarking data on establishing a shared service centre to support business transformation.
CREDIT UNION DEVELOPMENT ASSoC
Credit Unions
Ireland
2019-2023
Development of sector capability:
Business model development
Product development
Technology sourcing
Central bank compliance
COVID 19 response
Training and CPD
ENTERPRISE
IRELAND
Government
Ireland
2017-2021
Development of trade and investment for Enterprise Ireland portfolio clients in FinTech, GBS and Cyber sectors.
treasuryview
FinTech
Europe
2009-2015
Commercial and product development of a treasury and deb risk management platform.
UNION
FINTECH
FinTech
Estonia-Europe
2014-2025
Launch and growth of core banking:
Strategy development
Commercial roadmap
Product roadmap
FinTech content
Lead generation
Fundraising
estateguru
Lender
Estonia
2019
Financial strategy and licensing review for expansion of a crowdfunding platform.
FINANCE
ESTONIA
Government
Estonia
2011-2013
Feasibility study and capacity building to develop Estonia's financial and treasury services sector.