Advisory services in digital banking, lending and payments
Our Principal Advisor, Kim Gerhardt, has over 30 years of experience in financial services and management consulting, with expertise in growth strategies, operational excellence, and risk management.
She is passionate about how the use of technology and data in financial services enables access to credit, creates new channels, protects against fraud, and empowers financial institutions to grow and manage their business. Learn more about Kim here.
Kim has worked with both traditional financial institutions and new entrant challengers for two decades — and believes that every player is a “FinTech” regardless of their company lifestage
Growth Strategy: We help clients better understand the shifts in the competitive market and changing customer needs to best create products and position their business for growth.
Innovation in Risk Management: We help clients better understand advances in data, tools, and providers to improve their credit and fraud risk management functions.
Operational Excellence: We identify industry leading practices and compare these against our clients’ business practices to uncover opportunities for improvement.
We partner with clients through management consulting and advisory services to firms regardless of the stage of their lifecycle. Your firm may have a specific business question at hand where a specific project can be defined, or we can develop an advisory relationship for ongoing support and advice. Regardless of structure, we will partner with you, collaborate with you, and work with you in an interactive way to drive success. Let’s explore this initial opportunity.
Traditional players: Top national, regional, community banks, credit unions; credit card issuers; merchant acquirers
Fintech lenders, solution providers, payment facilitators
Industry Advisors