The financial services ecosystem is constantly changing in addition to the products and services provided to targeted customer segments.  Consumer and small business requirements for financial services are also evolving – the shift to digital has been accelerated with the pandemic.

Where do you fit in the ecosystem?

Established Players

  • Do you have new sources of competition? Are your customers’ financial service needs changing? 
  • Do you recognize that your business must adapt to effectively compete and protect/strengthen your market position? 
  • Given these shifts, what sectors of the market represent the biggest opportunities for you to win?
  • How should you refine your value proposition to the market, given these shifts?    

Challengers

  • Are you a newer entrant competing against traditional players and their established resources? 
  • What is the pain point that your product and service addresses? 
  • What is your differentiated value proposition and how does this resonate with the market?
  • Which customer segments have the greatest need and represent the strongest opportunity for your business? What are prioritized customer profiles to target?
  • What are the best strategies to go-to-market and scale revenues and profit?

Industry Advisors

  • Are you an industry advisor – whether that be a consultant, lawyer, analyst, or investor? 
  • Could an outside perspective be helpful as you evaluate the dynamics and opportunities within the industry? 
  • Are you seeking specific knowledge or market insights to validate or refute your hypotheses?

Why choose The FinTech Interactive?

Growth Strategy includes customer needs analysis and product market fit, competitive research and positioning, value proposition development, marketing sizing, go to market strategies and business plan development.

Kim has worked with clients on these issues over many decades.  She has worked with the top global brands in financial services and payments as they seek opportunities to extend their reach and grow with new products and with new customer segments.  This involves market assessment, identification of trends and intelligence, market prioritization, and growth strategies to accelerate market share. 

She has also partnered with executive management teams of new FinTech challengers that are aggressively scaling their products and services.  This involves helping clients with product market fit, value proposition development, selling strategies, customer targeting, and go-to-market strategies to grow their customer base and revenues.

Kim has partnered with numerous industry advisors on various efforts and projects and has supported their go-to-market and project delivery efforts in the areas of FinTech trends and innovation in payments.

Kim is an entrepreneur at heart and is passionate about building businesses and identifying opportunities for sustainable growth. 

Select Experience

  • For a global payments brand, conducted a series of projects and developed go-to-market strategies to increase deployment and grow usage of its contactless payment product.
  • Evaluated the trends and ecosystem for unattended payments (kiosks, self-service, vending etc.) to inform go-to-market activities for a global payments brand.
  • For a global payments brand, developed go-to-market strategies to grow its market share of card-based bill payments, including market sizing and prioritization across segments.
  • For a leading merchant acquirer, assisted in the development of a strategy to achieve double-digit growth including opportunities to create differentiated value propositions to select merchants.
  • For a global payments brand, evaluated and prioritized various wholesale industries to determine opportunities for a potential B2B payment product.
  • Advisor to the Financial Services division of a B2B company:  The company is scaling its financial services division which provides business banking solutions to small businesses.
  • Advisor to a Venture studio:  Invests in early-stage ML/AI start-ups that focus on the opportunities created by data-centric ML/AI, across various industry verticals including financial services.

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Through partnerships that are based on long-standing relationships with key leaders in the industry, Kim has capabilities, if needed, to be drawn upon in the fields of technical consulting, compliance strategy, M&A advisory, due diligence, and quantitative customer research.

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