Who We Partner With

  • Traditional banks and credit unions:  top national, regional, community
  • Traditional players enabling the financial service ecosystem such as networks, credit unions, payments processors, merchant acquirers
  • New entrant challengers that provide financial service products and services to consumers and small businesses
  • New entrant FinTechs that enable the use of financial services and provide technology, data solutions, and product solutions to the financial services ecosystem
  • Industry advisors — including consultants, law firms, analysts, and investors who desire to complement their knowledge and industry reach
The FinTech Interactive Primary Knowledge Base: Consumer lending and payments; small business lending and payments
Innovation in payments, financial services, and lending, and the changes in customer behavior because of these advances in technology
Access to credit and financial services; use of technology to reach financially underserved communities
Tools, technologies, and approaches to better assess credit risk
Tools, technologies, and approaches to mitigate fraud at the point of customer acquisition 
Fairness in financial services

Traditional financial institutions hire The FinTech Interactive because…

  • We know the landscape of new providers; understand innovations in product, who is offering what, and how they win.   
  • We are at the forefront of trends in financial service innovation – players, products, and consumer adoption.
  • Our strong relationships with industry players (built over many years) can be drawn upon to validate hypotheses being considered.
  • Our Principal Advisor, Kim Gerhardt, has over 30 years of experience in financial services and management consulting.

Startups in hypergrowth mode hire The FinTech Interactive because…

  • We know financial services and the landscape including traditional players and new entrants. 
  • We have strong relationships across the industry, and across all types of providers (top national banks, community banks and credit unions, new entrants).
  • The FinTech Interactive is entrepreneurial and nimble. We like to set a vision and make it happen.  We execute and build.

Industry Advisors hire The FinTech Interactive because…

  • We have been working in the intersection between traditional banking and new entrant challengers over the past two decades; we were at the forefront of FinTech during the emergence of the sector.
  • Our expertise tends to focus on issues, opportunities, and innovation in risk management – including credit risk, fraud risk, and compliance with legal/regulatory trends.
  • Our management consulting experience covers a broad range of problem solving skillsets and approaches.
  • Our Principal Advisor, Kim Gerhardt, has the ability to call on her strong relationships across the industry to isolate trends and shifts in the industry.


Client Testimonials

“While I was at Mastercard, Kim helped us with the development of our contactless strategy and go-to-market planning. I was impressed with her ability to develop the strategy but also get into the details of the tactical, executable plan. She definitely has her finger on the pulse of emerging fintech trends and is an absolute pleasure to work with.”

Catherine Murchie, Mastercard

*****

“Kim did a masterful job at spearheading the creation of the Fin-tech Fraud Forum.  I was very impressed with her ability to see the potential value creation in bringing the diverse Fin-tech risk community together and her leadership in quickly taking it quickly from concept to functioning process. She has an outstanding understanding of the intersections between traditional banking and the emergent Fintech landscape. Kim also has extensive contacts through the financial services and Fintech landscape.”

Phillip Ambrose, LendUp

*****

“Kim’s depth and breadth of traditional and FinTech banking are unique to her. Her ability to reference risk management case studies and reach within her expert Chief Risk Officer network to synthesize emerging trends makes her valuable to any organization.”

Ahmad Azeez, USBank

*****

“Kim has a way of keeping clients engaged. Kim has great knowledge about both the traditional banks and Fintech companies, their risk management practices and challenges, and she always provides valuable inputs and opinions.”

Cheryl Wang, USBank

*****

Certified as a Women Owned Small Business WOSB by the U.S. Small Business Administration