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Our Advisory Services add significant value to your organization: we help improve business efficiencies or grow revenue.
Discover Our Efficiency Focused Services
Compliance
Review compliance program and outline best practices to improve compliance operations and culture
Corporate Governance
Assess corporate governance program and board structure. Propose relevant changes
Project Management
Provide project management services to support key initiatives from initial planning to final go-live launch
Interim C-Level Executive
Serve as interim C-level management in Europe and the United States
Mergers & Acquisitions
Assist in mergers and acquisitions planning and execution. Perform due diligence
"Andrew is a natural leader who inspires confidence in his team and fosters collaboration across departments. I highly recommend Andrew for any role requiring strategic thinking and strong leadership."
- Glenn Kerr, Former CTO, Monex USA
Discover Our Revenue Focused Services
Client Management
Improve performance metrics of client-facing staff. Review and modify key performance metrics and/or propose new performance metrics
Define changes to client management structure to drive revenue, improve client retention, increase product adoption, and efficiently segment clients
International Expansion
Scope overseas markets, devise new expansion plans, or recommend changes to existing plans in progress
Provide launch support to international expansion initiatives with direct in-country resources
Marketing
Review traditional and digital marketing programs and outline proposed changes
Recommend new marketing initiatives where applicable
Assess competitors and benchmark against industry competitors
Generate value-added Thought Leadership content
"Andrew effectively managed a complex regulatory program involving over 40 state and federal regulators and orchestrated a growth strategy encompassing international expansion, a new client-facing online product, and a complete corporate rebranding."
- Val Jagar, FinTech Executive, OFX
Partner Programs
Evaluate existing partner programs by industry and product offering
Propose changes to existing programs and/or outline new partner program opportunities
Product Management
Analyze products and review product roadmap
Benchmark solutions against industry competitors
Define product changes to differentiate offering
Formulate product rollout plans to drive client adoption
"Andrew's knowledge and insight are extremely diverse and he takes genuine ownership of any project which he is a part of. When it comes to absorbing feedback and converting it into guidance and leadership, Andrew excels."
- Kevin Schwab, Sr. Account Executive, Convera
Learn more about how our Advisory Services can add value to your organization.
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