Who we work with
We work with banking clients, fintech startups, technology firms like IBM, Adobe, Samsung, as well as AARP, Accenture, PwC, Bain, Cap Gemini, Omidyar Network, and Oliver Wyman.
We help organize discussions at global conferences and events like Money20/20, Plug and Play, Digital Banking, IN|Vest, and Finovate.
We help these players navigate, contextualize, and diversify their business models in order to be prepared for the changes to the broader financial services landscape.
STARTUP ADVISORY BOARDS:
Know Your Corp
Carolina FinTech Hub
Envestnet | Yodlee
Fintech INV (Fiserv)
Plug N Play Fintech
VC Fintech (FIS)
BAI Industry Advisory Panel
Brandeis University (Fintech)(Rabb School)
iValley Innovation Center
Journal of Digital Banking (Editorial Board Member)
World FinTech Report Executive Steering Committee