Our consultants can help you achieve success.

  • Financial Services

  • FinTech

  • Banking

  • Education Finance

  • Start Up

Completed Projects

  • Student Lending Design, and program implementation
  • Start-Up Fundraising
  • Design and Implementation of Lending Platform
  • Creation of Affiliate Programs for credit cards, student loans, and consumer products
  • Creation of a Retail Bank First Line of Defense Risk Program
  • Creation and Execution of Risk Control Self Evaluation (RCSA)
  • Creation of Credit Card Affiliate Program
  • Implementation of Core Servicing Platform
  • Execution of Merger
  • Business Development
  • Sales program design and management
  • Third-party vendor deal negotiations, implementation, and management
  • Financial product marketplace design, implementation, and management
  • Audits
  • Advisory role
  • Marketing plans
  • Customer discovery
  • Training
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