Client: Global Fintech
Objective: Innovation Hub Launch
Outcome: ideated more than 200 new venture opportunities; assisted with triage and cultivation to launch 3 new product pilots within first year.
Accelerated creation of H2 innovation capacity for a fast-growth, private equity-backed fintech with over $150 million revenue and 30+% annualized growth.
Designed plan, aligned senior leadership to identify next horizon of revenue growth at scale.
Developed organizational specifications and assisted with recruiting core team.
Led multiple ideation workshops with internal and external stakeholders to generate new commercial opportunity.
Designed cultivation and development roadmap to help executive team understand how to refine venture concepts and qualify them down-funnel for investment.
Conducted company-wide internal education and recruitment to accelerate projects.
Client: AI Stategy Framework
Objective: AI Strategy Framework for Investments
Outcome: CNBC, Bloomberg media hits; Harvard Business Review byline article with Director of Research & Chief Strategist.
Empower research function in a global investment bank to, in turn, help clients understand AI threat and opportunity.
Created an AI Framework suitable for application to understanding impacts of AI, particularly with relation to making institutional investment decisions (the “AI Framework”).
Co-authored a report on the AI Framework in collaboration with bank’s chief strategist.
Facilitated client conferences explaining the impacts of AI and how to apply the AI Framework.
Supported 150 research analysts with guidance on how to apply the AI Framework to their covered companies.
Client: Incumbent Bank
Objective: New Division Launch
Outcome: project has secured Board sponsorship and vendors, and is preparing for implementation within one year of initiation.
Guided Bank C-Suite and Board through launch of a new web3 business line. The bank is one of the 10 largest in its market with over $10bn AUM.
Devised web3 market entry strategy in close consultation with the CIO, the President of Payments, and the Innovation Hub.
Aligned with CEO objectives and engaged in multiple round of Board education regarding market opportunity, technical capabilities, risks and mitigants, and path to market.
Led team that developed market entry strategy, identified vendors, conducted RFI and subsequent RFP and vendor selection.
Now developing operational implementation and vendor onboarding plans and processes.
Client: Market Exploration
Objective: Pioneering ROI for new growth horizons
Outcome: Strategy alignment for senior leadership.
Build business case for corporate development & innovation team on a strategic area.
Conducted primary and secondary research on a new market space for a global enterprise.
Engaged with thought leaders and capture knowledge for client.
Identified new prospective strategic partners for consideration.
Refined forecasting for market sizing and growth.
Performed financial modeling for potential outcomes of different options.
Client: Leadership Development
Objective: Executive Studio
Outcome: executive took a new C-suite leadership role within the same firm, and now has a innovative outlook and new skillsets to guide the business.
A top 5 asset management firm had a C-suite executive who they needed to retain, and who (in turn) was looking to understand cutting edge disruptive technologies and their impact on the organization and its future.
Created a customised action lab delivered over three months that systematically reviewed key technologies (such as artificial intelligence and blockchain) impacting the industry.
Reviewed and then developed ideation, strategy development and innovation execution skills.
Brought in globally recognized subject matter experts for additional perspectives.
Deployed a Living Lab approach to skills implementation and codification.
Client: Global Financial Services
Objective: Mindset Shift
Outcome: while there were direct project outputs for further followup, the entire leadership was exposed to and had practice with applying tools of innovation. Post-hoc feedback rated this as the single best executive offsite the firm had run.
Through an interactive series of exercises, the top 200 executives at a leading global financial services firm were taken through a collaborative strategic planning process to simultaneously generate innovative concepts for the firm while also inculcating a more innovative mindset. Over the course of three months we:
Worked with the C-suite team to design the intervention.
Provided a series of video and text assets delivered to participants in a steady stream to prime them for the strategy retreat.
Executed a high-impact innovation ideation and selection process.
