FinTech Advisory Services
Our FinTech Advisory services brings together insights and solutions to empower the FinTech Disruption, engage the FinTech Community and strengthen FinTech Innovation.
Strategic FinTech Advisory
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FinTech Partnership Strategies
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Gap Assessments for Current vs. Aspired
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Competitive Advantages
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Monetization Timeline
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Strategic Plan

Strategic FinTech Review
Future
Stage Development
Implementation Planning
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Ad-hoc Counsel
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Internal & External Consultative Mentoring
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Market Intelligence Analysis
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Relationship Development
Ongoing Board Advisory
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Build/Partner vs. Buy Analysis
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Tactical Financial & Operational Commitment Packs
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Team Buildout, Hiring Assistance & Scalability
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Technology Development Roadmap (agile & waterfall)
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Vendor Diligence & Negotiation
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Business Model Evaluation
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Marketing Plan
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FinTech Market Positioning
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Competitive advantage Analysis
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SWOT Analysis
Global FinTech Solution Sourcing

Strategic FinTech Review
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Refine FinTech strategic requirements
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Identify key FinTech segments to analyze growth potential
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Review and select potential FinTech prospects
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Identify key FinTech growth metrics for management reporting and review partnership avenues
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Create data room for due diligence
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Validate customer insights, marketing effectiveness and corporate strategies

Implementation Process
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Select and engage with potential FinTech partners
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Contact potential partners and arrange for preliminary validation
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Initial due diligence
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Strategize business offerings of partners and support its business objectives
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Refine/review initial engagement, strategy and/or product/service offerings
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Detailed due diligence
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Continuous review of metrics, KPI reporting systems and framework to ensure relevance, accuracy and strategic fit
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Provide framework for business development and optimize presentation to catalyze partners conversion
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Receive and review final engagements
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Leverage on networks and partners to negotiate long-term distribution and partnership agreements

Deal Execution
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Develop and negotiate valuation and deal structure
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Put in place necessary legal structure and safeguards for long-term development
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Coordination of advisory relationships (lawyers, accountants, other)
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Negotiation of principal terms to guide legal documentation
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Completion
Strategic Company Profiling

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Strategic FinTech Review
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Develop FinTech sectors (Artificial Intelligence, Insurance, Internet of things etc.)
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Conduct direct research and analysis of potential sectors
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Leveraging industry relationships to source deals and analyze ROI of sectors
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Develop and prioritize initial deal flow pipeline
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Approximate earning quality and appraise financial performance of potential sectors
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Lead partners’ insight understanding and valuation of idea potential
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Initial due diligence
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Refine deal flow pipeline

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Implementation Process
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Initiate meetings to evaluate strategic fit, alignment of performance goals and nature of collaboration
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Develop target and potential partnership relationship
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Refine initial due diligence based on direct target input
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Make initial non-binding offer
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Conduct detailed due diligence
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Make final offer
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Enter exclusivity with target

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Deal Execution
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Finalize company valuation and review deal structure
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Manage accompanying advisory relationships with lawyers, accountants and others
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Review and finalize principal terms and assist with legal documentation
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Assist with completion procedures and formalities
FinTech Advisory Services
provided across the lifecycle
Strategic & Corporate Partners
Early Stage
Growth Stage
Regional & International Partners
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Corporate Registration & Formation
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Setting up Bank Account
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Investor Introduction
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Business Networking
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Administration & Recruitment
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Tech Development
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Investment Presentation
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Financial Roadshow
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Audit & Assurance
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Tax & Accounting
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Corporate Registration & Formation
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Setting up Bank Account
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Investor Introduction
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Business Networking
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Administration & Recruitment
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Tech Development
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Corporate Legal Advisory
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Marketing Support
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Public Relations
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Innovation Lab Operation
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Investment Presentation
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Financial Roadshow
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Audit & Assurance
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Tax & Accounting
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Corporate Registration & Formation
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Setting up Bank Account
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Investor Introduction
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Business Networking
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Administration & Recruitment
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Tech Development
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Investor Relationship
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Media Relations
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Corporate Legal Advisory
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Marketing Support
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Public Relations
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Innovation Lab Operation
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Investment Presentation
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Financial Roadshow
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Audit & Assurance
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Tax & Accounting
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Corporate Registration & Formation
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Setting up Bank Account
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Investor Introduction
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Business Networking
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Administration & Recruitment
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Tech Development