Each engagement starts with problem definition and needs assessment.  Below are interim talent augmentation subject matter expert service options for consideration. 

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• Customer Experience & Growth: To attract and retain customers, financial service companies must offer exceptional experiences across all touch points and offer relevant products and services to address their customer pain points.  Our consultants can help identify customer pain points, optimize existing or create new products and services, and develop strategies for delivering seamless, personalized experiences.

  • Product:​

    • Developing product strategy, plans, roadmapping, budgets and KPIs.

    • Implementing P&L driven and strategy aligned prioritization framework to ensure highest impact initiatives are funded and pursued.   

    • Developing business cases as required (in partnership with team, finance and relevant stakeholders who need to sign up for revenue or cost savings).

    • Competitive reviews, evaluation and strategic group maps.

    • Customer acquisition, cross-sell and retention strategies and tactics.

    • Developing customer journeys, measurements and performance management framework (teams, data, tech agility) to drive results.

    • Developing & executing pricing frameworks (in partnership with finance & treasury).

    • P&L and funnel reporting templates (assume data exists).

  • Marketing:

    • Evaluate existing and recommend future state customer segmentation, targeting and marketing tactic performance (ROI, CPA). 

    • Digital & Direct Marketing (paid, owned, earned) analysis, evaluation, strategy, recommendation, business casing and implement plans.   

    • Brand Marketing analysis, evaluation, strategy, recommendation, business casing and implement plans.  

    • Marketing process optimization, including intake, planning, calendaring and workforce augmentation (i.e. external design, translation, copy writers).

    • Marketing acquisition, cross-sell, retention, win-back analysis, evaluation, strategy, recommendation, business casing and implement plans.   

    • Marketing automation and other MarTech analysis, evaluation, strategy, recommendation, business casing and implement plans.  

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• Digital Transformation: Financial services companies are increasingly investing in digital transformation initiatives to enhance customer experiences, increase acquisition, streamline operations, and reduce costs. Our consultants can assist in developing digital strategies, implementing new technologies, and integrating digital channels with existing systems.  ​Areas of speciality include optimizing or launching best-in-class:

  • Digital sales platforms, capabilities and programs: Digital application and originations (deposit and credit products) analysis, evaluation, strategy, recommendation, business casing and implementation.   

  • Digital servicing & engagement platform, capabilities and programs (website, secured banking, mobile apps) analysis, evaluation, strategy, recommendation, business casing, and implement plans.   

  • Digital Adoption analysis, evaluation, strategy, recommendation, business casing and implement plans.   

  • Evaluating current state and recommending the optimal future state Tech parter ecosystem

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• FinTech & Neo Bank Collaboration and Innovation: FinTech companies are disrupting the financial services industry, and traditional financial service companies must adapt to remain competitive.  Our consultants can help banks and credit unions identify opportunities for collaboration with FinTech firms, develop new experiences, products and services, and foster a culture of innovation.  In addition, our consultants can help FinTechs pitch to banks and credit unions, in addition to support specialized requirements:

  • MasterCard Issuing or Acquiring Licensing: becoming a principal issuer and / or BIN sponsorships of MasterCard and Visa cards for personal and business credit cards and prepaid cards.

  • Provincial Licensing for Credit Products and related Insurances

  • Business development RFI, RFPs, Contract Negotiations for Banking-as-a-Service (BaaS) and Platform-as-a-Service (PaaS) providers.  

  • Preparing pitch decks for FinTech pre-seed or seed funding.

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• Artificial Intelligence for Productivity & Results: Harness the transformative power of Artificial Intelligence to drive productivity and bolster results.  Deploying AI for marketing automation and optimizations, dynamic product competitive intelligence and pricing strategies, and utilizing Generative AI to cultivate advanced chatbots for service and sales — enriching customer interactions and sales conversions.  In addition, leveraging AI driven enhanced data analytics and creating powerful visualizations that unearth actionable insights, guiding decision-making and performance improvements. 

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• Open Banking (Consumer Direct Finance) to Differentiate: Navigate the evolving landscape by leveraging Open Banking frameworks and alternative data sources to streamline account opening, improve KYC & income verification methods, and democratize access to banking data and insights to foster financial empowerment.

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Talent Bridge is in the process of securing consultants for the following areas.  At present, we're more than happy to recommend some great talent.  Just drop us an email!

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• Regulatory Compliance and Risk Management: Financial services companies in Canada must adhere to a complex set of regulations, which can change frequently. Our consultants can help navigate these regulations, develop effective compliance programs, and implement robust risk management frameworks.



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• Operational Efficiency: Reducing operational costs and improving efficiency is an ongoing priority for banks. Consultants can assist in identifying areas for improvement, streamlining processes, and implementing cost-saving measures.