Request for Proposals
- ISO's and FinTech Platforms seeking to renegotiate their processing contracts
- Banks seeking to compare the costs and functionalities of competing processors
- Merchants seeking to simplify their Omni-Commerce strategy
- Vendor selection & Benchmarking
- Hard to place merchant placement and provisioning
Strategy Development
- Synthesizing and simplifying go-to-market strategy for ISO's, ISV's and Banks
- Optimizing partnerships to minimize complexities and redundancies while maintaining security
- Analyzing the costs and projected loss reserve necessary to become a Risk accepting payments platform or PayFac
- Payment enabling ISV's
- Pricing Strategy
Integrations
- Terminal and Gateway Integrations
- Platform Integrations
- Processor and Card Network certifications
- Virtual wallet and gift card Integrations
- Payments Orchestration
Expert Witness Testimony
- Criminal and Civil
- PayFacs, FinTechs, Merchants, ISO's, Banks and Processors
- Reserve disputes, Residual Disputes, Partner Disputes
- Card Network Rules Disputes
- Platform/Processor and ISO Disputes
Risk Management
- Underwriting & Credit
- Operational
- Monitoring
- Customer Identification
- Card Networks
- Contractual
PayFacs
- Build vs Buy
- Pricing
- Integration
- Vendor Selection
- Verticals
Product Management
- Roadmap and Minimal Marketable Product offering
- Scrum Master & Agile Methodologies
- Priorities and dependencies
- Subject Matter Expert assistance for developers
- Story development and feature ranking
Speaking Engagements & White Papers
