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Expert consulting services to boost growth and profitability through transformational change

Expert consulting services to boost growth and profitability through transformational change
Marco is a transformational leader with over 25 years of experience driving business integration and organizational change. He has led successful mergers between global asset managers, improved company performance metrics, and delivered "top quartile" results recognized by leading private equity firms. He guides organizations through th
Marco is a transformational leader with over 25 years of experience driving business integration and organizational change. He has led successful mergers between global asset managers, improved company performance metrics, and delivered "top quartile" results recognized by leading private equity firms. He guides organizations through their transformation journey, helping clients create sustainable change that empowers people and drives measurable business value.
Carl is an accomplished executive with decades of experience in venture-backed companies. He has a proven track record of creating value for stakeholders by leading high-performing commercial teams, securing rounds of VC financing, and facilitating successful exits. Recognized as a thought leader in digital commerce, Carl has spoken in
Carl is an accomplished executive with decades of experience in venture-backed companies. He has a proven track record of creating value for stakeholders by leading high-performing commercial teams, securing rounds of VC financing, and facilitating successful exits. Recognized as a thought leader in digital commerce, Carl has spoken in over 40 cities worldwide. He has run a number of engagements to catalyze workforce transformation in the age of AI.
Fast-track AI adoption to achieve measurable results, drive early wins, and ensure sustainable growth with tailored strategies and expert guidance.
Plan and manage activities around how to transition those impacted by the change to minimize disruption and ensure that the change sticks.
Getting clear on the business objectives and outcomes, defining the program team structure, creating a plan around process, technology, data and people aspects. Managing and measuring progress and results.
Evaluate your AI maturity, identify gaps, benchmark performance, and receive a tailored roadmap with actionable recommendations to optimize strategy, organization, and measurable business outcomes.
Create plan and functional organization structure to drive fast realization of the business plan and synergies. Ensure measurements and communications of decisions and progress.
Put in place the appropriate amount of process/methods, upskill or bring in new talent (e.g., project managers) and put in governance structures and enabling technologies to support project delivery
Challenge: Leading FinTech company needed to enhance customer experience and operational efficiency with an initial NPS of -50.
Solution and Results: Leveraged AI to revolutionize "Delight the Customer" initiative by analyzing thousands of data points across nine departments to recommend and validate next best actions.
Challenge: Improve fragmented RFP response processes and increase win rates
Solution and Results:
Revolutionized RFP response process by developing a specialized AI agent that delivered dramatic results
Challenge: Implement new software monetization models (various high-tech clients) e.g., perpetual to SaaS
Solution and Results:
Got clarity on objectives and desired results as well as impact to different functions. Developed plans, managed teams, coached executives, ensured strong exec sponsorship and drove change management efforts. Successfully implemented changes that drove increased recurring revenue leading to higher valuations.
Challenge: Clients suffered from poor project execution
Solution and Results: Put in processes and governance such as a standard way to assess projects (intake), defined project & software delivery processes and provided tools to project teams. Helped hire and deploy initial project managers. Business loved the improved success of projects.
Challenge: Chief Risk Officer of world’s largest asset manager was struggling to implement a desired change for 4 years
Solution and Results: Helped structure and execute a cross-functional change project to deliver a solution in 7 months with high acceptance and adoption across portfolio managers, Finance and Risk.
Challenge: Combine 2 software market leaders in their space to deliver on synergies
Solution and Results: Structured and program managed efforts across all functions. Teed up and facilitated key decisions. Provided regular updates to CEO and PE company. Delivered in 9 months. Considered a “top quartile” integration by PE partner.
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