Improve AOF customer experience to keep pace with environmental changes, rising interest rates, and the end of pandemic-related support programs

Formulate a comprehensive go-forward Alternative Investments strategic market entry strategy to help Apex Fintech Solutions better achieve our purpose of “frictionless investing for everyone”

Formulate a growth strategy for technology-based products and services.

Create a TCFD-conforming underwriting product for farm credit lenders seeking sustainability-linked financing of supply chain and farming activities

Conduct a deep and detailed market analysis to define market positioning, including distribution strategy and organizational structure, for a large Brazilian wealth management company

Conduct a market scan of FinTechs in the alternative investment landscape and determine areas Fidelity could be strategically positioned to win in

Create a plan to scale up active users of ICICI's InstaBIZ platform from 1 million to 7.5 million in next financial year, which will support ICICI in becoming SMEs' preferred bank

Conduct third party research and recommend a business model and a communication model with the appropriate digital channels to support ongoing review of the international unit business models

Develop a people and facilities plan for the brokerage of the future

Develop a tactical framework and strategy to maximize the impact of diversity, equity, and inclusion for team members and leaders in a way that creates personal ownership and accountability.

Assess behaviors of 'non-traditional students' (e.g., mid-career, student parents, military) around retirement saving, planning, and goals to inform marketing and engagement strategies targeted to...