Financial Consulting
Executive Financial Strategy Consulting
Modern digital banks and traditional advisory firms need strategic partners who understand how to connect and engage new users on their platforms, and build deeper relationships with next-generation clients, respectively.
Whether you're launching behavior-led financial products, adapting to cultural markets, or designing scalable advisor training programs, the right consulting partnership can transform your client acquisition and retention.
I work with modern and traditional advisory firms to develop human-centric financial solutions that drive client engagement, improve platform retention, and increase assets under management.
From established wealth management firms to Series A fintechs, we bridge the gap between financial technology and real behavioral change.
How I Approach Financial Strategy Consulting
Program Architecture: Design comprehensive financial wellness systems that scale across client bases, integrating behavioural coaching with digital platforms to drive measurable engagement.
Cultural Market Adaptation: Leverage international experience across EMEA, US, and APAC markets to localize financial programs for different cultural contexts, risk preferences, and behavioral patterns.
Advisor Training & Certification: Develop hands-on coaching programs for financial advisors and client-facing teams to deliver structured, confidence-building financial conversations that increase trust and product adoption.
Partnership & Revenue Strategy: Structure win-win collaborations including IP arrangements, scalable delivery models, and measurable success metrics that create sustainable business value.
Client Success Story: Habitto Partnership
The Challenge: Japanese fintech Habitto (40k+ customers, Series A) needed to increase financial confidence among risk-averse users in a low-literacy market.
My Solution: Co-developed Japan's first behavioral money coaching program, including a culturally-adapted curriculum, and advisor training frameworks.
Measurable Results:
334% increase in monthly app open rates
240% increase in time spent on app
5/5 client satisfaction rating for program value
Exceptional advisor effectiveness (4.75/5) in delivering sessions
Strong engagement metrics: 318% increase in chat/video interactions
Business Impact: Habitto secured $11.7M Series A funding led by QED Investors, with the coaching program validating their human-centric digital approach and market differentiation strategy.
Why I'm Uniquely Positioned for This Work
Cross-Cultural Financial Expertise: Former Goldman Sachs executive with deep experience across EMEA, US, and APAC markets. I understand how financial behaviours, risk preferences, and engagement patterns vary dramatically across cultures.
Proven Market Entry Strategy: Successfully helped Habitto navigate Japan's complex financial landscape, addressing cultural barriers like risk aversion, consensus-building, and trust-building (Kizuna) that traditional Western approaches miss.
Scalable Solution Design: Create programs that balance human-led coaching with digital scalability - critical for fintechs and advisory firms needing to serve thousands of clients cost-effectively.
Revenue-Focused Outcomes: Track what matters - client engagement, product adoption, retention rates, and measurable business impact rather than just satisfaction scores.
Next-Generation Client Acquisition: Help traditional firms and modern fintechs capture market share by engaging younger demographics who expect personalized, behavior-led financial guidance integrated with digital experiences.
Food for Thought…
Ready to capture market share with financial programs that drive real business results? Let's design strategies that increase client engagement, boost retention, and accelerate growth in competitive markets.
