My services include market, prospect & client strategy development, voice of the customer interviews and testimonials, team coaching, product evangelism, tactical learning experience design and delivery, proposal element construction, and targeted consulting to enhance marketing, sales, and service success.
I bring wide financial industry knowledge and awareness of not just traditional models, but also emerging corporate payments and receivables products and services on the domestic and international level.
I offer familiarity with the key players and issues in the fields of global treasury and cash management, financial fraud awareness and prevention, and advocate sensibly sustainable practices to grow and evolve any business.
I’ve honed my skills during 25 years of sales, client management and product experience with some of the industry’s largest banking and financial services firms.
I’m a published writer and industry commentator, and an ongoing contributor and webinar moderator for Finextra Research – the leading firm where banking and fintech idea meet.
Need a white paper written? Client interviews researched and conducted? Webinars prepared and moderated? Team engagement, client experience sharing, or product/service training designed and delivered?
These are all in my wheelhouse, and you’ll get top-notch results when you bring me on board.
EXPERIENCE, Expertise, & insight
- 25 years of finding and growing profitable relationships
- Global and domestic executive-level clients, colleagues, and collaboration partners
- Current with emerging trends in financial services, fintech, and sustainability
- Writing, presenting, and moderating at the nexus of client experience and practical, usable information
- Helping develop product understanding through sensible, memorable, and well-researched stories and interviews.
GLOBAL PAYMENTS expertise
I’ve been working with clients and colleagues to streamline global payments and foreign exchange since soon after they moved from bank branches to business desktops. Whether exploring the latest regional wrinkles in instant payments, surveying the world’s local clearing systems, or making the most out of ACH payables and receivables, I can help businesses find the best practices and solutions for their own payment needs.
STRATEGY DEVELOPMENT
It just won’t work if it doesn’t make sense. So many consultants don’t really know your business, or try to apply ‘other’ industry examples that just don’t stand up as ‘best’ in your field. I know international treasury and domestic corporate banking realities in the US and Canada. I can provide Coaching, Product Evangelism, and Tactical Consulting to quickly increase your organization’s Sales & Client Experience effectiveness.
THOUGHT LEADERSHIP
Many new companies in the fintech world, and some in legacy financial services sectors, like standard or challenger banks, credit unions, and non-bank financial institutions (NBFIs) struggle to explain and deliver their best to the customer. I bring knowledge and advocacy of latest product/service trends, expert presentation development experience with top clients and key industry topics as moderated for Finextra global webinars.
not your typical consultant
I’ll explore holistic solutions to your toughest challenges. Because it’s not that simple to uncomplicate things.
Recent feedback – facilitation & writing
“Great job facilitating. This was one of my best webinar experiences!”
“Scott, you did very well in preparing and facilitating.”
“Thanks for moderating a great session, Scott! This was easily one of my favorite webinars I’ve done. Looking forward to more collaboration in the future!”
“Awesome read Scott, this is a super serious topic that should remain top of mind for corporates as well as consumers. Thanks for sharing”
“We have always had a tough time putting our firm and our mission into words…Your article nails exactly what we are and should be getting out there to the world. Thank you.”
Read and see my work
Financial and Fintech connections, Sustainability education and consulting for growing firms and regional organizations
finextra Research
Preparing and conducting webinars with top banking and fintech executives for the industry’s leading financial information and commentary source. Copywriting and client-facing research, reporting, and informed insights. Thought leadership with sensibility, simplicity, and practicality in mind.
Earthwork collective
Co-founder of the first global sustainability consulting firm designed especially for growing organizations. Facilitation, engagement, and marketing services for a smoother ESG journey.
the carbon almanac
Contributor and editor on a team assembled and led by Seth Godin. We researched and published the global bestseller that for the first time shares all the key facts around climate change challenges & solutions in one book.