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Recent 2008 2009 Financial Crisis Inquiries

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Financial Services

We are a consulting firm that connects retired or in-between financial services executives with -   technology firms looking for the 'voice of their customers’ and -   with law firms looking for expert witnesses we are neither a 'platform' like zintro nor an expert network like glg.  rather we are a boutique that is exclusively focused on engaging c-level executive consultants that built successful careers at large (global fortune 500) firms and our assignments are typically measured in weeks and months, not hours or days.  we believe that, in partnership with zintro, we can deliver a high touch, high value service to both our top-tier clients and the highly credentialed executives with whom we connect them. Prior to founding this company, i spent 24 years in banking before retiring from the group managing board of ubs ag in october 2008.   current demand for our services is increasing rapidly and we are looking to meet, and eventually vet new prospective consultants.   if you think you fit the bill please contact me to arrange a short intro call.  —seth

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    Chris |Managing Director

    Hi Seth, I have also been seeing the need arise of this demand. I would be pleased to speak with yo...

    10 Minutes Later
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    Michael |CEO

    Please give me a call at your convenience. Michael Williamson *****...

    22 Minutes Later
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    John |Managing Director

    I have 40 years banking, cnsulting and financial *****reince at top level firms. Please ...

    34 Minutes Later
+30 Other Responses
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Data / Intel / Advisory For Financial Institutions

We are looking to understand the market for data, market intelligence, and advisory services sold to financial institutions. Most of the work is done through research consultants who leverage data and domain expertise to provide reports to their financial clients. Clients rely on the data to measure and benchmark performance against competitors, gain competitive intelligence including market share trends, service ratings and strategies. Customers fall into 4 categories, banking, markets investment management and financial technology with customers including bofa, j.P. Morgan, nomura, fidelity, blackrock, thomson reuters, bloomberg etc. Players in the space include: bcg, greenwich associates, finalta, bai, novantas. We are looking to speak to either a) customers or b) players in this space.

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    Manish |Consulting Director

    Hi I have been in the management consulting, ***** business development roles for the past 1...

    1.7 Hours Later
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    Spencer |General Manager

    Hi: Happy to discuss. We have considerable experience doing B2B telephone research in the US and Eur...

    18.8 Hours Later
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    Scott |Senior Consultant

    Currently work for management consulting firm. Previously, I have worked in the financial services a...

    6.6 Days Later
+5 Other Responses
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Financial Insurance Marketing

We are looking for marketing experts in the financial and insurance industries. 1. How do financial companies such as zurich, axa, generali, allianz structure their marketing teams? Do they follow are centralized or a centre led model? How does the budgeting process? 2. How do companies with single brand & multiple brand vary their organization structures? How do companies like p&g, unilever structure their marketing teams? 3. What are some of the best practices adopted in structuring a marketing team? Looking out for consultants with deep expertise in marketing strategies. Best regards, prashanth

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    N. |CEO

    Prashant , I have experience in structuring and managing marketing teams and I can discu...

    16.2 Hours Later
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    Shrinivas |CEO

    I am knowledgeable on this project subject with my working experience in different ***** glob...

    2.8 Days Later
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    Tarun |Partner

    Hi Prashanth, Can help you benchmark this for you. Please write to me further discussion Can map or...

    4.1 Days Later
+8 Other Responses
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Financial Advisory Services Sourcing

Hello everyone, i am looking for following information with respect to "sourcing of financial advisory services" : financial advisory services include corporate finance, transaction services, restructuring, risk management, forensics and litigation. 1. Sourcing strategy: how do fortune 500 pharmaceutical companies source the financial advisory services? Is is centralized or decentralized within the client organization? How is it dependent on sub-category, geography and spend? 2. Engagement strategy: how do fortune 500 pharmaceutical companies engage with the financial advisory services suppliers? Is is local/regional/global suppliers? Do companies use a preferred supplier list? How many suppliers are there in preferred supplier list? How is it dependent on sub-category, geography and spend? 3. Pricing models: what are the widely adopted pricing models used for these services?How is it dependent on sub-category, geography and spend? 4. Mid-tier suppliers: who are the top mid-tier suppliers for these services apart from big players like big four?

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    Geary |Principal

    I can respond to your query. Do you have a budget for this project?...

    3 Hours Later
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    John |Managing Director

    I have 30 years experience in this sector in *****, banking, investment banking and financial...

    3.2 Hours Later
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    Rossano |International Business Consultant and Ac

    I can assist you but must be ***** a consultant, please check out my profile for my qualifi...

    3.2 Hours Later
+15 Other Responses
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Financial Services

I am the founder and managing partner of - a firm that provides a collaborative platform for senior financial services executives who wish to leverage their experience to benefit financial institutions and innovative technology companies. Prior to founding the firm i spent 24 years in banking before retiring from the group managing board of a company in october 2008. My firm is looking to expand our senior advisor network. We are currently interested in retired executives with senior level experience in large and middle-size and regional financial institutions. Typical profile of an advisor is a retired well-networked, industry-respected c-level executive who has been the sponsor or decision maker on multiple institutional technology purchases. Please let me know if you'd like to learn more

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    Richard |Partner

    We are a team of equipment law and finance experts working with banks and financial institutions in ...

    10 Minutes Later
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    Martin |Litigation Consultant and Expert WItness

    Yes, I would like to learn more. - Marty...

    26 Minutes Later
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    Leonard |Manager

    My areas of expertise in the financial services area are wide and deep. I am currently doing some co...

    26 Minutes Later
+24 Other Responses
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Financial Analysis For Healthcare Projects

The government financial consultant will lead the project management of the accurate and timely data and financial analysis on large and complex state managed health and welfare projects. This position will be the financial/accounting and/or financial operations expert for projects and proposals, as well as the mentor for more junior financial/actuarial staff and oversee their basic financial and operational work. While actuarial or financial expertise is desired, previous history in medical economics will be considered. Key responsibilities are: • project manage the government division's projects related to government sponsored health and welfare programs. After a project is sold to the client, the government consultant works with the lead client manager to initiate the project. This includes meeting with the client and clearly defining the scope, timelines and deliverable of the project as well as develop and propose essential project documents, including the budget and work plans • ensure project team is within budget, on time and producing work consistent with the scope. Coordinate tasks with specialists on the project team, keep the client leader informed on the project, ensure regular team meetings and maintain project documents. As the project team leader, may produce documents stating project results, including reports, charts, analyses, etc. • provide updates to the client team, gather additional information, coordinate data requests and advise client team on interim analyses. In conjunction with the client manager, may present project results to client • work on multiple projects with multiple clients simultaneously. While frequently in the role of overall project manager, may project manage tasks on large client deliverables in which a peer in the lead project manager role. • in this position, will also work with peers who are specialist to coordinate the specialist's contribution to the project • may focus on specialties that can include nursing, behavioral health, certified public accounting, pharmacy and coding. These specialist can project manage government projects unique to their specialty or project manage specialty sub projects in larger government projects • may directly supervise junior staff members and frequently provide supervisory feedback, training and mentoring to junior staff that have a project reporting relationship with them. People management responsibilities include: assign, direct, and evaluate work; conduct performance evaluations, progressive counseling and career development discussions; ensure appropriate orientation and on-going education/training; provide critical input regarding hiring and firing employees; promotion, salary and bonus actions • involved in the selling process with the senior client leader. Drive the request for proposal (rfp) process. Develop project approach and budgets. Work with internal marketing team and write up rfp response • keep self current on health policy environment and considers the implication of policy, law, political, etc. Changes impact client and client's programs • develop intellectual capital; lead or participate in the development of tools or processes that can be leveraged for multiple clients. To be considered for this opportunity, we require the following qualifications and experience: o ba/bs degree o minimum seven years of relevant experience required o strong analytical and mathematical skills; strong command of excel o excellent interpersonal skills; strong oral and written communication skills o ability to prioritize and handle multiple tasks in a demanding work environment o strong critical thinking and analytical problem-solving skills o ability to work independently and on a team o if a specialist, certified public accounting certification

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    Dana |Principal

    Good Morning- I have over 25 years healthcare finance, auditing and consulting experience. This app...

    3.7 Hours Later
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    John |Managing Director

    I am a forensic accountant with 30 years of experience. My credentials include both a CPA and a Cer...

    4.2 Hours Later
+4 Other Responses
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Financial & Commercial Advisory

We are an energy & utility advisory company based in uae. We are bidding for a financial & commercial advisory services for a power & utilities company. We are looking for a subject matter expert having more than 15 years of experience on financial & commercial advisory services and bid advisory services. We will be providing more information to interested smes. This project involves providing financial & commercial advisory services for the competitive tendering of power capacity to secure an economic expansion of the power grid capacity to meet future demand. Procurement is to be done using the current established procurement process and contract structure. However, improvements in the process in compliance to laws of the land are desired. The final capacity or location requirements for new capacity required are not yet defined although there is a shortlisting of candidate sites. The project is expected to take 21-33 months and on/off requirements of the project team members will be communicated as per the requirements of the project plan. More details with respect to the project will be shared based on the receipt of interests along-with detailed resumes of interested experts. Regards, saurabh

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    JOSE M. |VP Sales and Business Development

    Dear Sirs, I´m pleased to send you my request in order to be considered for the ***** ...

    9.1 Hours Later
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    Cyril |

    Would be very interested, have a look at my CV, and at the parties I am working for. On my own team ...

    9.3 Hours Later
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    Samuel |Principal

    I am interested in learning more about your opportunity. With 25+ years of Big-4 accounting and cons...

    5.3 Days Later
+7 Other Responses
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Non-financial Incentives For Advertising Agencies

Non financial benefits / loss used by advertisers while working with agencies . These benefits can be implemented for using pay by performance (pbp) model along with the financial terms/benefits/loss. Regards, fince

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    Joe |Partner

    I have done many many *****ects for both clients and agencies. I have an in-depth unders...

    3 Hours Later
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    Shyam |CFO Advisor

    Hi Fince, I can assist with pay-for-performance structuring project...

    9.4 Hours Later
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    Shrinivas |CEO

    I am knowledgeable on pay for performance models in different modes of utility. Geographical locati...

    14.4 Hours Later
+4 Other Responses
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Oracle Financials Gl, Ap, Ar, Fa, Consolidations

Need to know how fa consolidations works.

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    Amarendra |Sr Consultant

    Hi, I'm a GL,AR,AP ,FA and *****rt. I'can give your a very good expert knowledge on t...

    1.8 Days Later
+1 Other Responses
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B2c Financial Services

Looking for professionals with 7+ years of experience in the financial services sector (b2c lending) where credit lending is offered. These individuals must be senior individuals who have been part of the decision making / budget allocation processes in the credit risk / lifecycle in their organization. We need to conduct an interview in the south african region

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    sanjay |Chief Business Manager, Risk Manager, Op

    In the last 15 years +have handled various responsibility at Central, Branch and Region level across...

    6.1 Hours Later
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    Daan |CRO, Director

    With experience of over 30 years in (credit) risk management, I have held a number of times very sen...

    6.6 Hours Later
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    WILLIAM |VP. BUSINESS DEVELOPMENT

    Dear Sirs, Madam, I am Not ***** None, I am Not ‘In-Debted’ to None and/or Institution, - he...

    3 Days Later
+3 Other Responses
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Strategic Planning In Financial Services

Strategic planning expertise - financial services: i am looking for an expert in strategic planning in financial services, specifically banking. This individual must have a strategic planning process, and expertise in advising others on what type of strategic planning capabilities make sense, as well as in helping to build their internal capabilities. This person will have to come with this knowledge, processes, and approaches upon entering a consulting team.

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    Calvin |President & COO

    Let me know how to contact you so we can talk about your needs. I have over 30 years of doing Strate...

    1.7 Hours Later
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    Brad |Consulting Partner

    I have led ***** financial services companies and performed multiple *****ulting assig...

    3.1 Hours Later
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    John |President & CEO

    Please reach out to Sheryl Gurrentz, COO Scordo, Gurrentz.com and she can provide the skills you are...

    3.5 Hours Later
+24 Other Responses
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Financial Card Manufacturing

We are currently working on a project on financial cards manufacturing. We are looking for the following information: - porter's 5 forces - supply chain details - switching costs - pricing models/average rates - what other fis are doing - best practices for procurement

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    Hitesh |FinTech and customer Experience manageme

    Dear sir from your requirements list you are in process of *****X and OPEX for the card ma...

    2 Hours Later
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    Shaun |Vice President

    Hi My team have experience in this field and have recently completed work on a similar project. Plea...

    2 Days Later
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    Shyam |CFO Advisor

    very knowledgeable and can assist with this...

    2.4 Days Later
+13 Other Responses
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