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  1. 1. Provide a clear description of your needs and your expectations of an expert, consultant or job candidate and Zintro will match it with the most relevant professionals in our platform.
  2. 2. Within a day or two typically 6 - 12 Experts, who have opted-in, will contact you with a brief explanation of their qualifications and how they can help.
  3. 3. You can communicate back and forth, qualify each other, connect and pay fees to Experts through Zintro.
  4. Zintro is free, anonymous and without obligation.

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Recent Financial Services Technology Fintech Inquiries

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Blockchain And Financial Technology

We are a us based investment firm that is currently doing some research on emerging blockchain technologies and we are interested in speaking with a handful of experts in the space. More specifically, we’re looking to better understand how the blockchain is being used at financial institutions (asset managers, broker dealers, exchanges, etc.) and what market forces might accelerate or hinder its adoption. And ideally we’re looking to speak with experts that can speak to the blockchain architecture and how financial institutions and exchanges plan to use it in the near-term. To better focus the expertise we are looking for, here are a few specific questions we are focused on: screening questions / project scope: 1. There is a lot of excitement around using the blockchain architecture in financial services – how long do you think it takes for blockchain to become the de facto standard technology infrastructure in financial services? 2. How accepting are financial institutions to changes in technology? A) does this vary by use-case (i.E. Mission critical processes vs. Administrative enhancements)? B) is their approach to assessing blockchain-based applications any different from assessing other technologies (i.E. Traditional software)? 3. What workflows and applications are financial services companies looking to replace or enhance with the blockchain architecture? Please include a few lines on your experience in this area pertaining to our needs so that we can further assess your capabilities. Thank you in advance.

  1. Profile Picture

    Nakul |Director

    Hello, I am interested in being considered as a ***** the opportunity published by you. Plea...

    45 Minutes Later
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    Amit |CEO and System Architect

    Dear All, With 15+ years of experience in payment industry and system architect of eTakse.rs blockc...

    52 Minutes Later
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    Praveen |TECHNO-FUNCTIONAL(BUSINESS) ANALYST

    hi you can reach me on my email for further details...

    1.4 Hours Later
+22 Other Responses
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Synchrony Financial (syf)

Synchrony offers private label credit cards. We’d like to talk to someone in the credit card industry who is familiar with the pros/cons of general purpose credit cards vs. Private label credit cards. Ultimately we’d prefer someone who has general expertise across payments broadly, and is able to discuss potential disruptive threats from new payment technologies. The ideal expert would most likely be someone who worked in the credit card industry, or someone who consults for payment focused fintech companies. Please respond with your relevance to this request and a few availability windows for a 1 hour paid phone consultation.

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    Eric |Owner

    I am steeped in the payments space, have a comprehensive knowledge of the general purpose and co-bra...

    1.5 Hours Later
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    Richard |Owner of USD Mint, and USD Mint / USD tr

    I work at C level with Synchrony and all major issuers, with *****ng key benefits of Pay with...

    1.6 Hours Later
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    Donald |Principal

    I know PLCC, GPR/prepaid, open and closed loop, cards in general, payments in general, and fintech.....

    1.9 Hours Later
+14 Other Responses
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Mortgage Technology Trends

Our firm requires multiple expert interviews to better understand the uk mortgage technology industry. This is a 1-hour paid phone consultation. We are only interested in your personal point of view and are not seeking any confidential information. Referrals are welcomed, thank you.

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    Ray |Board Trustee (Vice Chair)

    Interested...

    2.2 Hours Later
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    Stephen |Customer Experience Manager

    Happy to be involved ...

    10.6 Hours Later
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    Ankit |Director

    This is my expertise area having more than 20 years experience in this space. We are current custome...

    11.3 Hours Later
+9 Other Responses
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Financial Data Management

We are looking to speak to paid customers of mx technologies. We are looking to do multiple paid phone consults with customers/ prior customers of financial data management such as mx technologies. We want to speak with experts who can share their insights on purchasing criteria, use case, pros and cons, and evaluation of other vendors in this space. This would be a 1 hour paid phone consultation. To be considered for this, please respond with your relevance to the questions given below: 1. Were you the primary decision maker in evaluating, selecting, and implementing mx technologies at your company in the last 18 months? Please elaborate on the extent of your involvement in evaluating and selecting mx technologies. 2. What were you using prior to mx technologies and who else did you evaluate besides mx technologies during your evaluating process? Please comment on the vendor you used prior as well as the other options you evaluated alongside mx technologies. 3. Have you been a live customer of mx technologies for 12 months or more? ***referrals would highly be appreciated.

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    Mark |Market Data Manager

    hello I am a consultant and my clients are financial services firms. Mostly I deal in market *****...

    40 Minutes Later
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    Patrick |Northwest Sales Director

    Hello, I have not used this technology nor do I know anyone who has. FWIW, when I researched this...

    58 Minutes Later
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    Shyam |CFO Advisor

    Current customer of MX technologies and can discuss ...

    1 Hour Later
+11 Other Responses
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Financial Technology

We are a startup looking to speak with a cio (or similar role) at a local commercial bank about how banks are adopting new technologies to compete with new fintech entrants.

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    James |Executive Director

    DIGITAL LEADERSHIP + PRODUCT STRATEGY + DESIGN THINKING My name is James ***** I have a dis...

    1.8 Hours Later
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    Henry |Business Analyst/Project Manager/Technol

    Thanks for contacting me but I don't have the necessary experience to help you....

    5.8 Hours Later
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    Ramamurthy |Owner & CEO

    My 40+ years of experience include; - 16+ years in various areas of commercial bank both manual and ...

    9.2 Hours Later
+15 Other Responses
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Technology In Financial Institutions

We are looking to do multiple paid phone consultations with experts in software development or it from uk and apac who have extensive knowledge on how financial institutions develop software to help make decisions about customer credit risk. This would be for a 30 min hour paid interview please respond with a few brief statements as to your relevance in this space. 1. Have you recently participated in the decision to develop a system for credit risk decision related to: a - portfolio management b - prospecting/offer management c - loan origination d - debt management e - collections management

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    Michael |Senior Solutions Architect

    Hi, Happy to have a phone chat on this topic if you think I can assist. I'm a qualified CPA and au...

    2 Hours Later
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    Alan |Managing Principal Consultant

    Have over 30 years experience in specification, development, ***** *****geme...

    3 Hours Later
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    Bhavin |Manager

    Hi, Happy to chat with you. I have built credit appraisal system for banks....

    6.4 Hours Later
+55 Other Responses
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Financial Tool Software

We are interested with multiple experts in the financial platform and application space to better understand how the finance tool offering is evolving for cfos. Ideally smes from the following perspectives 1. Financial platform providers - from global financial platform companies who focuses on the product roadmap/vision/strategy for tools focused on the cfo. 2. User/customer for finance bi tool - a cfo from the smb and enterprise space who led the installation process of the tool/system and had a primary role in selecting the tool (customer insight). - has experience using a dashboard/bi tool 3. User/customer spend management tool - a cfo who has experience with spend management tools 4. User/customer ar/ap tool - a treasurer or cfo who has experience in ar/ap tools this would be for a 1-hour paid phone consultation. To show your relevance in this space, please answer with a few brief statements the question below. 1. What is the level or extent of your experience in this space? Choose from any of the expert perspectives presented above. 2 kindly answer only those that apply to your experience/background. 2a. Financial platform providers - are you head/part of the team that handles/manages the vision and strategy of the company as it relates to the development of finance / accounting tools and finance application offerings? 2b. User/customer for finance bi tool - what are the dashboard/bi tools that you are familiar with ( adaptive insights or anaplan, and/or a dashboard/bi tool such as looker, sisense, domo, etc.)? Please indicate. - have you led the installation process of the tool/system and had a primary role in selecting the tool. 2c. User/customer spend management tool - what are the spend management tools (ivalua, tradeshift, ariba, coupa, etc.) that you have used in your current or past companies? Please indicate. - were you part of the team that evaluated these tools for your company? 2d. User/customer ar/ap tool - can you share your experience with any of the ar/ap tools that you have used (bill.Com, tipalti, stampli, tesorio, etc.)? Please indicate. - were you part of the team that evaluated these tools for your company? **please note that we are only interested in your personal point of view and are not seeking confidential information. ***referrals are highly appreciated

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    Larry |Sr. Vice President, Global Tax & Treasur

    Extensive experience as a CFO and Treasurer in leveraging technology to improve working capital and ...

    52 Minutes Later
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    Brian |President & Co-Founder

    as COO i have implemented and used extensively Bill.com, QBO, Harvest, *****ft, BambooHR and other o...

    1.4 Hours Later
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    Anthony |Former VP and Chief Procurement Officer

    My experience was primarily in the spend management area, although I also led the sap implementation...

    22.6 Hours Later
+24 Other Responses
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Enterprise Finance Technology Market

Our firm is looking to do multiple paid phone consultation with experts who has experience in corporate / strategy development and enterprise finance technology particularly on applications/software for human resources or payroll management, mobile payment and digital wallet service. Preferably with experts experienced in financial and strategy analysis, currently engaged or with a background in erp, corporate finance, database, and finance technology. This would be for a 1-hour paid phone consult. Please respond with a few short statements to the questions below. 1. Can you share your insights on finance technology market particularly for applications like adp, apple pay? 2, what is the extent of your role in the development of any human resources management software or mobile payment and digital wallet service? Please explain briefly.

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    John |Founder & Managing Director

    Thank you for your interest but this is not my area of expertise...

    43 Minutes Later
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    Christopher |Director Of Revenue

    Happy to discuss. Many years of experience in the space. Recently, last 12 months, part of team that...

    1.6 Hours Later
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    Milan |Chief Financial Officer

    I have done some work on payroll and HR management and also have strong work experience with ADP. My...

    2 Hours Later
+17 Other Responses
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Financial Services Technology Software Study

We are looking to speak with multiple experts that are knowledgeable on financial services software solution that will help to accomplish integrating data from multiple sources to build a unified data layer. This is a paid 30 to 45 minute phone interview **please note that we are only interested in your expert opinion and are not seeking any confidential information. All information you provide will be handled in strictest confidentiality and will be used for research and classification purposes only. Kindly respond to the question below as to your relevance in this space. 1. Have you recently participated in the evaluation of new software or technology to accomplish integrating data from multiple sources to build a unified data layer? Yes/no

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    Ankur |VP Cloud Architecture | Sales & Marketin

    15+ years of fintech & financial *****ytics experience. Worked with major financial firms. Built...

    40 Minutes Later
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    Harry |Technology Sourcing Manager

    Hi, I have been involved in a couple of projects that may be *****uding the production of a s...

    41 Minutes Later
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    Stephen |Project Executive and Sr Director Global

    I currently run client engagements for major financial institutions for this exact scenario. I am a...

    47 Minutes Later
+187 Other Responses
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Ss&c Technologies

We are a prominent nyc-based expert network and an authorized zintro partner. Our client has an immediate need to to conduct phone consults with multiple experts knowledgeable about ss&c technologies ceo, bill stone. More specifically, our client is looking to better understand his strengths and weaknesses as the company's leader. Ideal candidates should have a working experience with bill stone. This project has a budget.

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    Terry |VP & Director, Wholesale Banking Technol

    I do not have direct experience with SS&C but I am familiar with their suite of products. However, ...

    1.3 Hours Later
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    Stuart |Executive/Board

    I know SS&C and Bill Stone fairly well but have not been in touch with him for several years....

    1.9 Hours Later
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    Henry |Business Analyst/Project Manager/Technol

    I do not now the person....

    2.1 Hours Later
+4 Other Responses
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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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Trade Finance & Technology Best Practices

I am writing on behalf of a consulting firm that conducts expert interviews in support of industry-wide studies for many of the world's fortune 1000 companies. We help businesses answer questions by engaging with the world’s most relevant experts. So far we have delivered over 750 studies with input from over 15,000 individuals. We are an authorized zintro partner. For a current study, we are seeking to speak with experts who can share technology investment stories in banking around trade finance (e.G. Systems/technologies that have been deployed, lessons learned (incl. Slips, trips and falls), improvements/benefits realised). We are looking for experts with trade finance & technology experience from leading large banking organizations. We are focused on best practices from north america, europe, china, japan, korea and australia. Please note that we are only interested in your personal point of view and expert insight and are not seeking any confidential information. We are scheduling 60 minute discussions with experts this week and are happy to offer a flexible usd 250 for each interview. Please note that we are handling the standard zintro fee separately, hence the expert is not involved in paying this. We would welcome any referrals to other relevant experts as well.

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    Ralph |Head of Sell-Side Fixed Income

    I am a technology leader at Bloomberg who helps banking clients employ large scale ***** i...

    6.9 Hours Later
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    Juan |Zintro Expert

    I am a Product Manager at a FinTec company that specializes in unlocking capital for small to medium...

    7.4 Hours Later
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    Nejc |Group Corporate Banking Process Manager

    Hello, I'm a process & project manager with 12+ years experience in commercial banking. Last 3 years...

    7.5 Hours Later
+18 Other Responses
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