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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.
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Recent Securities Brokers & Traders Inquiries

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Leadership Development In Financial Services

Dear experts, 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 are an authorized zintro partner. For a current study on leadership development best practices in the financial services / professional services sector, we are seeking to speak with experts who could help us gain insight into leadership development shared learnings and established best practices. We are focused on mid-level leaders and are trying to answer the following short questions: 1. What capabilities are in most need; what topics or themes are companies prioritizing? 2: for face to face development, what are companies doing to design programs differently/ more innovatively (i.E., beyond powerpoint and flip chart discussions)? 3: how do senior level leaders interact with and support in mid-level leadership development? - priority question 4: what is their average spend? 5: how are they measuring the effectiveness of leadership programs? How showing roi? Key metrics for success. 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 seeking to talk to experts with mid-level leadership experience at one or more of the following companies: goldman sachs (highest priority), ubs, ibm, citigroup, accenture. Other similar, might also apply. We are scheduling 45-60 minute discussions with experts urgently before tuesday, august 18th next week, including the weekend, and are happy to offer a flexible usd 250 compensation for each interview. Please note that we are handling the standard zintro fee separately, hence the expert is not involved in paying this. If you kindly let me know your contact details (email and phone/skype), i could provide more specifics on the study and standard process. We would welcome any referrals to other relevant experts as well. Best regards, lou

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    Frank |Construction Management, Engineering, Co

    I can help you with your inquiry. Let me know next steps. Thx....

    4.5 Hours Later
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    Joop |mr

    Dear Lou, Your inquiry interests me. I have over a period of ten years bene involved in leadership ...

    4.6 Hours Later
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    Don |Principal, Leadership Development

    I am interested in contributing to this project. I have many years experience both in leadership dev...

    4.9 Hours Later
+21 Other Responses
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Banking & Financial Services

Country: usa industry: banking, financial consultant (e.G. Financial advisor, investment consultant, wealth management credit card companies brokerage firm (e.G. Stock, trading, bonds) professional designations: executive (cio, coo, ciso, cpo, cro) director, president, vice president, senior manager mid-level management, supervisor/lower level management (e.G. Privacy officer, product line manager, compliance and privacy manager, security and privacy analyst, office manager, etc.) company size: small/medium (i.E.,less than 100 employees or 100 – 999 employees) large (i.E., 1000 or more employees) large (i.E., 1000 or more employees) purpose: research study - discussion for about 30 min.

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    Jonathan |President & CEO

    Happy to avail you of my 20+ years in the payments area, however it's not clear what area(s) of the ...

    41 Minutes Later
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    Brad |Consulting Partner

    I am interested in participating. I have over 20 years experience in the credit card industry as we...

    1.9 Hours Later
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    Eric |Owner

    It's unclear to me what you're looking for,, a 30-minutes discussion on the credit card industry? ...

    2.3 Hours Later
+29 Other Responses
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Institutional Financial Services

I am the founder and managing partner of eleven canterbury - 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 eleven canterbury, i spent 24 years in banking before retiring from the group managing board of ubs ag in october 2008. Eleven canterbury is looking to expand our senior advisor network. We are currently interested in active or retired executives with senior level experience in insurance, regional financial institutions and banker's banks. Typical profile of an advisor is an active or retired well-networked, industry-respected c-level executive with impeccable references 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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    Walter |Managing Director

    I am interested in discussing further the extend of knowledge that you are requesting. A quick telec...

    16 Minutes Later
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    Stephen |Chief Underwriting Officer

    Would be interested in a quick call to get more ***** see if this fit would be mutually ben...

    23 Minutes Later
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    Robert |Managing Partner

    My area of expertise is title insurance (real estate), escrow and closings. I do not think that you...

    34 Minutes Later
+36 Other Responses
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Contract Service Management - Europe

Contract service management - europe hello, we are looking for experts that can provide insights about contract service management in bfsi industry in europe / global. • understanding on key operating models (in-house, outsourcing, hybrid) practiced for contract management o what services are mainly outsourced in contract services management? O what challenges company possess in adopting in-house contract services management (specifically during peak season)? • best practices followed for contract service management in bfsi industry • key trend around contract services focusing on bfsi sector • detailed case study on 4-5 companies (from banking & financial services sector) stressing on following topics: o current operating model adopted by the firm o key challenges and benefits around current operating model o involvement level of outsourcing partner or external legal firms o services outsourced to the external partners • how is the industry moving towards automation (i.E. Implementation of tools such as clm, self-serve and docusign) in contract service management? We are looking for a phone or email consultation for a time period of 1 hour to discuss all points mentioned above. Kindly drop in a note with your cv/relevant experience in “contract service management”, if you are interested to proceed. Thanks thomas

    +undefined Other Responses
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    Financial Services Us

    Hi we provide procurement intelligence solution to some of the leading fortune 500 clients and manages spend of over usd 15 billion globally. Our recommendations have supported clients to drive procurement decisions effectively for over 300+ direct & indirect spend categories. We are working on a project on financial services/ insurance industry us the aim of the report is to completely understand the value chain and come up with strategy to gain the most by engaging with a resourceful player. Looking for information on management consulting billing rates in the us for financial services/insurance industry segmented by type of consulting, job roles and low cost, medium cost and high cost suppliers. 1)billing rates ranges (low, med, high) by resource type for : categories : business consulting, tax compliance, tax consulting, risk & regulatory consulting, hr consulting, marketing consulting, strategy consulting, and it consulting. Job roles : partner, associate partner/director, engagement manager/senior manager, manager/experienced senior, consultant/senior, analyst/staff geography focus : usa industry focus : financial services/insurance thanks.

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      Ira |Consultant

      I have been a successful ***** compliance consultant for over 9 years ...

      2.6 Hours Later
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      Marlon |Founder

      My company provides consulting and advisory services in the financial services industry. I can provi...

      3.2 Hours Later
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      Francine |Legal and Insurance Regulatory Consultan

      I am a successful and resourceful legal and *****ultant. I am at 30+ Year licensed New Yo...

      3.8 Hours Later
    +14 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 |MD

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

      34 Minutes Later
    +30 Other Responses
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    Financial Services

    We are a market research company, silicon valley research group, in san jose, ca. We are publishing an industry report on mobile device deployment in the investment services workplace. We are seeking experts to be interviewed by phone and answer questions. 30 minute interview for $100 incentive. We are interested in the financial services industry response to byod and the guidelines for deployment on the trading floor and back office. Compare the major solutions: ios, android and windows 8 in terms of productivity, enterprise functionality and meeting security guidelines, and cost of ownership.

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      Patrick |Chairman/CEO

      I have considerable experience in financial services (all traded markets as well as some banking and...

      14 Minutes Later
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      William |Owner

      I will be happy to assist!...

      46 Minutes Later
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      Harold |Director/Vice Preisient

      currently I am digital leader for Ford Direct, and have current and past competency ***** this ...

      3.6 Hours Later
    +29 Other Responses
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    Public Relations To Financial Services

    I am the ceo of zintro. I am looking for an expert in pr for financial services industry. Specifically i am looking for ways to get the zintro message across to institutional investors, registered investment advisors, investment banks, family offices, hnw individuals, vcs, private equity firms, etc. Can be an independent or a firm. Qualified responses only, please

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      Theodore |Principal and Founder of Marketing Conso

      Hi Stuart. With RIA,s Family Office sand Correspondent Broker Dealers / Registered Reps, the best wa...

      24 Minutes Later
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      David |CEO, President

      Stuart -- I have a hard stop at 1:30 for another call. Could start earlier, if it works for you. O...

      50 Minutes Later
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      Sophia |Principal

      With all due respect, you need a compelling ***** market to the capital markets. If what ...

      2.8 Hours Later
    +16 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.

      +undefined Other Responses
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      Financial Service Outsourcing

      Title: outsourcing destination- nearshore/offshore for outsourcing of financial, customer & publishing services- france based companies industry focus: information & publishing industry geographic focus: global key questions:  to understand how french companies and french subsidiaries are sourcing financial, customer & publishing services. (either nearshore/offshore)  success and failure stories of french companies and subsidiaries while sourcing these services. (peer group- factset research system inc, thomson reuters (legal) inc. Key words: outsourcing, offshore, nearshore

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        Stephen |Managing Partner

        Hi! I may be able to assist you here, but only in the subset of Financial Services IT Outsourcing, ...

        42 Minutes Later
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        Artur |European Tax Manager

        Happy to help in the area of financial services. It may be useful that I can speak French....

        2.6 Hours Later
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        Shyam |VP of Finance

        I have deep expertise with Financial services outsourcing and can assist...

        2.3 Days Later
      +8 Other Responses
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      Temporary Staffing Services Market

      Project: market analysis of temporary staffing services and market-apac geography: apac (australia, hong kong, singapore, japan, korea, india and malaysia) client: multinational banking and financial services company key deliverables: apac countries in focus: australia, hong kong, singapore, japan, korea, india and malaysia market study of temporary staffing service industry---country-wise o market size o market structure o key players (global & regional) o market trends (including m&as and regulatory environments and upcoming changes) o cost structure o mark-ups o pricing models o engagement models o slas o kpis country analysis o labor demand and supply analysis o wage comparison o key trends competitive intelligence o to understand how peers work (other key financial and multinational banking institutions) in temporary staffing category for apac region. Case study analysis for the following client focus areas o competitive intelligence o best practices – sourcing, contract terms and msp engagement models o case studies of various msp engagement models looking for experts in: apac, australia, hong kong, singapore, japan, korea, india and malaysia, temporary staffing services, temporary staffing market, multinational banking and financial services company, temporary labor market size, temporary labor market structure, key temporary labor players (global & regional), temporary labor market trends (including m&as and regulatory environments and upcoming changes), temporary labor cost structure, temporary labor mark-ups, temporary labor pricing models, temporary labor engagement models, slas, kpis, country analysis, temporary labor demand and supply analysis, temporary labor wage comparison, temporary labor key trends, competitive intelligence, case studies competitive intelligence, temporary labor best practices – sourcing, contract terms, msp engagement models, case studies of various msp engagement models, sourcing specialist, temporary labor

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        Tarun |Partner

        Hi. I delivered a very similar expertise for Beroe on number of markets within APAC. Can assist you...

        1.1 Hours Later
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        Simona |Financial Manager/Business Consultant

        Hi,Ican help....

        1.2 Hours Later
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        Sara |Int'l HR Expert/Author

        Hi, I can assist; I will also be in Malaysia on 8th December attending the HRDF CONFERENCE & EXHIBI...

        1.8 Hours Later
      +23 Other Responses
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      Business To Consumer Financial Services Industry

      We are looking to recruit experts for in-depth interviews with experienced professionals in the financial services industry. The geography we are focusing on includes south africa, norway, and denmark – 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. Designations might include: 1. Head of credit risk 2. Managing executive for credit and risk 3. Vice president for credit risk – professionals must have work experience in at least 2 or more of the following industries: 1. Financial services (commercial banking, consumer finance, leasing, credit cards, micro lending / finance, retail banking, short term lending) 2. Utilities (e.G.: companies for payment of power and water bills etc.) 3. Insurance 4. Telecom (post-paid) 5. Retail – professionals should have worked with smaller, i.E. Tier 2 and tier 3 companies (companies with 250-1,000 full-time employees) across a range of (the above-mentioned) industries; or must have helped different business (across industries) in making these decisions the interviews will be 45-60 minutes long and will be conducted in english

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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...

        3.9 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...

        4.3 Hours Later
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        leigh |Partner RCalc

        Hi I have over 20 years risk modeling experience in B2C and B2B lending activity. my firms website ...

        23 Hours Later
      +4 Other Responses
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