Our Story
We're a marketing and management consultancy team specialising in the delivery of Transaction Services advisory and execution. Founded by a senior leader of the world's Best Cash Management Bank, our deep understanding in transaction banking leads to more focus on outcomes... and reduced time to impact.
Our consultancy spans end to end Transaction Services, including payments and cash management, supply chain finance and corporate connectivity.
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Let us re-imagine the physics of your Transaction Services value proposition today.
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What We Do
And What Sets Us Apart
We work with Banks and Fintechs across the world to identify new pathways for growth in the Transaction Services space. We help you to identify new opportunities to engage with and serve your business clients, at the same time working alongside you to power the required transformations. With over 30 years experience in this space with leading service providers across 7 countries and 3 regions, we are ready to take your customer and product value propositions to the next level.
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Sales and Marketing Transformation
Management Disciplines, Organisational Enablers, Frontline Behaviours and Digital B2B Selling Capabilities
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Organisational Design
Target Operating Models, Platform Operating Models and Agile Ways of Working
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Strategic Reviews
Building a case for change across Payments and Cash Management, and Supply Chain Finance Businesses
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B2B Marketing and Comms
Brand Strategy, Communications, Thought Leadership and Awards Management
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Product Commercialisation
Product Campaigns, Sales Enablement and Product Marketing
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Solution Innovation
Voice Programmes, Human Centred Design and Customer Journey Management
Our Team
Who We Are
Iain Taylor
Founder and Managing Consultant
Iain has 30 years of transaction banking, marketing and strategic planning experience spanning country leadership, regional market development and global COO and CMO roles for some of the world's most innovative transaction banks. He is an experienced design-thinker using his creative skills and deep understanding of cash management and supply chain finance to deliver market-leading solutions and experiences for clients. Iain is based in New Zealand, but works across numerous time zones.
Our Clients
Some Recent Collaborations
GLOBAL BANK
Wide-ranging Thought Leadership Content Production covering Cash and Liquidity Management, Digital Assets, Compliance and Corporate Connectivity
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Undisclosed Engagement
NZ PAYTECH
Advisory on Open Banking Product Commercialisation and Go-to-Market Strategy and Execution
Strength of the consultancy has led to a seat on Qippay's Advisory Board
ASEAN BANK
Production of B2B Marketing Assets, Market Entry Discovery work and Ongoing Awards Management for the Global Transaction Banking Business
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Undisclosed Engagement
NZ BANK
Formulation of Business Banking API Strategy & New Payments Operating Model
Delivery of Business Bank Brand Attribute Research
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Undisclosed Engagement
NZ FINTECH
Platform Bank Licence Application and Ongoing Project Management
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Undisclosed Engagement
Testimonials
What Clients And Partners Are Saying
It is rare to engage a banker such as Iain who is both right and left brained, creative and process oriented. Also thoughtful, detail oriented and gets the big picture.
Head of Institutional Banking,
ASEAN Bank
Red Matter were the obvious choice when we were looking for help to formalise a strategy in the Business Banking API space.
Transaction Banking Executive,
NZ Bank
Iain is both a seasoned international banker and a global B2B marketer. It is his ability to operate at the intersection of both that is such a valuable asset to the banks and fintechs that engage him.
Owner, Global Treasury and Transaction Services Publication
It is great to work with someone that is as bought into our direction and success as Iain is. His energy and passion are very clear in the quality of work he produces for our business.
Head of Transaction Banking Marketing, Global Bank
Insights and News
With transaction banking consulting services designed for immediate impact, we are not shy of sharing some of the best practice and insights we have been able to develop over time as we blaze a path
for our clients.
Design Thinking As A Core Part Of Any Strategic Review
Don't repeat the same mistakes of your last strategic review. We're huge advocates of using the latest Design Thinking practices to frame and influence your new go-to-market strategy and customer value propositions. We employ Customer Journey Thinking, through an understanding of functional, emotional and social needs to ensure that your transaction services strategy meets client and partner expectations. We utilise our 4D approach (Discover, Define, Develop and Deliver) so that your strategy is not only fully executable, but aligns with a clear and compelling North Star for your business.
Contact us now to hear how we can help you with developing a new Strategy for your Transaction Services business.
Bank APIs: A Key Battleground
Attend any corporate treasurers conference these days and you'll hear bankers talking up the future benefits of smart contracts, distributed ledger technologies and generative AI. But probably the most transformational change already taking place in how companies manage banking services is the adoption of APIs. The commercialisation of APIs is a great way for transaction service providers to differentiate themselves - testing the mettle of every corporate banking sales team and marketing department.
Contact us now to find out how we can help you design and deliver an API catalogue for your transaction banking services.
NZ Business Bank Brand Attributes
Check out our nationwide client voice program with East & Partners to assess how New Zealand wholesale and business banks are being viewed by corporates, mid-market and small to medium sized enterprises. The study involved interviewing business owners, treasurers, finance managers, CFOs and CEOs across 615 NZ companies, from diverse industries.
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Contact us now to find out more about the client voice study.
Connect With Us
Want to work with us?
We'd love to hear from you.
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To book a free strategy session, simply send us a quick email and we'll be in touch.
We'll start with a quick phone or video call to see what you need, and then arrange a meeting to discuss your challenges in more detail.
The first meeting is free and we are confident you will walk away with at least one actionable idea that will help your business.
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New Zealand Office: PO Box 82, Kumeu, Auckland 0841, New Zealand
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