OUR STORY
We're a management consultancy team specialising in the delivery of Transaction Banking (TXB) advisory. Founded by a senior leader of the world's Best Cash Management Bank, our deep understanding of transaction banking and digital solutions leads to more focus on outcomes...and reduced time to impact.
Our consultancy spans end to end Transaction Banking, including payments and cash management, documentary trade and supply chain finance.
​
Let us re-imagine the physics of your Transaction Banking value proposition today.
​
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 transformation(s). With over 25 years experience in the Transaction Banking space with leading transaction service providers across 7 countries and 3 regions, our team of specialists are ready to take your transaction banking value proposition to the next level.
COVERAGE
MANAGEMENT
Transaction Banking Culture Change, Stakeholder Management, Frontline Learning and Development
ORGANISATIONAL
DESIGN
Target Operating Models, Platform Operating Models and Agile Ways of Working
E2E STRATEGIC
REVIEW
Building a case for change across Payments and Cash Management, Documentary Trade and Supply Chain Finance Businesses
SALES PRACTICE
MANAGEMENT
Management Disciplines, Organisational Enablers, Frontline Behaviours and Digital B2B Selling Capabilities
SOLUTION
INNOVATION
Client Voice Programmes, Human Centred Design and Customer Journey Management
PRODUCT
COMMERCIALISATION
Pilot Management, Launch, Product Campaigns, Sales Enablement and Content Marketing
OUR TEAM
Who We Are
IAIN TAYLOR
Founder and Managing Consultant
Iain has 25 years of transaction banking 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. In his spare time he manages a motorsport team, builds VR worlds and grinds in Fortnite. Iain is based in New Zealand, but works across numerous time zones.
OUR CLIENTS
Key Strategic Collaborations
ASEAN BANK
Transaction Banking
Product Commercialisation
NZ FINTECH
Marketing and
Communications Strategy
NZ BANK
API Strategy and
Payments Operating Model
TESTIMONIALS
What People 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, Treasury and Transaction Services Publication
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.
B2B TIPPING POINT: A NEW NORMAL IN SALES DURINGÂ COVID-19
The pandemic has transformed how B2B buyers purchase solutions and services. Sales organisations need to adapt to the 'new normal'. What are some of the key trends to consider in your sales practice? How can you differentiate your sales effort? What are the common pitfalls to avoid? We have taken a close look at some recent research from a selection of thought leaders in this space and have come up with practical tips to help you navigate the new normal, win more and stress less.
Contact us to hear how we can help you with adapting to the 'new normal' for B2B sales.
BANK APIS: THE NEW BATTLEGROUND
Attend any corporate treasurers conference these days (even if virtually!) and you'll hear bankers talking up the future benefits of smart contracts, distributed ledger technologies and robotic process automation. 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 to find out how we can help you design and deliver an API catalogue across your transaction banking services.
NZ BUSINESS BANK BRAND ATTRIBUTES
We were recently involved in a 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.
​
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.
​
To book a free strategy session, simply complete and submit the contact form below 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.
​
New Zealand Office: PO Box 82, Kumeu, Auckland 0841, New Zealand
​
