Example Client Services

The Canadian Consulate in New York engaged Percepta Partners to advise and assist in executing a successful Canadian FinTech trade mission. The goal was to build the awareness and reach of Canadian FinTech companies among global leaders of the FinTech sector based in New York City. We organized an invitation-only breakfast roundtable for senior Wall Street executives; worked with five leading Canadian FinTech companies to develop strategic partnerships; and arranged 20 robust meetings between leading Canadian FinTech companies and US executives interested in exploring strategic partnerships. All of the trade mission objectives were achieved.

One of the world’s major providers of pricing/reference data, real-time data feeds, and analytical tools hired Percepta Partners to develop a new growth strategy for one of its major analytical products.  The process, which involved direct contact with a broad range of fixed-income asset managers and broker-dealers, resulted in product and marketing refinements that drove new revenue.

A global supplier of Portfolio Management solutions hired Percepta Partners to help identify US-based growth opportunities for one of its products. Percepta Partners uncovered several new channels for the company to pursue, and identified three potential acquisitions.

Percepta Partners identified new growth opportunities for the financial industry utility that clears and settles all of the equity trades (and many of the fixed income trades) done in the US. Our focus was on finding potential acquisition targets. The work involved vetting and evaluating hundreds of companies to identify those which could help the company address its strategic goals.

A well-established Canadian FinTech solutions provider retained Percepta Partners to explore strategies for growing its business in the US, with particular focus on partnering with major US firms who have complementary capabilities. We identified and vetted potential partners, arranged meetings and oversaw strategic discussions.

A FinTech startup retained Percepta Partners for an extensive engagement that involved refining its business plan, developing a product development roadmap, assembling detailed marketing and product development budgets, and creating logos, taglines, presentations and brand positioning statements.

The leading legal information provider in the US retained Percepta Partners to evaluate its online and mobile product offerings. The engagement included detailed suggestions for improving online sell-through, as well as user interface improvements.

Comments are closed.