SERVICES

Valkyrie Drives Client Success through both vertical markets, and in cross-market solutions.

In vertical markets we deliver in a range of areas including: Board and executive strategy and facilitation, Market Entry Strategy, product design/develop/launch, re-engineering for profitability and market share, RFI/RFP and vendor selection and implementation.

FINANCIAL SERVICES: EMERGING MARKETS

  • Emerging Markets (products and regions).
  • Traditional and Alternative Financial Services: Payments.
  • Cards (credit, debit, prepaid, private label, RAN, etc), Block Chain and Distributed Ledger.
  • Insurance (health, P&C, life, auto, workers comp, re-insurance).

STRATEGY

  • Business and technology strategy planning and execution.
  • Innovation certification training (IAOIP.org CIP).
  • Board and executive team facilitated sessions.
  • Serve as interim CEO, COO, CFO, CMO, CIO for businesses at all stages.

M&A

  • Business model and market trend validation.
  • Operational due diligence: Technology and systems validation.
  • Integration planning and execution; Media strategy and resourcing.
  • Investor messaging and investor relations.

CYBER SECURITY

  • Strategy
  • Insurance
  • Board education, risk and compliance
  • Board and investor risk mitigation
  • Risk scoping
  • Tools and strategies for communications particularly with information sharing groups (US and international), law enforcement, regulators and insurers.

BSA/AML COMPLIANCE

  • Examination strategy and preparation.
  • Tools to capture and present an integrated view of the overall threat matrix.
  • Tools to communicate with examiners, Board and insurers.
  • Vendor evaluation, selection and implementation.

START UPS

  • Market trends and growth.
  • Business plan.
  • Financial modeling.
  • Investor messaging.
  • Marketing and distribution plans and partners.
  • Go to market strategy.
  • Connection with funders for firms at all stages.
  • PE, VC, EB5

PRAGMATIC INNOVATION

  • Applying true measurable and executable innovation to drive real value to employee and customer experience, profitability.
  • Create and drive true innovation to deliver material benefit to client organizations, their markets, and the world we live in.

BENEFITS, HEALTHCARE, INCENTIVES

  • Studies show that employees/benefit recipients respond well to rewards/incentives and gamification.
  • These types of programs spur faster adoption of targeted action.
  • These are most often fueled by payments/points programs, sitting on FinTech platforms.
  • We’ve worked with clients in gamification, trackers, phone apps, prepaid cards, virtual coaches…to dramatically increase engagement and reduce costs.

EXPERT WITNESS AND INVESTIGATION SUPPORT

  • The financial services and payments industries are encountering an increasing litigation.
  • With the regulatory environment and its evolving state, this will grow.
  • Effective, successful legal action requires experts in FS business, regulatory changes, partners and 3rd party liabilities, common practice, and more.
  • Our Experts have leveraged deep experience, and much time with regulators, examiners, and auditors to consistently support success in client cases.