Digital banking and fintech advisory
Top-tier strategic advice and executive talent in a scalable model for banks, investors, and fintechs.
Good help is hard to find. The world’s largest banks and investors have access to networks of top advisors and executives. For everyone else, finding the right expertise can be challenging.
Our team has led technology strategy, innovation, partnerships, and corporate development at major financial institutions. We’ve also served clients on four continents.
As a fractional part of your team, we push boundaries, challenge assumptions, and help you explore your most important What If scenarios to drive better decisions.
Reach Out
info@presidiostrat.com
+1 415.340.2973
San Francisco, CA
Services
Financial Institutions
As a fractional extension of your team, we’re able to partner with you at an approachable cost with outsized results. We drive outcomes and deliver value to ensure impact is felt across the organization.
Digital transformation for retail and commercial banking product, business, and technology organizations
Fintech partnerships operating model, strategy, and execution
Technology strategy, innovation , and partnerships design
Corporate development, corporate venture capital, and strategic investment advisory
Ongoing advice ranging from a retainer-based extension of the leadership team to fractional executive assignments
Fintechs
Go-to-market strategy and growth effectiveness for banks and FIs
Executive advisory and sprint strategy programs
Value creation and ecosystem engagment
Short to medium term fractional executive placement
Investors
Sprint strategy projects for portfolio company executive teams
Pre-deal ecosystem engagement, monitoring, and intelligence
Global fintech and bank network connectivity and value creation
*Services offered for illustrative purposes only. Presidio Strategies is a privately held California limited liability company. Presidio Strategies provides advisory services and is not a broker-dealer nor does it represent any financial advice or guidance.
About Us
With a deep background in driving growth, digital innovation, and creating value between global financial services firms and technology providers, Presidio Strategies delivers impact at scale for teams looking to act resourcefully and drive real, meaningful outcomes. Approaching engagements as a fractional member of your team, we’re here to work alongside you, challenge assumptions, and partner to solve the big challenges you’re facing in the rapidly changing landscape.
Prior operating and advisory experience that spans the globe: as a Partner at Oliver Wyman advising financial institutions and tech firms on digital transformation, innovation, and product value creation, executive experience at JPMorgan Chase in fintech strategy, corporate development, and tech strategy roles for Commercial Banking and Chase Digital, and at the Ping An Group driving US corporate venture capital and mainland China market access strategies for U.S. enterprise technology firms.
Let’s Chat
Get started below or email info@presidostrat.com to explore your scenario and how we can help.