Payments Advisor

Time to Value: 30–90 Days

Purpose:
The Payments Advisor engagement is designed for companies who want clarity, direction, and market-tested expertise without committing to a full-scale consulting project. It’s about sharpening your strategy and equipping your team with the confidence to move forward.

This service is ideal for you if you:

  • Want an outside expert to pressure-test your payments roadmap or vendor decisions.

  • Need independent guidance to evaluate opportunities like orchestration, embedded finance, or optimization.

  • Have capable internal teams but need a sounding board to ensure alignment with industry best practices.

  • Value recurring access to an expert who can translate complexity into clear next steps.

What’s Included:

  • Advisory Sessions: Monthly or quarterly strategy calls with leadership.

  • Targeted Workshops: Deep dives into areas like payment flows, vendor governance, or future-state roadmaps.

  • Executive Briefings: Clear, concise recommendations tailored to decision-makers.

Your Deliverable:
You gain an objective, seasoned payments strategist who helps you anticipate challenges, evaluate opportunities, and keep your strategy future-proofed — without unnecessary overhead.

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Payments Architect

Time to Value: 8–12 Weeks

Purpose:
The Payments Architect engagement is built for companies that need to solve a defined challenge or stand up a new payments capability. These projects are outcome-driven, tightly scoped, and designed to move from concept to execution in a matter of weeks.

This service is ideal for you if you:

  • Need expert leadership on a specific project, such as an RFP, vendor migration, or new product launch.

  • Want an actionable roadmap or operating model for embedded finance, orchestration, or optimization.

  • Require support to design processes or frameworks that your teams can execute on after engagement.

  • Seek measurable outcomes within a set timeline, not open-ended consulting.

What’s Included:

  • Project Scoping: Alignment on objectives, success criteria, and delivery milestones.

  • Execution & Delivery: End-to-end ownership of assessments, design, and solution development.

  • Working Sessions: Hands-on collaboration to align cross-functional teams and ensure adoption.

Your Deliverable:
You receive a complete, execution-ready solution — whether it’s a vendor shortlist, a launch roadmap, or an optimized payments process — built to accelerate progress and create measurable business impact.

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Executive Advisor

Time to Value: 6+ Months

Purpose:
This is the most comprehensive and transformative engagement, designed for organizations undertaking major payments initiatives or large-scale transformations. The Executive Payments Partner is a true extension of your leadership team, providing fractional executive-level expertise and full accountability for strategy and execution.

This service is ideal for you if you:

  • Need the impact of a senior payments executive without the cost or delay of a full-time hire.

  • Are managing multiple complex initiatives that require a single accountable leader.

  • Are undertaking enterprise-scale transformation across payments, fraud, or digital commerce.

  • Value continuous strategic counsel to ensure your payments ecosystem is competitive and future-proof.

What’s Included:

  • Fractional Leadership: Embedded into your leadership team, driving strategy, attending executive meetings, and aligning payments with enterprise goals.

  • End-to-End Project Ownership: Full accountability for vendor management, budget oversight, technical planning, and delivery.

  • Continuous Innovation & Counsel: Proactive monitoring of industry shifts with ongoing strategic recommendations.

Your Deliverable:
You gain a trusted partner and seasoned executive who ensures your payments ecosystem is optimized for growth, revenue, and resilience. With this engagement, you’ll see transformative, long-term results while freeing your team to focus on their core business priorities.

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