Why work with us

We are creative

We come with a very clear understanding and opinion on the Future of Finance, nobody else does

We draw from a wide range of resources around the world

We are fun to work with

We already run the best award- winning events in the industry, complete with great programmes, great locations, great experience

Our principals are some of the smartest people in the industry your CEO and board members will enjoy interacting with

We always put your best interest first in the way we do business

No two program are the same, every program is tailored to your institution

Our methodology

  1. Talk to our senior client relationship managers on what you would like to achieve with your senior managers:
    • Board or Management Strategic Offsites
    • Our Digital Journey Strategy Formulation and Benchmarking Workshop
    • The Future of Finance Bootcamp
    • Digital or Investor Audit Report
    Or any variation of activities above.
  2. We will revert to you with a proposal containing:
    • Our understanding of who your organisation is and what you need to achieve
    • Specific business goals (KPIs) that we can or should achieve in this programme
    • The content, methodology and ground to be covered in the proposed programme
    • The actual deliverable
    • The investment
    The Proposal will be modified until we both agree with the final deliverables.
  3. Upon agreement of the proposal and a down payment, we commence the preparation work, which includes:
    • Tailoring our content to suit your organisation. We will dive deep into your country, your competitors, your specific situations and work that into our delivery and discussions.
    • Doing an audit of what your organisation has or does not have in making the digital journey
    • Discussing and rehearsing the format, content, presentation and activities with the sponsor within your organisation to make sure that the agreed business goals (KPIs) are met.
  4. We run the programme. For multiday programmes, there will be a daily feedback and review session with the sponsor.
  5. After the programme is completed, we visit with the sponsor to do a final review and present a Completion Report, that will contain a record of all the our observations.