Insights

Thought leadership and practical guidance from experienced fintech operators.

Real-world insights on executive search, advisory, leadership development, and scaling fintech companies.

Why Most Membership Businesses Fail, and How to Build One That Lasts

Stop asking, “What benefit should we add next?” Start asking, “Where is the flywheel slowing down, and who owns fixing it?”

Credit and analytics

Is the wolf finally here?

You’re never going to regret having a recession plan in place. One thing about being in the lending business is that you’ll never be able to know if a potential customer will be impacted by economic factors.

Operations

Building a strong foundation for your financial services startup

Starting a company in the financial services space is an outstanding achievement, but it's easy to get lost in the complexity of raising capital and navigating stringent regulations while building your business.

Credit and analytics

What should my loss rate be?

To try to show that loss levels shouldn’t be a goal in themselves. They need to be seen as one input into a well understood integrated economic model of the business.

Coaching and Org Support

Strategic leadership in turbulent times

In this article, Kelly explores how organizations can leverage strategic leadership to navigate volatility.