Create Optimal Group

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consulting


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Financial Services | Growth VentureS | FINTECH
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AcquisitionS 
| FINANCE | BUSINESS DEVELOPMENT | MARKET ENTRY & EXITS
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Previous projects and focus areas:
Strategy and execution:
  • ​Market sizing and key opportunities, insurance: Nigeria.
  • Management and sales incentives and structures, multinational matrix organisation.
  • Industry analysis and key player, fintech: robo advisory.
  • Online marketing solution, boutique legal practice. ​​

​Financial Services:
  • Subject matter expert consulting: banking profitability and funds-transfer-pricing.
  • Banking operating model design (centralisation vs. decentralisation).
  • Payments: the challenges small businesses face.​
​​Finance:
  • ​Equity finance: Strategic investor, fintech.
  • Corporate finance: identify potential take-over targets, UK investment firm.
  • Finance department redesign: Improved reporting and board packs, fintech.
  • Financial planning: cash flows and burn rate analysis, fintech
  • Business plans for new products, fintech: lending.​​

​​Business Development
  • ​Strategic account management.​​
Contact us: info@createoptimal.com
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