Founder

Founded on three decades of experience in the banking software and services industry, a deep understanding of the FinTech landscape, and a passion for technological innovation. NewWave FinTech Consulting LLC offers unparalleled expertise in optimizing operations, adopting generative AI and ensuring successful technology implementations. We are your trusted partner in navigating the complexities of digital transformation.

Empowering banking software and service fintech companies and financial institutions to achieve operational excellence and competitive advantage through process optimization and innovative technology solutions.

» Operational Assessments

» Vendor Selection and Technology Implementation

» Post M&A Strategy

» Generative AI Prompting

» Fractional and Interim Senior Leadership

Operations Strategy Consultant

Advised senior leadership on pivotal post-M&A Operations and IT initiatives designed to reduce operational costs and achieve a cohesive customer experience. This positioned the organization to drive higher customer retention and to realize new sales opportunities.

» Improved operational efficiency by conducting strategic assessments, identifying areas for process optimization, tooling enhancement, and maximizing workforce potential.

» Drove a customer re-contracting strategy, spearheading pricing adjustments and campaign acceleration, which culminated in a remarkable 98% customer renewal rate.

» Identified and engaged vendors to optimize the current HubSpot implementation, delivered comprehensive proposals for consolidating multiple business units into a unified instance forecast to result in 15 – 20% cost reduction and greater operational efficiency.

Managing Director

Orchestrated 11 customer-facing business units encompassing over 120 associates, delivering exceptional service to 1,300+ customers, and executing 190+ annual implementations. Promoted educational growth, facilitated career advancements, enhancing team capabilities. Established and managed budgets navigated P&L results and implemented various sales cycle improvements.

» Achieved a $3M year-over-year growth in operating income by optimizing processes, slashing expenses by 7%, and generating an additional $550K in revenue through increased implementation velocity and expanded professional services offerings.

» Drove significant cost savings exceeding $750K by optimizing headcount and benefits-related expenses, contributing to impressive organic revenue growth of over $4M to overall business success.

» Transformed implementation processes by realigning staff, targeted mentorship, formulating a comprehensive implementation planning guide, aligning customer expectations, and catalyzing collaboration between implementation and development teams. Achieved notable outcomes, including a 25-30% reduction in project duration, boosted recurring maintenance revenue, and improved budgeting accuracy.