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For an international Financial Services organization, we evaluated their Online Banking, Mobile Banking and Payments capabilities from a product and services perspective, and provided the entry Market Positioning Statement for the US market. Subsequently, we completed a review of their Online Banking product’s pricing within their specific market, considering competitive alternatives and their customers’ and prospects’ ability to pursue in-house development. Our review included recommendations on how they could improve their product and maintain current profitability.

After a comprehensive assessment of the growth plans for a relative newcomer to the biller-direct payments arena, we provided a detailed set of priority recommendations to pursue additive and alternative strategies and tactics for the company to achieve its aggressive five-year vision.

For a US-based mobile Payments company, we analyzed and defined the market opportunity to utilize a broader distribution model in the go-to-market strategy. We provided recommendations for targeted business development efforts, based on a review of a large number of Financial Services institutions and solutions providers and their relevant size, strategy , market position, geographic distribution and client base.

We helped a vendor with an new product segment the market for maximum return, create a complete sales and marketing strategy, offering definition and collateral pack, and we undertook business development exercises with them.

We were engaged by a vendor in the credit union industry to assist in defining the likely future for Internet Banking over a 5 year horizon. Our involvement included describing what the future may look like, developing business-level user interface prototypes to demonstrate to and engage with executives, and setting up the partnerships to begin this journey.

Software quality begins life when the requirements are defined, and ends when a test phase shows no defects. To achieve this for a client, we created a set of Quality Assurance Test Scripts that are friendly enough to use during the sales cycle to describe product functionality, and detailed enough to use in User Acceptance Testing.

A client required oversight of the development of their business requirements for a new national consumer financial services product.  Mindful Insights was chosen to bring industry awareness and knowledge of best practices to augment the skills of the in-house team on the project.

We evaluated NACHA’s B2B payment strategy and four specific e-payment initiatives’ (Biz, Biller Directory, EBIDS and Secure Vault Payments) impact on B2B market participants, including adoption rates, barriers to entry, resource availability and risk management considerations. We created and undertook a market survey, managed several focus groups and developed a model to assess demand for each payment type initiative among B2B market participants.

We helped this client understand their requirements through workshops and interviews, and select their tool of choice for Project and Portfolio Management. With over 150 Project Managers and 1,000 staff entering information into the tool, this project will provide significant value once implemented.

A client required a detailed specification for their PMO Reporting and Executive Dashboard functionality. We gathered requirements, wrote and gained approval for a business specification, and partnered with a BI software development  organization to deliver the solution.

For international financial services concern, evaluated the firm’s electronic bill payment and clearing house payment processing capabilities and developed US go-to-market strategy.  Provided business development services to  enter the US market.

For an international Personal Financial Management solution provider, we analyzed the potential of leveraging consumer data across dimensions such as enhanced customer services, cross- and up-selling of products, targeted marketing, data provision to other firms, and affiliate marketing programs.

Our client had an urgent need to extend their existing frameworks with a Trial Deposit application. We held several requirements workshops, designed and developed the application and deployed it into the client’s test environment, on time and budget. This was all completed using the client’s Agile approach, heavily influenced by the Mindful Insights documentation templates and project management skills.

A mobile payments start-up required assistance in developing their business model to target appropriate customer segments. We helped them understand their market, produce a Go-To Market strategy and guided their business development initiatives.