We retained Tony and his team to diligence a potential bank investment and to explore the co-brand credit card market; throughout both engagements, he could readily adapt and add value given our rapidly evolving business needs. Tony is one of the rare advisors who not only brings subject matter expertise and insightful analysis to the evaluation of difficult business decisions, but he also always ties recommendations back to our broader strategic objectives. He is a star in the quickly changing world of banking and payments!

We are living through a period of transformative change in business credit markets. We needed someone to help us interpret our voice of the customer data and create consensus regarding the decision to buy, build, or partner, as well as create a go-to-market strategy. Tony and his team were laser-focused on our desired outcomes and delivered value beyond what we could have achieved without their help.

Tony led a project at our bank to strategically assess the future of our ATM channel. Tony’s depth of industry knowledge allowed him to provide great insight and direction. The framework he used allowed him to assess the details of the topic, while presenting his conclusions in a simple “easy to digest” format. In the process, he helped shift the debate away from transactions and instead focused on our customers, customer value and channel economics. The project provided real strategic value for the bank that we often reference.

I am extremely grateful for Tony’s help with selecting our prepaid processing platform. Banking & Payments Group’s expertise and guidance was invaluable in ensuring that our system is easy to use, secure and economically viable. The attention to detail and commitment to ensuring that our selection was the right fit was crucial. Banking & Payments Group saved us both significant capital and immeasurable time.

Our payments network contract negotiation contemplated including an interchange benchmarking provision. Unfortunately, in the complicated world of debit, we couldn’t agree upon how exactly this work should be done across networks and authentication types. Fortunately, Tony devised a clever approach to assess like-for-like transactions, combining in-depth expertise and analytical horsepower. The end result earned the buy-in of the bank and the network, and would produce significant financial value upon execution.