Financial Services
From Strategy to Planning…and Planning to Dynamic Execution
Our clients are able to unlock the breadth and depth of ROIG’s experience in Payments coupled with competency in executive-level leadership. From strategy and innovation to product delivery, from culture and change to operational effectiveness, ROIG helps clients tackle their greatest challenges with experience-driven, executable solutions

Strategy Development & Innovation
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Company R.O.I.G. Designation Assessment
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Strategic Assessment, Development, & Roadmapping
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Company Readiness Assessment
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Value Targeting
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Performance Analytics (industry, consumer, operating, financial)

Capability Building & Execution Playbooks
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Capability Assessment (people, process, technology)
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Gap Analysis
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Playbook & Execution Plan Development
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Build | Buy | Partner Assessment
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RFP Development
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Business Case Development
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Organizational Design

Operational Effectiveness
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Performance Analytics & Metrics that Matter
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Operational Finance Planning
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Systems & Technology
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Best Practice Identification (internal and external)
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Automation Opportunity Identification
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5 R’s of Performance Management (maturity model)

Product / Solution Delivery Management
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Opportunity Assessment (Market, Technology, Culture, Corporate Readiness)
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Strategy Alignment Review
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Data Analytics & Metrics
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Build | Buy | Partner
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Vendor Negotiation
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Go-To-Market Plan and Playbook

People & Change Management
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The 27 Laws of Managing Transformation
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Change Playbook Development
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Communications Strategy & Multi-Media Execution
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Change Readiness Assessments
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Gap Analysis & Change Journey
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Talent System Development & Maturation
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Culture Assessment & Development
Revive, Optimize, Incubate and Grow in Payments
Adding Payments as a Line of Business

Every Company is a Payments Company:
How to ensure FOMO doesn’t tank your ROI
October 18, 2021
An ROIG Group Publication
By Sheree Thornsberry & Shelly Schneekloth
The era of embedded finance is here. Accelerated by digitization shifts during COVID, non-financial businesses can now make complex payments and other financial services simply disappear into the background of the solution being offered to a customer. This gives virtually any brand or merchant the opportunity to add innovative financial services into their existing customer experiences. And the total addressable market is enormous. Embedded finance will top $7 trillion globally by 2030, twice the combined value of the world’s top 30 banks today. The embedded payment sector in the US is forecasted to become a $300 billion revenue opportunity.