Services

Our Approach

VenturePay employs an independent yet interactive work style. We recognize that our best work products result from a successful combination of our experience and our client’s experience in their business. We also recognize that their time to interact with us is limited. Our services are designed to streamline the process and free up management time for other business building tasks.

For each assignment, we assemble an appropriate team of broadly and deeply experienced, senior-level practitioners who both understand the unique needs of the client situation and have substantial technical depth in all of the related disciplines.


Strategic and Business Planning

VenturePay employs the strategic planning process described below to each strategy and business planning assignment. Depending on the specific needs and timing, we may focus solely on strategy creation or complete the entire strategic planning process.

Our clients come to us for assistance with a wide variety of strategy and business planning needs, including:
  • Market Opportunity Analysis and Sizing
  • Business Case Development
  • Pricing Strategies and Recommendations
  • Marketing Investment Decisions
  • Integrated Marketing Strategies

Strategy Diagram


Financial Analysis, Modeling and Measurement

Nearly every business decision is enhanced by careful analysis of available data, modeling potential outcomes, and measuring the impact of the final decision. As a result, financial analysis and modeling lie at the heart of most VenturePay projects. VenturePay combines investment banking modeling capability with experienced financial services marketer sensibility to develop tools and models that are both respected by finance and understood by marketers. We speak the language of finance and marketing, and apply our disciplined analytical approach to help our clients define their questions, determine what data needs to be analyzed, analyze it and tell the story.

Our work is focused in the following areas:
  • Business Case Development (financial modeling and scenario development)
  • Pricing Model Development
  • Marketing Return on Investment (MROI) Measurement
  • Market Share and Trend Analysis
  • Finance and Marketing Calculators/Tool Development
  • “Value” Definition and Quantification

Compensation and HR Strategy

VenturePay consultants start with business strategy to develop custom compensation solutions for each client. We offer a unique blend of compensation and human resource consulting services to financial services, technology and business services firms. Our senior-level consultants draw from decades of strategic planning and compensation consulting experience to cover the full range of board, executive and employee pay issues. Our extensive work for new ventures, private equity organizations and Fortune 500 companies gives us the ability to handle the most challenging and complex assignments.

Our services include:
  • Compensation Benchmarking
  • Total Rewards Strategy
  • Long-term Incentive Plan Design
  • Performance Management and Assessment
  • Valuation
  • Staff Planning
  • Custom Surveys
  • Pro-forma Financial Analysis
  • Compensation Tax Planning
  • Executive and Board Compensation
  • Sales and Incentive Plan Design
  • Compensation Technology Review and Specification
  • Human Resources Strategy
  • Non-qualified Plan Design

Marketing Communications

We are not an advertising agency, but we do help our clients successfully communicate both internally and externally in the U.S. and overseas. We’re not designers, but we do communicate within established brand guidelines – graphs, charts, text, and speaker notes. We research and develop the content and create market-ready presentations.

Specifically we’ve created the following types of presentations and documents:
  • Internal Executive Presentations
  • Board Presentations
  • Client Presentations
  • Communications Plan Presentations
  • Marketing Strategy Presentations (for U.S. and international markets)

Acquisition, Underwriting, Portfolio Management, Customer Loyalty

We provide advisory services both in the U.S. and to issuers around the world in business card acquisition, underwriting and portfolio management. We advise issuing banks on profitable portfolio growth, and complete industry assessments of best practices for business card targeting and prospecting strategies, channel management, credit approval policies, and loyalty marketing strategies. We also assist with the development of training modules, advise issuers in new product launches, and assist in all areas of underwriting and marketing for Visa Business credit cards.

Specific focus areas include:
  • Acquisition Marketing and Underwriting
  • Credit Risk Management, Controls, and Fraud Prevention
  • Underwriting Models and Policy Development
  • Application Processing and Automation
  • Collections, Recovery, and Loyalty Marketing

Operations

VenturePay consultants help our clients with strategy as well as process by focusing on operational efficiency and effectiveness. We work side-by-side with our clients to combine insights and deliver the best possible solutions. We help solve complex operational issues by blending deep industry and functional knowledge with a mix of process, organization and technology know-how. Innovative thinking, efficient implementation, and measurable results are core to the VenturePay delivery model.

Our clients come to us for assistance with a wide variety of operational strategy development and management assignments, including:
  • Operations Model Definition, Design and Alignment
  • Operations Financial Modeling and Forecasting
  • Operations Improvement and Efficiency Re-Engineering
  • Global Business Integration Management
  • New Business Requirements Definition & Documentation
  • Operational Procurement (RFI/RFP) Process Management
  • Customer Care Center Strategy Development
  • Outsourcing Strategy and Implementation
  • CRM and Universal Front-End Design
  • Competitive Market Benchmarking
  • Technology Platform Management Solutions

Product Development and Innovation

VenturePay consultants help our clients drive growth, shareholder value, and competitive advantage in today’s global economy by assisting them with new product development and innovation strategies. Our tenured product development consultants assist our clients with every step of the innovation process including:

  • “Visioning” and New Product Ideation
  • Concept Analysis & Screening
  • Business Requirements Definition
  • Gap & Situation Analysis
  • Competitive Benchmarking
  • Strategic Roadmapping
  • Organizational Alignment
  • Project Plan Management & Development
  • Product Launch Strategies
  • Post Launch Review & Analysis