WORK
WITH US

From initial strategy through final execution, we help financial institutions and consumer brands build valuable loyalty partnerships. Whatever your partnership goals—big or small—we bring the expertise and hands-on guidance to help you achieve them.

OUR
SERVICES

Our comprehensive suite of services combines strategic vision with careful attention to detail, guiding you through every stage of your partnership strategy—from identifying opportunities and advising financial models to negotiating terms and ensuring compliance.

  • We help you secure partnerships that drive measurable business growth and customer value. By identifying the right opportunities and structuring deals that benefit both sides, we increase your chances of partnership success. Our strategic guidance helps you stand out to potential partners and create compelling value propositions that get deals done.

    Services may include:

    • Strategic roadmaps

    • Partner selection

    • Value proposition creation

    • Benchmarking & competitive assessments

    • Growth strategy

    • Deal economics/pricing advisement

    • Partnership approach/introduction/pitch

  • We guide you through complex partnership negotiations, from initial terms to final execution. Having worked on both sides, we know how to structure deals that create lasting value for brands and financial institutions alike. Our strategic guidance covers everything from business terms and marketing commitments to financial modeling and growth strategies—all designed to optimize customer engagement and position you for stronger, longer-lasting partnerships.

    Services may include: 

    • Co-Brand & loyalty program negotiation

    • New partnership negotiation

    • RFP & renewal process

  • We help you design and optimize loyalty programs that strengthen customer relationships and drive business value. Our guidance ensures your program stands out, drives meaningful customer behavior, and delivers measurable results. Whether you're launching a new program or optimizing an existing one, we help you drive customer engagement and increase your return on investment.

    Services may include: 

    • Formation and launch planning

    • In-depth assessment/diagnostic

    • Value proposition creation

    • Marketing strategy

  • Our deep understanding of financial institution requirements helps fast-track your path to successful partnerships. We create detailed compliance roadmaps that outline exactly what documentation and infrastructure you'll need—particularly crucial if you're new to working with major financial institutions. By identifying and addressing potential compliance issues early, we help you avoid the pitfalls that often derail promising partnerships, ensuring a smooth, seamless launch.

    Services may include: 

    • Integration roadmaps

    • Policy creation & review

    • Fast track for seamless integrations

  • We help you build compelling business cases that win approval and support better decision-making. Our robust financial models demonstrate clear value to stakeholders and identify key drivers of partnership success. Going beyond basic financial projections, we help clients understand the true value drivers of potential partnerships and build compelling cases for their proposals. With our analysis, you'll negotiate from a position of strength and structure deals that deliver better returns. Drawing from our experience at top financial institutions, we advise on modeling strategy and help identify the metrics and insights that decision-makers need to see.

    Services may include: 

    • Deal economics & value assessment

    • P&L diagnostic

    • Alternate scenario development & analysis

    • Ad hoc modeling

    • Investment optimization

Get in touch

”Kelly is a seasoned and experienced payments leader. With a wealth of expertise in partnership management, loyalty strategy, and negotiation, Kelly delivers exceptional results with meaningful business impact. I would highly recommend Kelly's services to anyone.”

Jonathan Rossman, Head of Co-Brand Credit Card, Booking.com

"Andy brings extensive expertise in developing and analyzing financial scenarios under various macroeconomic conditions.  His deep understanding of the interplay between capital, net income, and risk made him a critical asset in American Express' capital planning efforts, resulting in the Federal Reserve’s approval of the company’s capital plan every year during his tenure. Andy drove the use of advanced analytics and machine learning techniques in building robust stress testing and credit loss capabilities, which were foundational to sound risk management and capital planning strategies."

–Tatyana Gershkovich, Former CFO of Risk Finance at American Express