Financial technology is the lifeblood of your business—even if your business isn’t finance.
If your approach to fintech is outdated, inconsistent, or inefficient, you’re wasting money, running unnecessary security and compliance risks, giving customers a sub-par experience and leaving profits on the table.
It’s time to optimize your fintech to harness scalable growth and success. It’s time for TrellisFT™.
“In the not-too-distant future, I believe nearly every company will derive a significant portion of its revenue from financial services.”
— Angela Strange, a16z
Where things get stuck
Most companies rely on a patchwork of systems and software to handle critical internal and customer-facing functions:
» Card processing
» Disbursements
» Financing/credit/BNPL
» Merchant processing
» Payments
» Payroll
» Accounts payable
» Accounts receivable
» Banking relationships
Behind this jumble of legacy tech, opportunities are waiting:
» Contracts that can be renegotiated and repriced to reflect market and scale
» Processes that be rethought and retooled to relieve unnecessary stress on resources
» Applications that can be optimized through better solutions or partnerships
» Financial services that can be embedded to improve service and drive revenue
The TrellisFT framework for growth
TrellisFT provides advisory services to optimize your financial systems for performance and customer satisfaction. Our framework for growth drives digital transformation in three key areas:
AUTOMATION
» No more paper
» Seamless workflows
» Simplify processing
» Follow best practices
EFFICIENCY
» Vendor cost reduction
» Enhanced solutions
» Process alignment
» Project prioritization
EMBEDDED FINANCE
» Complementary
products
» Partnerships
» New revenue streams
How we work
To deliver the results you expect, we follow a proven project methodology that includes:
» Defining goals and objectives
» Conducting stakeholder and industry research
» Assessing your current systems and software landscape, including vendor relationships
» Identifying pain points that undermine customer experience, rely on manual processes or incur extra cost
» Developing initial concepts/solutions
» Developing success criteria and ROI models
» Presenting and prioritizing recommendations in action plan
» Managing any required implementation
Results that last
Together, we’ll transform your financial operations in powerful, lasting ways:
» Reduce enterprise payment/financial services costs
» Create transparency by sharing data and information across teams
» Centralize and automate manual processes
» Reduce unnecessary reconciliation and financial input
» Maximize self-service
» Identify opportunities to leverage fintech to accelerate revenue
» Explore partnerships to increase productand service value
Who we are
TrellisFT is a team of financial technology leaders with proven success in building, funding and investing in fintech innovators. We have deep product knowledge in merchant acquisition, card issuing, banking, lending, payment networks, embedded finance and more. You get hands-on, entrepreneurial expertise from executives committed to delivering bottom-line results every time.
Who we serve
Financial technology companies
We offer strategic advisory services to help financial technology companies develop go-to-market strategies, identify strategic relationships, improve technology and operations, and develop new products.
Private equity and venture capital firms
We help investor firms optimize financial technology within their portfolio. Our focus is on eliminating unnecessary costs, identifying new product opportunities and generating core revenue growth through fintech partnerships. We also provide due diligence on potential acquisitions, market assessments and management mentoring.
Non-financial companies
We’re uniquely positioned to help companies of all types evaluate current fintech infrastructure, lead fintech vendor assessments, negotiate contracts and manage implementations.
