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Financial Services Advisory

Financial services expertise. Applied to your business.

Specialist advisory for businesses entering new markets, developing payment products, acquiring financial institutions and building financial services operations.

Engagement shapes

Assessment

A focused view of the market, route and requirements.

Workstream

A defined piece of delivery with named owners.

Programme

Advisory and technology coordinated to a launch.

Capabilities

Six areas of work, delivered by people who have run the operations.

01

Market Entry & Expansion

Assess where to operate, how to enter and what it takes to run a financial services proposition in a new market.

  • Market and regulatory landscape assessment
  • Entry route options and trade-offs
  • Local operating model and entity design
  • Launch planning and execution support
02

Regulatory & Licensing Strategy

Define the permissions your business needs, the route to obtaining them and the obligations that follow.

  • Licence scope and perimeter analysis
  • Application strategy and readiness
  • Governance, policies and control frameworks
  • Ongoing regulatory engagement planning
03

Financial Institution Partnerships

Identify, approach and structure the institutional relationships that underpin your product.

  • Issuer, acquirer and account provider shortlisting
  • Commercial and operating model design
  • Term sheet and agreement support
  • Partnership launch and governance
04

Payment Product Development

Turn a proposition into a defined product with the economics, controls and operating model to support it.

  • Product definition and customer journey
  • Pricing, fee and revenue modelling
  • Scheme and processing requirements
  • Operational readiness and controls
05

M&A and Licence Acquisition Advisory

Evaluate acquisitions where the licence, platform or portfolio is the strategic asset.

  • Target screening and strategic fit
  • Commercial and regulatory due diligence
  • Synergy and integration assessment
  • Transaction and integration support
06

Commercial Strategy & Business Development

Sharpen the commercial model and build the pipeline that converts institutional interest into revenue.

  • Segment and proposition strategy
  • Distribution and partnership models
  • Pricing and commercial negotiation
  • Pipeline development and execution

How we work

Assess the route. Design the proposition. Execute.

Work is scoped around a commercial outcome. We stay close to the detail — the term sheet, the control framework, the launch plan — rather than stopping at recommendations.

  1. 1

    Assess

    Market, regulatory perimeter, competitive position and the realistic options open to the business.

  2. 2

    Design

    Product definition, operating model, economics and the institutional relationships required.

  3. 3

    Build

    Applications, policies, controls, technology selection and the operational readiness to launch.

  4. 4

    Operate

    Go-live support, partner management and the commercial execution that follows launch.

Position

Clear about what we are, and what we are not.

Futuristech is an advisory and technology company. We are not a bank, card issuer, acquirer or licensed financial institution, and we do not hold client funds or carry on regulated activity ourselves.

Where a proposition requires permissions, client money safeguarding or scheme membership, those activities are carried out by appropriately authorised institutions under their own regulatory arrangements and contractual terms.

Our role is to make the commercial, structural and technical path to those arrangements clearer — and to help clients execute against it.

Advisory questions.

Next step

Bring us the commercial objective.

Tell us the market, the product or the institution you are trying to reach. We will tell you what the route looks like.