“The rapid pace of change in the industry has created more challenges and opportunity than at any point in my 25 years in the business,” said Neil Bathon, founder of FUSE Research. “Product, pricing, compensation, marketing support and distribution channels are all in a state of flux such that new thinking is needed to take full advantage of competitive openings.”
Bathon added: “Lisa and I both see a void for thoughtful, practical solutions to the real world challenges facing the financial services industry. Our approach is to make a tangible difference for our clients that goes beyond delivering generic powerpoint decks.”
Cohen, CEO of Momentum Partners, said: “Leading investment and financial services firms –and those that aspire to that status—are in growth and change mode right now. They need to move fast to capture opportunity, to validate appropriate levels of investment in products, services and distribution models. We are experienced operating executives who deliver professional advisory services. What makes us unique is our critical thinking, our information-rich, data-driven perspective, our real operating knowledge about how firms really work and our singular ability to drive productive results for our clients.”
