The following anonymised scenarios reflect situations we have repeatedly observed across fintech vendor engagements:

Case One - Trading Platform implementation risk

A bank was under pressure to sign, by quarter-end, a multi-year front-office trading platform agreement. Terms were accepted largely at face value, based on a four-week implementation commitment provided during the sales process.
Four months later, the project had not started. One year on, the platform was still not live in production, with significant remediation costs and no effective exit optionality.

We help prevent these scenarios through commercial, contractual, and operational diligence conducted before signature.

Case Two - Treasury SaaS Pricing Complexity

A treasury solution renewal introduced usage-based and transaction-based pricing uplift mechanisms, with limited benchmarking transparency and opaque indexation rules.

We help model commercial outcomes, test alternative pricing structures, and manage renewal leverage.

Case Three - Vendor Lock-In

A bank had entered into an agreement with a compliance and AML vendor several years earlier. The contract lacked sufficient clarity around upgrade cycles and available options. As a result, the institution was forced into an unexpected and costly upgrade and renewal, significantly restricting competitive alternatives.

We ensure future scenarios and options are clearly defined and support renewal strategies that preserve optionality and strengthen negotiating power.