
With over 15 years of experience in the financial data sector, I have built my career selling, designing, packaging, and monetising financial datasets that drive real business outcomes, and user adoption.
My approach combines deep industry knowledge, understanding of end-user workflows, with practical, and hands-on execution.
Expert guidance for data vendors, fintechs, and institutions. Unlock new revenue streams, optimise go-to-market, and scale your data business with proven, hands-on strategy. The modules below are tailored to the maturity of your data products and the ambition you have to develop your offering.
Advisory and review of MSAs, order forms, and commercial terms governing data licensing and delivery. Aligns contractual language with monetisation best practices while preserving customer workflow flexibility, including modern use cases such as API distribution, downstream redistribution, and AI-driven applications with clearly defined tiers of data permissioning.
Design and assessment of pricing frameworks and commercial models (seat-based, usage-based, enterprise, embedded). Aligns pricing with packaging, segmentation, and real client workflows, from direct data consumption to advanced integration use cases, ensuring models scale as customer utilisation and value creation evolve.
Strategic input on long-term product development, including prioritisation of data assets, API improvements, and delivery channels to support future scalability and monetisation. Output typically includes roadmap outlines, trade-off considerations, and delivery planning frameworks.
Assistance with product positioning and value proposition design. This includes reviewing or designing pitch decks and go-to-market narratives for Sales and Pre-Sales teams to better articulate the commercial and strategic value of data products.
Review or creation of data packaging strategy, ensuring alignment with customer workflows, investment strategies, and commercial models. Covers design of asset-type bundles, regional groupings, and thematic or cross-asset packages.
Technical and functional advisory on data delivery channels (e.g. APIs, file-based delivery, marketplace listings). Includes drafting of endpoint specifications, recommended delivery workflows, and architecture for listing on platforms such as Snowflake or Databricks.
From data owners to end consumers, every use case is unique. I adapt a singular workstream with configurable modules to fit your context, because the best paths are bespoke. Roads to market? The paths vary, but the core approach stays consistent, so we tailor together without reinventing.
Initial stakeholder engagement, problem framing, and scope definition, formalised by the approval of a bespoke Statement of Work and execution of contractual terms.
Structured working sessions between the Consultant and the Customer teams to define objectives, governance, and a coordinated delivery plan.
Evidence-based evaluation of current state and opportunities, with a documented execution plan and prioritised, actionable recommendations.
Iterative delivery with Customer teams to validate assumptions, sequence work, and operationalise the strategy against agreed milestones.
Formal transfer of strategic plans, assets, and outcomes, including playbooks, enabling smooth ownership by internal teams.
In my experience, flashy claims don’t build trust — results and relationships do. Over the years, I have had the privilege of working with exceptional teams, clients, and partners across the financial data world. This is what spurs me on to do what I do: to help organisations build stronger, more sustainable data businesses. Not only for the vendor to be more profitable, but most importantly for the end customer and users to benefit from a product that has value and drives faster and better decisions. What you can expect from me is a way of working grounded in clarity, rigour, and collaboration. I’ll challenge assumptions when it helps, bring practical solutions you can act upon, and stay close to the details that make strategies work in real life.
This page shares a selection of comments and testimonials from people who have seen me in action. My hope is that it gives you a sense of the approach and values I bring to every engagement.
Connect directly with DMC01 for tailored, founder-led consulting on financial data strategy.
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