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NeuState Advisory®

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CORPORATE GOVERNANCE.
STRATEGIC ADVISORY SERVICES.


CORPORATE GOVERNANCE.
STRATEGIC ADVISORY SERVICES.





ABOUT US


WE CONVERT AMBITION INTO PERFORMANCE BY OFFERING CORPORATE GOVERNANCE AND
ADVISORY SERVICES ON STRATEGY FORMULATION, COMMUNICATIONS AND EXECUTION TO
CORPORATIONS, GOVERNMENTS AND OTHER ORGANIZATIONS IN THE FINANCIAL SERVICES,
TECHNOLOGY AND TRANSPORTATION SECTORS.

FROM OUR TIME SPENT IN BOARDROOMS AND IN EXECUTIVE MANAGEMENT POSITIONS, WE HAVE
THE SPECIFIC EXPERIENCE TO PROVIDE AN EXTENSIVE RANGE OF ADVISORY SERVICES
INCLUDING DEVELOPING BUSINESS PLANS, DRAFTING MARKETING AND COMMUNICATIONS
STRATEGIES, ASSESSING AND EXECUTING CHANGE MANAGEMENT APPROACHES, SETTING BROAD
DIRECTION, POLICIES AND GUIDELINES AND ENSURING ADHERENCE TO REGULATORY
REQUIREMENTS.


NEWS

 

2021 marks 15 years of providing financial services to locations of a large
hospitality company with a global portfolio of hotels.

 



Advising a leading global technology provider on SWIFT, used by banks and other
financial institutions.



Successfully completed in 2021 a one year digital transformation assignment for
a global technology company.

Article in ReNew on first 100% electric lithium-ion powered ferry in Canada.



Article in the Financial Post on Small Businesses driving Growth.


SECTORS


FINANCIAL SERVICES




THE FINANCIAL SERVICES INDUSTRY HAS UNDERGONE SIGNIFICANT CHANGES IN RECENT
YEARS. THE MAIN FACTORS DRIVING THESE CHANGES INCLUDE TECHNOLOGICAL DEVELOPMENTS
AND THE EVOLVING NATURE OF COMPETITION.

INVESTMENT DECISIONS FACING TODAY’S FINANCIAL INSTITUTIONS ARE ALMOST ALWAYS
RESPONSES TO PRESSURES FROM LEGISLATORS, REGULATORS, CUSTOMERS, COMMUNITY AND
SHAREHOLDERS YET THE COMPETITIVE LANDSCAPE CONTINUES TO EVOLVE BECAUSE OF
FACTORS SUCH AS INCREASED CUSTOMER EXPECTATIONS REGARDING REAL TIME TAILORED
OMNICHANNEL PRODUCTS, RELATIONSHIP PRICING AND NEW SERVICE MODELS, INNOVATIVE
OPEN DATA AND REAL TIME LENDING AND PAYMENTS INITIATIVES AND AN ONSLAUGHT OF NEW
COMPETITORS SUCH AS ROBO-ADVISORS, PAYMENT PROVIDERS, DIGITAL BANKS AND
ALTERNATIVE LENDERS. THESE NEW COMPETITORS ARE HYPER FOCUSED ON IMPROVING
CUSTOMER EXPERIENCE AND, CONSEQUENTLY, RAISE THE THRESHOLD AT WHICH BANKS MUST
COMPETE.

FINANCIAL INSTITUTIONS ALSO FACE INCREASED THREATS SUCH AS CYBERSECURITY ATTACKS
AND REGULATORY CHANGES AND ONGOING CHALLENGES SUCH AS LEGACY SYSTEMS AND
ATTRACTING EXPERIENCED STAFF. WE HAVE ADVISED FINANCIAL INSTITUTIONS ON THESE
MAJOR CHALLENGES AND DEVELOPED STRATEGIES TO MODIFY THEIR TECHNOLOGY, PROCESSES,
PRODUCTS AND SERVICES TO BEST MEET THE EVOLVING NEEDS OF THEIR CUSTOMERS AND
REGULATORY REQUIREMENTS.


TECHNOLOGY




TECHNOLOGY TRANSFORMATION, INCLUDING AUTOMATION AND DIGITIZATION, IS CHANGING
THE WORLD OF BUSINESS AND OFFERS POTENTIAL BENEFITS TO ORGANIZATIONS,
CORPORATIONS AND GOVERNMENTS, AND, OF COURSE, THEIR CUSTOMERS. THIS IS
PARTICULARLY TRUE FOR THOSE ORGANIZATIONS OPERATING IN SECTORS WHERE TECHNOLOGY
INNOVATION IS ALREADY A CONSTANT.

WE PROVIDE CLIENTS WITH STRATEGIC ADVICE WHICH IMPROVES PERFORMANCE AND CUSTOMER
EXPERIENCE BY FOCUSING ON ACHIEVING OUTCOMES WHICH REMOVE BUSINESS VOLATILITY,
ENABLE GREATER OVERSIGHT AND ACHIEVE MAJOR GOALS SUCH AS INCREASED SALES,
REDUCED COSTS AND BETTER MANAGED INVENTORY.

WE QUANTIFY THE PARAMETERS IN SITUATIONS WHERE IT IS DIFFICULT TO DEFINE THE
SCOPE OR WHERE VOLUMES ARE UNKNOWN OR SUBJECT TO FREQUENTLY CHANGE. WE ALSO HELP
CLIENTS IDENTIFY BUSINESS AND TECHNOLOGY INNOVATIONS, THREATS AND TRENDS AND
RECOMMEND WAYS TO TAKE ADVANTAGE OF THESE FACTORS TO ENSURE SUCCESS.


TRANSPORTATION




GROWING INTERNATIONAL AND REGIONAL CONNECTIVITY AND EXPANDING WORKFORCES ARE
CREATING A GREATER DEMAND TO TRANSFORM THE CUSTOMER EXPERIENCE FROM FIRST TO
LAST MILE IN THE TRANSPORTATION SECTOR. BY INCORPORATING EVOLVING OPERATING
MODELS AND DIGITAL TECHNOLOGIES, TRANSPORTATION COMPANIES AND AGENCIES CAN
CREATE A SEAMLESS JOURNEY FOR THEIR CUSTOMERS FROM ORIGINATION TO DESTINATION.

WE HAVE ADVISED ORGANIZATIONS ON THE MAJOR CHALLENGES AND DEVELOPED STRATEGIES
TO GROW THEIR CORE AND ANCILLARY REVENUES, CREATE FUTURISTIC INFRASTRUCTURE AND
MODIFY THEIR DIGITAL SUPPLY CHAIN TO DELIVER SUPERIOR CUSTOMER EXPERIENCES WHILE
ENSURING COMMUNITY ENGAGEMENT AND BENEFITS.

WE OFFER OUR CLIENTS PRODUCTIVE OUTCOMES BY LEVERAGING PROCESS REENGINEERING AND
DIGITAL SOLUTIONS THAT ENABLE THEM TO ENGAGE CUSTOMERS AND OFFER THEM SEAMLESS
TRAVEL. BY INCORPORATING NEW TECHNOLOGIES AND LEVERAGING INDUSTRY PARTNERS, WE
HAVE HELPED CLIENTS MAKE PRODUCTIVE CHANGES TO TRANSPORTATION SYSTEMS WHICH HAVE
RESULTED IN ENHANCING THE JOURNEY AND LAST MILE CONNECTIONS.

WE HAVE ALSO ADVISED ORGANIZATIONS ON THE USE OF DIGITAL SOLUTIONS TO INCREASE
THROUGHPUT, IMPROVE SECURITY AND BRING ABOUT A BETTER CUSTOMER EXPERIENCE. WE
HAVE WORKED WITH TRANSPORTATION FIRMS AND AGENCIES TO HARNESS THE POWER OF DATA
AND ANALYTICS WHICH HAVE REDUCED TRAVEL TIME, MANAGED CONGESTION MORE
EFFECTIVELY, IMPROVED REGULATORY COMPLIANCE AND INCREASED REVENUES.



LEADERSHIP

ROBERT POIRIER, CEO




AS PRESIDENT & CEO, ROBERT PROVIDES LEADERSHIP TO PROFESSIONALS WHO OFFER
ADVISORY SERVICES ON STRATEGY FORMULATION, COMMUNICATIONS AND EXECUTION TO
CORPORATIONS, AS WELL AS GOVERNMENT AGENCIES AND REGULATORY AUTHORITIES, ACROSS
A WIDE SPECTRUM OF SECTORS.

ROBERT IS AN EXECUTIVE WITH AN ICD.D DESIGNATION FROM THE INSTITUTE OF CORPORATE
DIRECTORS OVERSEEING FINANCIAL SERVICES, TECHNOLOGY AND TRANSPORTATION ASSETS
AND SERVING, INCLUDING AS CHAIRMAN, ON MULTIPLE PRIVATE AND PUBLIC SECTOR
BOARDS. PREVIOUSLY, THE MANAGING DIRECTOR OF ALTERNATIVE INVESTMENTS AND 7+
YEARS AS A SENIOR ADVISOR TO MEMBERS OF THE SENATE BANKING, TRADE AND COMMERCE
COMMITTEE INVOLVED IN REGULATION AND GOVERNANCE PRACTICES OF INSTITUTIONAL
INVESTORS, CROWN INSTITUTIONS AND THE EVOLUTION OF SOME OF THE WORLD’S LARGEST
PUBLIC SECTOR PLANS.

CONNECT WITH ROBERT ON HIS PERSONAL LINKEDIN ABOVE OR AT THE EMAIL BELOW.




BUILDING THE CIRCULAR ECONOMY

Robert is responsible for leading a board, mandated by government, to transition
materials to individual producer responsibility.




CONTACT US


NEUSTATE ADVISORY®

King Street, Toronto

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