AT LASS ADVISORY SERVICES we work with clients seeking to scale their organizations rapidly.  We identify four distinct stages of growth - from early-stage to mature - and work with senior leaders to ensure the strategic plan and planning process are appropriate to take the organization to the next level and beyond.  We embrace the cardinal rule that strategy must be feasible.  We work closely with management to achieve alignment around key priorities with an emphasis on execution and accountability.

 

For the past five years we have been privileged to work not only with established financial institutions but also with some of the world’s leading Fintech innovators including LendingClub, WePay, Nerdwallet, and more.  This experience enables us to act as a bridge between Silicon Valley and global Fintechs on the one hand, and our established FI clients on the other.  We specialize in helping our clients on both sides of this bridge understand how to most effectively bring new ideas and technologies to established markets.

 

We use proprietary tools to drive highly effective planning processes.  We excel at facilitating the strategy process, while recognizing that management must own every step of the process.  Our objective is to see strategy in action.