Suite2Go is a financial software consultancy team of experienced professionals with deep working knowledge of the financial services industry and how to best solve for workflow challenges through technology solutions.
We were founded in 2017 with a team comprising Principals and Consultants with an average of 20+ years’ experience who have expertise across; capital markets, data management, regulatory and risk reporting, superannuation, asset, and wealth management, including front and back office and asset servicing. We look to assist world class Fintech organisations to achieving success in their chosen target market by bringing solutions to the financial services industry to overcome challenges and address problems while saving cost and time for both buyers and sellers.
OUR HISTORY
Suite2Go was formed in 2017, a time when there was significant advancement in Fintech.
Suite2Go identified that Startup Fintech companies often have a demanding schedule just to get their product and solution market ready, and were under resourced and skilled in the area of taking their solution and services to market.
Suite2Go formulated an out of the box results focused service offering to allow Fintech organisations to connect with other similar organisations and end clients.
As the company evolved, we also learnt that large international fintech companies did not have the time, nor the resources or relationships to break into the Australian market. The Australian financial services market as a result was missing out on some world class technology.
Suite2go are the bridge that fills this current gap in the industry which benefits both software vendors and the financial services industry.
OUR VISION
Our vision is to assist world class Fintech organisations to achieving success in their chosen target market.
To be the go-to source for financial services organisations who require world leading Fintech solutions to strengthen their business and capture opportunities as well as reduce risks.
OUR TEAM
John Ryan, Suite2Go Co-Founder – Accountant with over 25 years of wide ranging fintech experience in capital markets and investor communications. He held many roles with Broadridge, but mainly as regional strategy head. He is across a wide array of financial services technologies including: proxy voting, payments, investor communication and developments in blockchain technology. Drawing from a deep strategic business development experience across the Australasian region to build out Suite2Go’s capabilities. John is also the co-founder and Director General Policy for the Emerging Payments Association Asia.
Camilla Bullock, Suite2Go Co-Founder – Having specialised in complex data sales with Thomson Reuters (now Refinitiv) for over 12 years, Camilla has specialised in market solutions for Governance, Risk & Compliance as well as corporate actions. With extensive connections in the Australian Financial Services space, Camilla is a master connector and highly skilled event planner. She is also co-founder and Director General Community for the Asian Emerging Payments Association.
Leanne Bradley brings over 20 years of front office and product management experience from the buy side to her role with Suite2Go. Leadership positions with BT Investment Management (now Pendal), Deutsche Asset Management, Aberdeen and AMP Capital give Leanne the perspective of how to transform investment management processes from the top down. Leanne splits her time between consulting for Suite2Go clients and various Board level responsibilities.
Andrew King has worked for multiple financial services technology companies in London and Australia over the past 16 years simplifying complex problems and creating best of breed solutions across both the sell and buy sides of the market. Business Development roles with IHS Markit, Symphony, Droit, ChartIQ and ipushpull have provided Andrew with insight into internal and external workflow pain points and the technology solutions available to create greater operational efficiency.
Mike Li – focusing across wealth and buy-side technology solutions.
With over 10 years of experience in investment management, spanning investment research, product management and technology roles. While at AMP Capital he built the genesis of Cortex Investech, a proprietary software responsible for delivering superior investment and business performance across AMP Capital’s public markets business.
Advisory Board
Adam Bradley
Myron Stein
Jacqui McPherson
WHAT WE DO
Suite2Go look to connect world class fintech solutions to solve financial industry problems while saving time and cost for both buyers and sellers.
OUR PROCESS
Suite2Go provides a smooth experience for buyers and sellers of financial service software from initiation, understanding the problem (research, strategy, round table and workshops) to procuring the solutions (curation, demos, proof of concept) to implementation and production (project management, account management) as a trusted partner.
Our 7-Step Engagement Process
Due Diligence
reduces the time for buyers to make decisions. As the industry’s trusted partner, we only represent systems which are world class and can adapt to the Australian market nuances. Potential buyers of the software can take comfort that the system has been through a rigorous process prior to coming to the market.
Research
enables vendors to obtain a quick understanding of the local market and the relevant channel segments and their needs. The research conducted is also useful information for buyers of software, as it highlights some of the common issues within the industry.
Events
connects the financial services industry with thought leaders in the fintech sector, while also enabling discussion to solve industry wide issues. Events include roundtables, webinars and participation in relevant industry conferences.
Meetings
a deeper understanding of each channel and specific clients and their business challenges. We do not lead with solutions the aim is to first understand each client, their business, and the problems they are looking to solve.
Pipeline
as we work with our clients, we gain a better understanding of their main challenges and where technology can help improve their business. We can then introduce them to specific vendor solutions. Once a need is identified it is only then that a demonstration of the software is offered.
Software feedback
we use software demonstration sessions as a way to not only demonstrate how a specific technology may help eliminate a business challenge but also gain meaningful feedback on how the latest fintech solution may need to be enhanced to address specific local issues.
Customer life cycle management
as we connect clients with specific vendor solutions, we gain an intimate understanding of the businesses we are working with and our consulting can be extended to provide project management of Proof of Concept, and implementation. Many of our clients also choose to use us for ongoing client relationship management.
VENDOR CLIENTS AND PARTNERS
Arun Mitra, Former Head of APAC sales for NRI-FT
“When I was responsible for sales for NRI Fintech in the Australia/NZ market I partnered with Suite2Go. They are experts in fintech and capital markets. They greatly helped us achieve our success in Australia by being on the ground and through their strong connections and in depth experience.”
Tito Singh, Chief Revenue Officer, Financial Supermarket (formerly Tegra118)
“Our partnership with Suite2Go has enabled new growth and acceleration of client engagement in the Australian region. Their deep industry knowledge, key relationships and excellent reputation have contributed to a healthy pipeline for our revenue management and fee billing solution (Advantage Fee). With Suite2Go, we have established a model sales support template for our other Tegra118 global partnerships”.
Peter Tiereny, former Global Head, AxiomSL Cloud Platform
“Suite2go through their deep industry relationships provided AxiomSL with access to market contacts and intelligence that enabled us to explore a new market segment for our regulatory data management solution. Through their market knowledge they helped us design a Superannuation reporting and data management proof of concept for the Australian market.”
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