Aaron Mcpherson Email & Phone Number

Newton, Ma, Us

Strategic advisor to senior executives on fintech and payments strategy.• Custom research reports on payments and fintech topics, including industry surveys, competitive analysis, market forecasting, and marketing communications support.• Advise technology firms on financial industry partnership strategy and market strategy.• Contributor to American Banker, Digital Transactions, and other publications.• Creating thought leadership content on fintech topics including fraud, cryptocurrency, and AI.• Mentoring MIT alumni through Alumni Connect program.• Founded a new venture, Untapped Data, to enable companies to extract value from internal data. Collaborated with venture and startup experts at M.I.T. Sloan. Developed professional pitch deck for presentation to VCs, partners, and customers.• Authored white papers for Early Warning Services on financial inclusion and synthetic identity fraud. • Advised Fortune 100 company on strategic, and regulatory risk regarding digital wallets/app stores.

Livonia, Michigan, Us

Led an eight-person research team composed of payments experts with decades of experience in industry. • Created and implemented numerous management and process improvements, with a focus on managing by results. Instituted regular reporting on project delivery status, time utilization, client retention, and progress against financial and non-financial goals (balanced scorecard).• Drove 20%+ growth in 2019 after years of flat revenue.• Spearheaded over 4 new product lines, including vendor comparisons, a worldwide payments model, a bank council, and global expansions, with a market opportunity of at least $500,000.• Led business development in collaboration with sales and analysts, regularly traveling to meet clients.

Jacksonville, Fl, Us

Led development of global payments market strategy as part of a new division focused on the customer. Group became part of the Enterprise Product Office, charged with aligning product strategy across geographic and business lines. FIS is the largest global provider of banking and payments processing services.• Created a new market-based payments product strategy based on penetrating adjacent markets that drove multiple rounds of investment ($200 million) and the acquisition of Clear2Pay ($500 million) and Sungard ($9.1 billion), which filled crucial gaps in product lineup.• Presented to and collaborated with the CEO’s direct reports on key company-wide payments product initiatives, trends, and strategy impacting FIS on a global scale in the immediate as well as long-term.• Created new Market Model that was an order of magnitude more efficient and easier to administer than the previous version, enabling senior management to better forecast revenue scenarios and strategy.• Led firm wide Blockchain Technology Working Group with 30+ members to better share key information and to communicate more effectively with clients about this emerging product opportunity. Built test Ethereum blockchain.

Framingham, Massachusetts, Us

• Pioneered research in “cloud payments,” defined as the use of web services interfaces to allow legacy payment systems to be used by cloud services providers and mobile application developers• Created and moderated mobile wallet panel at 2011 BAI Retail Delivery conference that was the first opportunity to hear from leading banks such as Citi, Wells Fargo, US Bank and Bank of America on their mobile wallet strategy• Led development of new Banking Solution Market Share Guide, allowing clients to pull information on key markets as needed. Key markets include: mobile banking and payments, payments fraud management, asset and wealth management, core banking, and enterprise risk management• Advisory board member for the Federal Reserve Bank of Boston’s annual Survey of Consumer Payment Choice• Won IDC Research Quality Award for "Best Practices: Mobile Payments in Action - Five Case Studies from Around the World,” which was the first report to highlight the necessity of controlling both banking and mobile telecommunications assets; won again for a comparison of financial crimes management software vendors.• Inducted into the Chairman’s Circle for longtime exceptional service to the company

Framingham, Massachusetts, Us

• Developed first enterprise payments framework to achieve widespread adoption in the payments industry, by firms such as Clear2Pay, Dovetail, IBM, HP, Unisys, ACI Worldwide, Oracle, and others • Edited INCITS working group paper on information security standards for the financial industry• Received first annual Financial Insights Research Quality Award

Framingham, Massachusetts, Us

• Created global payments practice, the largest research service at IDC Financial Insights, with coverage of the full range of payments technologies and 7 contributors from Canada, the UK and Singapore• Created new forecasting methodology based on computer simulation of market forces• For a top 10 global software firm, conducted a 23-country survey of small businesses and consumers to determine which payment methods they preferred for e-commerce• Received IDC Research Quality Award for analysis of the reasons why business-to-business e-marketplaces failed

Montreal, Quebec, Ca

• Developed performance management framework and reporting strategy that demonstrated additional annual revenue of approximately $10 million from CRM• Created a successful business case estimating net CRM benefits over ten years of more than $150 million (NPV).• Led team of more than 12 people to develop and test an Oracle project management system. Application was successfully implemented worldwide, to high user satisfaction• Sold $3.4 million project in collaboration with senior AMS management team• Facilitated management-level team building workshops

Master Of Business Administration - Mba, Management

Bs, Political Science