Richard Jefferson Email & Phone Number

Wilmington, De, Us

Driving corporate development, industry research, fund raising and investor relations. Board of Directors.

Wilmington, De, Us

Quavo is evolving into a networked organization - a team of teams. The managing partner team is responsible for current and future promises to customers, employees, shareholders and investors. I specialize in funding, investor relations and business development and in late 2021 completed a successful Series A raise with FinTop Capital.

Wilmington, De, Us

Quavo is a thought leading provider of "disputes as a service" for credit card, debit card and e-transactions to issuing financial institutions. We offer full end to end automation of financial disputes, with full Reg E and Reg Z compliance. This is offered as a software service (SaaS) and integrates with core systems and channels, allowing customers/members to report a dispute through self service, call center or in branch. Our Automated Reasonable Investigation Agent (ARIA) applies proven algorithms to improve back office efficiency. We additionally provide an outsourcing option called Dispute Resolution Experts (DRE) where we work back office cases with no end customer/member interaction at our operations center in Phoenix. As a certified Pega partner, our services group provides implementation of Pega solutions around customer service, onboarding and case management.

Cambridge, Ma, Us

Responsible for the Financial Services Business Unit at Pega, operating in the Americas, Europe and Asia. Drove cross functional P&L, strategy, industry consulting and vertical application development. Created a suite of FS applications across the customer lifecycle - marketing, sales, onboarding, KYC and servicing all supported by Next Best Action analytics. FS is by far the largest vertical, and in 2015 sales achievements included 45%+ growth YOY and a record setting bookings result. Pega enables customers to transform their businesses - pure and simple.

Cambridge, Ma, Us

Pega acquired the IP of Focus Technology Group. Re-implemented that IP on the Pega platform, including a KYC and RFC (Risk/Fraud/Compliance) product. Led the group responsible for providing Frameworks (starter applications) to the Financial Services Industry. Specialized these by segment, including Retail Banking and Cards, Commercial Banking, Capital Markets, Risk Fraud Compliance and Lending. Led the solution architecture of our framework stack, which is an integrated offering across the customer life cycle - sales and marketing; customer and account on-boarding with KYC; customer service including multi-channel interactivity; call center and front office automation integrated to back office case management; exception processing; investigations and full compliance platform.

Danvers, Ma, Us

FTG is an emerging niche player in Fraud Detection, Anti-Money Laundering, Audit and Compliance software for banks. Hired to grow and reinvent the company for eventual acquisition. Responsible for business development, M&A, product development and new sales. Led the technical team to perform a ‘from scratch’ rewrite of its product set based on client/server architecture for worldwide sales potential. Responsible for selling and installing the first customers for our new product line – Total Fraud Solution for Windows (Anti Money Laundering, Deposit/Check Fraud and Internal Fraud).Packaged the company for acquisition and drove the sales effort. Intellectual property and key employees sold and integrated into Pegasystems Inc. in early 2008.

Us

Sanchez is a core transaction processing software provider to the worldwide financial services industry, focused on Retail and Commercial Banking (sold to FIS in 2005).As a consultant, raised funds and lead the project to internationalize the software, with initial implementations in Eastern Europe. As MD Asia, established Sanchez operations in the Asia Pacific Rim, initially based in Jakarta, Indonesia and then Singapore. Sold distribution agreements or partnered with companies in Indonesia, Malaysia and Thailand. Sold and implemented first ASEAN customer.As Chief Solution Architect, led “hands on” five major implementation projects within the group. Led “by doing” a global team of solution architects, which were responsible for crafting a solution with the customer before the sale, and then designing and implementing the architecture after the sale.As MD Europe, had P&L responsibility for all business and leadership - based in Amsterdam, Holland. Organization includes three offices (40 people), an account management force, pre-sales consultants, project managers and implementation consultants.

With co-founder Al Fichera, created an integrated retail banking product targeted at small to medium size US institutions and based upon the Wang hardware platform. The product called PULSE, consisted of a CIF, Loans, Deposits, POD, branch and EFT modules, which were further integrated with Wang's office automation products. Initial funding via limited partnerships (approx. 3.5M in cash, 10M in notes). Public offering in 1982 NASDAQ OTC. Grew to 18M in revenues, 145 person firm with over 40 banks. My major role, in addition to sales and entrepreneurial activities, was the product (architecture, programming, functionality, direction, maintenance, support and implementation). Personally designed the database and application architecture. Directly responsible for product and service related personnel (approx. 60% of company). Company sold to Eastpoint when Wang lost its industry standings. Eastpoint sold this product to M&I (Metavante), who then sold it to OSI in 2004.