An open-innovation program for endowment fintech

James Carter

14 Mar 2024

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7 min read

Context

The endowment sector needed an innovation program connecting its real challenges to fintech opportunity, with a clear participant path from understanding the problems through developing solutions to evaluating and selecting the ventures worth taking further.

How

Approach

We designed and operated the open-innovation program end to end: the program journey from challenges to solution development to final showcase; awareness workshops grounding participants in sector needs; specialized mentorship through idea development; structured evaluation of submissions against clear criteria; and stakeholder connection between participants, enabling entities and partners.

Result

Impact

What the program activated:

A specialized innovation ecosystem in endowment fintech, with strong participant turnout

A structured idea-development journey enabling teams to turn concepts into presentable, evaluable solutions

A connection platform between innovators and the sector's stakeholders

New digital opportunities surfaced for the endowment sector, with scalable solution models highlighted

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Launch

Core systems to market

Business plan with budget and timeline, GTM strategy, and core systems — ERP, CRM, AML — built from zero.

Execution

2025 - 2030

A five-year execution roadmap

Integrated strategy, operating model, capability initiatives, and governance designed to guide long-term growth and execution.

Transformation

Transformation, operationalized

A future-ready assessment ecosystem

Redesigned the operating model, defined the transformation roadmap, and developed an international licensing strategy to support long-term growth.

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