An open-innovation program for endowment fintech

James Carter
14 Mar 2024
7 min read
What

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

Explore more impacts

Governance
Launch-ready
A legal framework built before day one
Developed contracts, platform terms, regulatory documentation, and governance frameworks that reduced legal risk and enabled commercial launch.
Launch
Launch
Core systems to market
Business plan with budget and timeline, GTM strategy, and core systems — ERP, CRM, AML — built from zero.
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.

We've been the client

We know what execution feels like.