Available Packaged Options
S.S. Scale offers three distinct packaged options to meet virtually all of our partners' needs. We're happy to help assess your situation and find the perfect fit.
Program Assessment Package
Optimization Package
Custom Package
Not sure where to start? Try the
Program Assessment Package
Starting with a low-cost initial assessment, S.S. Scale will provide industry insights, market opportunity and strategic direction.
Market Insights
The payments industry is rapidly changing. Scale Advisory Services is here to help navigate this complex ecosystem of banks, financial services providers, processors, fintechs and networks.
Opportunity Analysis
Leveraging industry expertise and market data, we create a custom competitive comparison report.
Strategy Roadmap
Leveraging industry expertise, market insights and SWOT results, we prepare a strategy roadmap outlining overarching payments strategy and corresponding tactics.
Process & Sample Timeline
Program Assessment Package Timeline
Week
1
Kick-off
Week
2
Research & Analyze​
Week
3
Clarify & Finalize
Week
4
Provide & Present​
Meet with your team to gather details of your current offering, documentation and data.​
Complete market research, prepare analysis, assessment and projections.
Prepare and finalize strategy document with corresponding recommendations based on unique opportunity.
Present opportunity analysis, industry insights, strategy roadmap and support documentation. Discuss execution details and prioritization of strategy.
Optimization Package
Does your organization have an existing Commercial Card or Electronic Accounts Payable program? Let our experts show you how to optimize your current offerings to do even more for your organization.
Optimization of Current Program
Existing Small Business, Commercial Card or Electronic Accounts Payable
Program Assessment​
We review your current product offering, marketing material, onboarding experience and provide recommendations to better appeal to your ideal client.
Risk Management
Our card fraud and compliance subject matter expert will review current processes and tools and provide valuable insights to mitigate program risk.​
Sales & Expansion
Custom strategy and tactics proven to grow your current portfolio and acquire new clients within the existing bank portfolio, as well as using commercial card as a lead-in product.
Operational Efficiency
Review current operations, processes, oversight and reporting to develop operational efficiencies.​
Custom Engagement Package
Like each organization we work with, each consulting engagement is unique. Clients can pick and choose from our list of services or fully customize an engagement. Unlike most consultants, we've been in your shoes, and our goal is to provide the most value to your organization at a reasonable price point.
Comprehensive Consulting
​Full Strategic Plan​
In collaboration with your team, we create a custom go-to-market strategy including sales strategy, training approach, support and operational models, reporting requirements and program goals.​
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ROI & Financial Projections​
Utilizing our financial models, we create a ROI report for your specific program and financial growth projections.​
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Strategic Partnership Review ​
Managing your payment vendors or finding new partners is critical to program success. We provide RFI and RFP support, providing a comprehensive analysis of capabilities, pricing and contract negotiation.​
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Implementation Plan​
Implementation plan with metrics, milestones and timelines will be created for execution of strategic plan.