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World's Top 5% of Banking Industry Consultants for Hire and Advice

CleverX is a marketplace for vetted and experienced freelance Banking Industry experts, advisors and consultants. Top companies, research and private-equity firms use CleverX for 1-on-1 advisory calls, market research surveys and for short and long-term projects.

No risk, pay only if satisfied.

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Trusted by leading startups, financial, consulting, and market research firms

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Top banking industry experts you can work
with right now

  • Hyonwoo Shin

    $6 / min

    Hyonwoo Shin

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    New York, United States

    Investment Banker

    Work

    • Senior Executive

    Expertise

    • Debt Capital Raising
    • Equity Capital Raising
    • Private Equity
    • Financial Restructuring
    • Mergers & Acquisition
    • Corporate Valuations
  • Kyle D. C. Poulin

    $1.86 / min

    Kyle D. C. Poulin

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    Salt Lake City, United States

    Fitness Technology CEO | Ex-I Banker | Performance Enhancement Specialist

    Work

    • CEO

    • Co-Founder

    • Director

    Expertise

    • Entrepreneurship
    • Financial Modelling
    • Financial Forecasting
    • Business Strategy
    • Venture Capital
    • Business Consulting
    • Business Plan Development
    • Business Process Improvement
    • Operational Effectiveness
    • Controlling & Performance Measurement
    • Startup Advice
    • Innovation
    • Corporate Development & Strategy
    • Corporate Finance
    • Financial Analysis
    • CFO Advisory
    • Market Research
    • Statistical Analysis
    • Competetive Analysis
    • Strategic Planning
    • Growth Strategy
    • Service Design
    • Technology Consulting
    • Technology Assessment
    • Sales Strategy
    • Sales Management
    • Business Development
    • Financial Restructuring
  • Shahbaz Ansari

    $4.08 / min

    Shahbaz Ansari

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    Chicago, United States

    Expert in product management. Conception to delivery. Have worked in Saas, FinTech and banking institutions.

    Work

    • Director of Product Management

    • Sr. Market Data Engineer

    • AVP Market Data Systems

    Expertise

    • Product Management
    • New Product Launch
    • Product Strategy
    • Data Science & Analysis
    • Big Data
    • Technology Consulting
    • Business Intelligence
  • Fabrice C Houdart

    $3.6 / min

    Fabrice C Houdart

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    New York, United States

    Human rights and corporate social responsibility specialist with 19 years of experience at the World Bank and UN

    Work

    • Managing Director Global Equality Initiatives

    • Human Rights Officer

    • Senior Country Officer for Maghreb

    Expertise

    • Diversity & Inclusion
    • human rights
    • Corporate Social Responsibility
    • philantrophy
    • Human Rights
    • Business Strategy
    • Corporate Governance
    • Operational Effectiveness
  • Dan Rapoport

    $10.8 / min

    Dan Rapoport

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    Washington, United States

    Helping great companies connect with the right investors.

    Work

    • Director, Investment Advisory

    • Managing Director, Equity Capital Markets

    • Managing Director, Institutional Client Group

    Expertise

    • Equity Capital Raising
    • Venture Capital
    • Corporate Finance
    • Financial Restructuring
    • Investment Strategy
    • Sales Strategy
    • Sales Planning
    • Sales Management
    • Sales Coaching
    • Financial Analysis
    • Financial Modelling
    • Business Strategy
    • Business Plan Development
    • Recruitment
    • Training & Development
    • Investment Banking
    • Forensics Accounting
    • Management Accounting
  • Federico Lozano

    $2.4 / min

    Federico Lozano

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    New York, United States

    CFO at Heila Technologies

    Work

    • CFO

    • COO

    • Head of Treasury

    Expertise

    • Corporate Finance
    • Business Development
    • Financial Forecasting
    • Financial Analysis
    • Financial Modelling
    • Financial Restructuring
    • Financial Strategy
    • Budgeting & Forecasting
    • Sales Strategy
    • Business Strategy
    • Business Unit Growth Strategy
    • Corporate Development & Strategy
    • Investment Banking
    • Business Plan Development
    • Business Process Improvement
    • Resource Allocation
    • Equity Capital Raising
  • Timothy James

    $4 / min

    Timothy James

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    Ashland, United States

    Expert in asset management, program management, and non-profit executive leadership

    Work

    • Vice President and Project Consultant

    • Strategy Consultant

    • Sales Consultant

    Expertise

    • IT Project Management
    • Project Finance
    • Change Management
    • Sales Coaching
    • Compliance & Governance
    • Corporate Governance
    • Risk Management
    • Operational Effectiveness
    • Corporate Finance
    • Business Strategy
    • Business Plan Development
    • Business Process Improvement
    • Sales Management
    • Sales Strategy
    • Pre-Sales
    • Business Unit Growth Strategy
    • IT Security & Risk
    • Monitoring
    • Macroeconomic Models
    • Benchmarking
    • Cyber Security
    • Technology Assessment
    • Competetive Analysis
    • IT Program Management
    • Program Management
    • IT Infrastructure Modernization
    • Technology Research
    • Vendor Management
  • Usman Shaheen

    $3.6 / min

    Usman Shaheen

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    Irvine, United States

    Azure Cloud Architect

    Work

    • Cloud Architect, Azure

    • Senior Integration Consultant

    • Director

    Expertise

    • Private Cloud
    • IT Architecture
    • Data Science & Analysis
    • DevOps
    • Big Data
    • Cloud Migration
    • Advanced & Predictive Analytics
    • Technology Consulting
    • IT Project Management
    • Business Applications
    • IT Program Management
    • Digital Analytics
    • Training & Development
    • Mentoring
    • SOA Implementation
    • SQL
    • Web Design
    • Software Development
    • Web Development
  • Michael K. Waters

    $6.6 / min

    Michael K. Waters

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    Denver, United States

    Experienced Financial Industry Professional

    Work

    • CFO|COO

    • Head of Global Business Development

    • Founder & CEO

    Expertise

    • Debt Capital Raising
    • Equity Capital Raising
    • Venture Capital
    • Investment Strategy
    • Investment Banking
    • Corporate Finance
    • Financial Analysis
    • Financial Restructuring
    • Risk Management
    • Benchmarking
    • Asset Planning
    • Startup Advice
    • Sustainability
    • Business Unit Growth Strategy
    • Growth Strategy
    • Business Strategy
    • Business Plan Development
    • Business Process Improvement
    • Financial Modelling
    • Holistic Strategy
    • Customer Acquisition
    • Marketing Strategy
    • Contract Negotiation
    • Strategic Planning
    • Capital Securities
    • Financial Forecasting
    • Customer Experience
    • Market Assessment
    • Corporate Development & Strategy
    • Consumer Insights
  • Jose Lopez

    $6 / min

    Jose Lopez

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    New York, United States

    IT & Business Consultant

    Work

    • Senior Operations Manager

    • Corporate Account Development Executive

    • Commercial Services & Business Development Executive

    Expertise

    • Operational Effectiveness
    • Operations Management
    • Digital Analytics
    • Business Unit Growth Strategy
    • Growth Strategy
    • Strategic Partnership Development
    • Public Relations
    • Account Management
    • Business Consulting
    • Business Applications
    • Enterprise Resource Planning (ERP)
    • Business Plan Development
    • International Expansion
    • IT Project Management
    • Customer Acquisition
    • Information Management
    • Financial Analysis
    • Lean Six Sigma

Why hire Banking Industry Experts on CleverX?

All Banking Industry Experts on CleverX are thoroughly screened to ensure you only work with talent of the highest caliber. You can talk to any number of Banking Industry consultants directly.

How can I work with these Banking Industry Consultants?

  • Book 1-on-1 video calls on a pay-per-minute basis

  • Send survey requests to a select group of experts

  • Work with experts on short-term and long-term projects

Our clients us

Lee West

Lee West

Managing Director,

M-Brain Group

"CleverX finds us the right expert every time. They've always delivered what they've said and when they're going to do. Professionalism, speed of service' and quality of service are among the best I’ve seen."

Neil Shackleton

Neil Shackleton

Projects Director,

ALEC

"CleverX put us in touch with businesses that we didn't know existed and wouldn't have the ability to contact. We got cutting-edge information that helped us make critical decisions to enter adjacent markets. The outside opinion opened up doorways for us to think beyond our executive board's limited capacity."

How it works

1

Find and connect

Connect with 1,000's of leading C-suite executives, consultants & industry experts.

  • Search by industry, job roles, geography and expertise

  • In-built chat for direct messaging

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2

Get work done

Flexibly collaborate on your terms so work happens faster than ever.

  • 1-on-1 video calls

  • On-demand projects

  • Online surveys

  • Document reviews

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3

Pay and review

Review and pay for the work you're happy with. Pay-per-minute or fix custom rates for projects. Stripe and PayPal make it safe and simple for you.

  • 100% risk-free payments

  • Review and approve work

  • Review and approve work

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FAQs

What is the quality of banking industry experts on CleverX?

The banking industry experts on CleverX are among the world’s top 10%. They have been 100% vetted so you can have a fantastic experience.

Can I start working with banking industry experts in 12 hours?

Absolutely, yes! CleverX allows you to DM the banking industry experts so you can get started in just a few hours.

How does pricing work?

Pay per minute for video meetings. For projects, pre-discuss custom rates and agree them.

How are payments protected?

CleverX is a 100% No-Risk-Pay-Only-If-Satisfied platform. Review and pay for only the work you are happy with. If you're not satisfied, your payment will be refunded in full.

What kind of work can I get done on CleverX?

  • Book 1-on-1 calls with banking industry experts and pay by the minute.
  • Hire them for on-demand project work.
  • Target a niche set of experts for online surveys.
  • Get your documents, contracts, and presentations reviewed.

How to hire the best banking industry experts online?

Top 6 qualities to look for in a banking industry experts:

  • Industry-specific knowledge

  • Proven expertise

  • Flexible schedule

  • Articulation

  • High response times

  • Balancing speed versus quality

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