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"FSO's research was extensive and detailed. The data, in-depth interviews and market analysis was all customized and aligned with our business objectives. The cutting-edge research provided crystal clear picture of the market and helped us to devise our marketing strategy."

"The quality of insights and information of the report developed by FSO team helped us tremendously to understand the pain points, market gaps that existed within the GRC technology market. By highlighting successful strategies to gain competitive edge, the report facilitated simple and easy decision making."

"FSO’s quarterly deal analytics and vendor analytics report provides us a good overview of the industry trends and competitive landscape for business process outsourcing at functional levels. It helped us to assess our current offerings and develop a roadmap to further enhance our offerings, gain competitive edge and penetrate new markets."

"….because of their far-reaching membership community, for our research the data sample was collected from all geographies, designations, and market segments. This helped us to get a global picture of the whole industry and helped us to formulate an effective global marketing strategy for our services."

"FSO Knowledge Xchange events are well-organized with exceptional content, distinguished speakers and valuable networking opportunities."

"The events hosted by FSO Knowledge Xchange are the premier setting for financial services professionals to gain the latest knowledge on business transformations to gain a competitive advantage."

"The forum was well done overall. It was a great opportunity to network with a well-rounded mix of presenters."

"The high caliber of attendees at FSO Knowledge Xchange's events draws us to continue our participation from year to year with FSOkx. We gained some valuable leads as a result of our involvement with FSOkx Events."

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FSO Knowledge Xchange, through its partnership with TurtleBay Advisory Services (TBAS), offers advisory services that combine in-depth knowledge of industry experts with FSOkx’s highly-regarded industry research to provide targeted analysis of market trends, industry gaps, and product roadmaps you can use to ensure that your expansion strategies meet your strategic objectives.

For more information on FSOkx Advisory Services, please contact or phone 646-791-4511.

TurtleBay Advisory Services Advisors:

Joe Rossi

Joe Rossi is the founder of TurtleBay Advisory Services (TBAS), an advisory firm specializing in providing financial services firms with business transformation advice and solutions to optimize their operations. Joe has over 30 years of experience in financial services, using his background in operations and information technology to build bridges among diverse groups of people and organizations to implement large-scale change efforts. He most recently served as Freddie Mac's head of Operations & Technology, the largest division in the company, responsible for all mortgage origination and servicing, investment and capital markets operations, and information systems. Previously, Joe held senior leadership positions at Mellon Bank, JP Morgan Chase, and Citibank. Joe holds a BA degree from Bryant University, and an MBA from Iona College.