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About
  • Services
  • Why Us
  • Case Studies
  • Our Work
  • Who We Are
  • Firm Overview - PDF
Case Studies
  • Bank AI Governance Review
  • FI Tokenization Op Model
  • Stablecoin Payments Model
  • RWA Distribution Model
  • Demand for Tokenized RWA
Intelligence & Insights
  • Intelligence/Research Hub
  • Agentic AI Governance
  • Signals from the Street
  • Convergence Economy
Contact
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  • Home
  • About
    • Services
    • Why Us
    • Case Studies
    • Our Work
    • Who We Are
    • Firm Overview - PDF
  • Case Studies
    • Bank AI Governance Review
    • FI Tokenization Op Model
    • Stablecoin Payments Model
    • RWA Distribution Model
    • Demand for Tokenized RWA
  • Intelligence & Insights
    • Intelligence/Research Hub
    • Agentic AI Governance
    • Signals from the Street
    • Convergence Economy
  • Contact
  • Home
  • About
    • Services
    • Why Us
    • Case Studies
    • Our Work
    • Who We Are
    • Firm Overview - PDF
  • Case Studies
    • Bank AI Governance Review
    • FI Tokenization Op Model
    • Stablecoin Payments Model
    • RWA Distribution Model
    • Demand for Tokenized RWA
  • Intelligence & Insights
    • Intelligence/Research Hub
    • Agentic AI Governance
    • Signals from the Street
    • Convergence Economy
  • Contact

Our Work

Delivering strategies and solutions for capabilities that didn't exist five years ago.

NextFi Advisors engages directly with senior leaders responsible for transforming technology ambitions into live and scalable solutions, delivering executive-ready output at a fraction of the cost of traditional consultancies.

Case Studies of Our Work

Agentic AI Governance Review for a US Commercial Bank

Client: A Tier 2 US commercial bank with an established AI program and mature traditional model risk framework. 


Need: The bank was deploying agentic AI systems that act, delegate, remember, and call tools autonomously, and needed to understand its governance posture for audit purposes. 

Our Work

  • Developed agentic AI governance assessment framework and scoped agentic deployments for review.
  • Held stakeholder interviews across risk, engineering, compliance, product and vendor management.
  • Reviewed architecture files and conducted agentic AI governance assessment across all agentic deployments.
  • Produced a control-plane mapping and NIST AI RMF crosswalk.
  • Compiled in-depth findings report and a 90-day remediation roadmap.
  • Developed standardized agentic AI governance review and diagnostic tool.

Result

Client received an in-depth assessment that surfaced three material gaps, as well as a 90-day roadmap that sized each gap by effort and impact, providing key stakeholders with a prioritized, executive-ready remediation path.


As a result of this engagement, NextFi launched a new standardized agentic AI governance review and assessment tool built on our agentic AI governance framework.

Find out more about NextFi's Agentic AI Governance Review

Tokenized Share Class Operating Model for Fixed Income Strategy

Client: Large global asset manager considering an on‑chain share class of an existing flagship liquid fixed income fund for qualified institutional investors.


Need: Design a tokenized share class that could plug into existing fund, TA, admin, and custody infrastructure without disrupting governance or creating unmanageable operational risk.

Our Work

  • Designed a parallel tokenized share class under the existing 40 Act fund structure, with the tokenization platform acting as co‑transfer agent.
  • Defined roles, responsibilities, and interfaces across the manager, tokenization platform, KYC/AML provider, custodian, and optional DeFi venues.
  • Mapped flows for subscriptions, redemptions, secondary transfers, corporate actions, and reconciliation between on‑chain and traditional ledgers.
  • Built a phased plan from discovery and integration to pilot launch and scale, with explicit success metrics and risk‑mitigation measures.

Result

The client received an executive‑ready operating model that enabled informed internal debate, regulatory review, and economic analysis of a tokenized share‑class strategy. 

Stablecoin Strategy for Cross Border Payments Platform

Client: Mid‑stage B2B cross‑border payments infrastructure provider serving banks and financial institutions. 


Need: Leadership needed to understand whether—and how—to add stablecoins as a rail without undermining their bank‑first positioning, and to quantify the risk of doing nothing. 

Our Work

  • Produced a comprehensive market intelligence briefing on global stablecoin adoption by banks, card networks, neobanks, and corporates, with focus on transaction volumes, use cases, and regulatory clarity.
  • Quantified competitive threats from fintechs, retailers, and bank consortium initiatives, including potential revenue erosion if stablecoins became the default rail. 
  • Designed three low friction entry use cases—FI treasury liquidity, high pain corridors, and mass payouts—leveraging the client’s existing architecture and compliance stack. 
  • Defined a 90 day pilot program, budget, and partnership model with regulated issuers, custodians, and liquidity providers.

Result

The client gained a clear, quantified view of stablecoins as a next competitive lever, a low‑risk pilot roadmap, and a 12‑month window for early‑mover advantage anchored in existing network contracts. 

Institutional Demand Intelligence for Tokenized Funds

Client: Global asset manager evaluating tokenized fixed income and private credit as part of its digital assets roadmap.


Need: Move beyond general hype to answer: “Who is actually demanding tokenized fixed income/private credit, and why—and what should we build first?”

Our Work

  • Synthesized 30+ public sources and proprietary platform data to size current and projected tokenized fixed income and private credit markets.
  • Profiled four primary demand segments and detailed investor personas, including decision criteria, product requirements, and preferred structures.
  • Mapped competitive activity across tokenized MMFs, Treasuries, and private credit, highlighting white space where the client’s credit expertise was a differentiator.
  • Outlined a staged roadmap for internal alignment, vendor evaluation, pilot design, regulatory validation, and a limited scope pilot launch.

Result

Leadership gained conviction that demand is real and accelerating, with a clear rationale to prioritize tokenized fixed income and private credit ahead of commoditized MMF replicas.

RWA Tokenization Partnership & Distribution Strategy

Client: Web3 infrastructure company with Layer 2 blockchain capabilities and deep gaming/esports and creator‑economy relationships.

​

Need: The client had strong L2 and user acquisition capabilities but limited exposure to institutional finance. Leadership wanted to understand how they could extend into real‑world asset (RWA) tokenization without losing focus on their core Web3 infrastructure and creator ecosystems.

Our Work

  • Structured a strategic partnership model with regulated digital asset platforms to combine the client’s L2 infrastructure and network‑effect expertise with institutional‑grade custody, compliance, and distribution.
  • Identified verticals where the client had unique edge—gaming/esports, creator IP, and digital infrastructure—and translated those into concrete tokenization concepts and asset types.
  • Built detailed use cases (e.g., esports team equity, gaming studio revenue share, music catalog royalties, podcast network revenue tokens), including illustrative economics and revenue streams for the client.
  • ​Developed a 12‑month roadmap spanning partnership foundation, pilot execution, and scale (with explicit milestones, KPIs, and revenue model components).

Result

  • Reframed RWA tokenization as a natural extension of the client’s existing capabilities rather than a strategic pivot.
  • Provided a credible path into institutional markets leveraging proprietary deal flow and community reach in gaming and creator segments.
  • Equipped leadership with a concrete partnership and execution plan suitable for investor discussions and internal prioritization.

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