Deep strategic and operational expertise supporting startups and vendors in the information services ecosystem.
Strategize with clarity.
Execute with confidence.
Introducing CCAS
CCAS was established by Steven Carroll in January 2026. It provides strategic and operational support to information services vendors in financial markets, serving CEOs, their executive leadership teams and professional investors.
Steven brings over 20 years of industry experience to CCAS, having led business verticals, content strategy, partnerships, regional sales, and global account management. He combines deep expertise in products, content, and markets with international experience across North America, EMEA and APAC.
Headquartered in London, CCAS serves clients across the United States, EMEA and the Asia Pacific region.
AI brings a fascinating, transformational element to the FinTech space. Few functions within Financial Markets will be unaffected and it is critical that both incumbent vendors and next generation native AI disruptors harness the technology’s full potential. Inside product, in content collection and operational functions and in sales tech.
For boards and leadership teams, it is critical that companies adopt a robust, clear-headed strategy that maximizes their strategic flexibility. It will no longer be enough to “do AI” and customers will have hard questions around differentiation as the integration of AI becomes a baseline, rather than a differentiator.
Sales skills are more important than ever.
The emergence of new technolgoy often clouds the requirement for traditional sales capabilities. Yet these skills have never been more important as procurement teams, financlal markets leadership and end-users all struggle to understand how vendors compare in a period of enormous innovation.
Products that wish to compete will have to drive productivity wins, while also offering user’s new and differentiated insight. The importance of content in this new paradigm cannot be overstated.
Sales and marketing teams still need a baseline of skills that will maximize company performance. Simple examples include:
Discovery capabilities – knowing the purchasing process, Key Decision Makers and being able to understand the customer’s pain point
Clear value: explaining and differentiating their own product stack or solution coupled with a fast, efficient and largely frictionless trial/POC management process
Commercial policy that is easy to understand, forward thinking and that offers clear value to the customer
Brand power and a clear, impactful message allowing you to rise above the high level of ambient noise
A salestech stack that automates where it makes sense, while still giving the sales team agency to stay focused on the customer
Channel strategy – Partnership renaissance.
Whether you are supporting front, middle or back office, or provide an enterprise technology solution, it is critical to recognize the changing landscape. As new disruptors emerge, both startups and established vendors will need a clear eyed, pragmatic strategy towards partnerships and strategic alliances. No Go-To-Market (GTM) strategy is likely to consist solely of an in-house sales team.
Established vendors will be able to learn from, and partner with, nimble, dynamic technology partners. In a more symbiotic relationship than investors recognize, startups and disruptors require their content, their relationships and their distribution systems. CCAS can provide enormous support to this challenge, with a broad understanding across the desktop, content and technology landscape.
To get a sense for CCAS views and expertise, please look through our archive below.
