Ravelo Strategic Solutions LLC (RSS) is an SBA-certified Veteran-Owned Small Business (VOSB) providing advisory and hands-on implementation for banks, non-bank financial institutions, and exchanges across the U.S. and Latin America. We work where strategy meets operations — client lifecycle, onboarding, settlement, and treasury — and we build what we recommend.

Our principal brings 10+ years of institutional coverage experience across global capital markets, including leadership of a $40B AUA LATAM institutional book at a top-tier global bank, and a 23-year career in U.S. Army Special Operations. Native Spanish fluency; deep operating networks across Mexico, Brazil, Colombia, and the Caribbean.

Client Lifecycle & Onboarding Transformation

We redesign how institutions acquire, onboard, and serve clients — from KYC intake through account opening, coverage, and reporting. We eliminate fragmented tooling, manual handoffs, and key-person risk, and we build the workflows and systems to sustain the fix.

Representative work: Built a proprietary client lifecycle CRM consolidating coverage, onboarding, and product data for a global client account services organization — replacing 15 enterprise Salesforce licenses. Designed a smart KYC intake integrated with client onboarding for a cross-border payments platform.

Best fit for: institutions whose growth has outrun their onboarding and coverage infrastructure.

Treasury & Settlement Operations

We modernize treasury workflows, correspondent banking arrangements, and settlement operations — including hybrid fiat and digital-asset flows. Our work spans treasury automation, liquidity and cash optimization, and centralized cross-market reporting.

Representative work: Delivered a full operational transformation for a LATAM remittance platform in four months — automated treasury, established fiat and digital-asset correspondent banking, and harmonized reporting across all markets. The transformation eliminated key-person risk and enabled a $15M strategic sale.

Best fit for: payments platforms, remittance businesses, and NBFIs scaling across borders or integrating digital-asset rails.

Market Infrastructure & Exchange Advisory

We advise exchanges and market operators on cross-listing architecture, custody infrastructure, technology modernization, and issuer strategy — grounded in direct experience with custody, IPA, and escrow products across LATAM institutional markets.

Representative work: Authored the strategic framework for a frontier-market securities exchange’s international quotation segment — covering cross-listing architecture, custody infrastructure, and ETF issuer strategy — presented to the executive committee with a projected 4–8x trading volume uplift on a $344M annualized base, including a proposed U.S. development-finance funding pathway.

Best fit for: exchanges and market-infrastructure operators building international segments or modernizing post-trade operations.

Executive Reporting & Decision Support

We translate multi-workstream operational data into decision-ready intelligence for COO and Treasurer sponsors — dashboards, KPI frameworks, and workflow reporting that make risk, status, and trade-offs legible at the executive level.

Best fit for: leadership teams managing complex operational programs without clear line of sight.

Why RSS

Operator credibility. Advice from someone who has owned the book — institutional client coverage, escalation resolution, and P&L growth at global banks, not slideware.

LATAM depth. Native Spanish, established relationships, and direct coverage experience across the region’s major markets.

Build, not just advise. Every engagement above includes implementation. We stay until it works.

VOSB certified. SBA-certified Veteran-Owned Small Business — eligible for federal and corporate supplier-diversity programs.