HEARTROOT ADVISORY { heart led <> head led }

Both sides of the table.

Most advisors have helped open markets, or delivered into them. The work I do requires having done both.

Ashok Menon

I am Ashok Menon, founder of HeartRoot Advisory. Thirty-seven years in global digital transformation across banking and financial services, working across end clients, startup leadership teams, top-tier global system integrators, SMEs and technology specialists. That range matters: I have built practices inside large SI organisations and advised founders running very small ones.

Since 2018 I have worked independently, providing consulting, strategy and execution oversight to SMEs and fintechs in the BFS domain. Since 2024 my focus has been strategic initiatives into the US mid-market banking segment, leading partnerships, presales and marketing practices. That is the corridor HeartRoot works today: primarily Asia-Pacific into the United States, and selectively the other way.

Across both large SI organisations and small founder led firms, my work was hands on: solutioning and delivering onsite at the client, in their market. Opening Germany and Japan, and building the partnership channels in the US and Australia, meant being in those rooms rather than managing them remotely.

Alongside HeartRoot I run ERMG Consulting, an enterprise risk advisory practice working with banks and financial institutions. That matters here. The risk function is where your deal is actually decided, and I spend a good part of my working life inside it.

United StatesEuropeMiddle EastJapanAustraliaIndia
Where the experience comes from Six markets across four continents. Markets I have opened, and markets I have delivered into. My advisory focus today is the United States, but the pattern was learned in all of them.
  • India
  • United States
  • Japan
  • Australia
  • Middle East
  • Europe

Opened the market

  • Built lasting client relationships and vendor partnerships in the US mid-market, leading to significant growth.
  • Opened the BFS footprint in Germany and Japan, a key player in realising sales of enterprise financial solutions.
  • Established partnership channels in the US and Australia that contributed significantly to scaling the business.
  • Led presales and solution consulting, running discovery workshops that produced high win rates on multi-million-dollar engagements.

Also delivered it

  • Grew global market footprints and delivered enterprise builds through to production in record time.
  • Carried delivery-led growth P&L accountability for a portfolio of leading BFS organisations.
  • Delivered complex transformation programmes for large financial institutions worldwide, recognised multiple times by client CxOs.
  • Advised and mentored a cohort of SMEs on digital transformation and cloud adoption.

Reach

years
markets
continents
CxO relationships

Markets: India, United States, Japan, Australia, Middle East, Europe.

Organisations: Hexaware, Dimension Data, LTIMindtree, Tech Mahindra, Go-Live Faster, LaunchPad - Western Sydney University Business Incubator.