TurtleBay Advisory Services

Making your business objectives reality

Knowledge. Experience. Methodologies. Technology.

TurtleBay Advisory Services (TBAS), founded in 2011 by Joseph A. Rossi, is an advisory firm specializing in Business and Technology Transformation. Our team of Subject Matter Experts has extensive years of practical and relevant experience in operations, technology, accounting, and risk management. Our history is one of managing large-scale change for complex financial institutions and applying that expertise and know how to small and mid-sized institutions. FSO Knowledge Xchange was acquired by TBAS in 2012 due to the fact that Industry executives rely on the FSOkx Knowledge Center to improve their business, develop strategies, and succeed in a dynamic and challenging economic and regulatory environment. Our combined value proposition is to recognize the value of high standards to create a cost efficient strategy for our customers. That is how TBAS differentiates ourselves from our competitors.

We are also very proud to be an approved contractor for the U.S. Government’s General Services Administration (GSA) and an Oracle gold OPN member.

FSO Knowledge Xchange

Focused Intelligence in Financial Services

A Division of TurtleBay Advisory Services

FSO Knowledge Xchange is a global research and information hub that has been providing insights to the banking, insurance, and capital markets industry for almost 20 years. FSOkx’s highly-regarded financial service industry rapport and research delivers targeted analysis of market trends, industry gaps, and product roadmaps that ensure growth strategies meet objectives. FSO Knowledge Xchange also offers a variety of integrated marketing services including live networking events, webinars, roundtables, market research, qualification of sales leads, creation of custom content, and press release distributions that empower our clients to reach senior executives at financial services firms in a strategic effort to close more business.

Affiliated Business