01
Modernize legacy technology
Replace or evolve legacy platforms without disrupting day-to-day operations.
Business outcomes
What clients achieve, in plain English.
Every engagement is anchored to a business result — not a technology deliverable. These are the outcomes leaders most often ask us to help unlock.
02
Apply AI with confidence
Turn AI experiments into measurable improvements in decisions, productivity and customer engagement.
03
Grow customer engagement
Increase retention, repeat purchase and lifetime value through better loyalty, CRM and journeys.
04
Connect fragmented systems
Integrate CRM, loyalty, payments, POS and data into seamless digital experiences.
05
Accelerate digital delivery
Reduce technology complexity and delivery risk so change lands faster and more predictably.
06
Turn ideas into products
Move from concept to prototype to practical, AI-enabled solution with a clear business case.
Senior, independent thinking across strategy, technology and delivery — without vendor lock-in. Built for leaders who need clear direction before committing budget, choosing platforms or launching AI and modernization work.
Services
Solve real business problems.
Each service leads with the business outcome, then explains how we get there — combining strategy, enterprise architecture, applied AI and delivery governance across the customer technology stack.
01
Loyalty & Customer Engagement
Turn occasional customers into long-term relationships. Loyalty propositions, lifecycle journeys and CRM operating models designed around real customer value.
Explore service →02
Applied AI & Personalization
Move beyond AI experiments and create measurable business outcomes. Practical AI use cases, decisioning and personalization that improve customer engagement, productivity and decision quality.
Explore service →03
Enterprise Architecture & Integration
Modernize legacy platforms without disrupting operations. Enterprise architecture, API and integration strategy that connect fragmented systems and reduce delivery risk.
Explore service →04
Product Strategy & Digital Innovation
Turn ideas into practical products. Opportunity framing, MVP definition, business cases and prioritised roadmaps that give delivery teams a defensible starting point.
Explore service →05
Delivery Governance & Transformation
Accelerate digital delivery. Programme structure, stakeholder alignment, dependency management and decision support that keep complex transformations moving.
Explore service →06
Commercial Readiness & Positioning
Sharpen your proposition. Positioning, evidence and pitch materials that translate the strength of your offer into a credible commercial narrative.
Explore service →Who we help
Practical outcomes for ambitious organisations.
Real estate & property services
Grow customer engagement and referrals through better lead follow-up, CRM discipline and local digital journeys.
Financial & advisory services
Improve customer onboarding, retention and lifetime value with compliant, well-designed relationship journeys.
Retail, hospitality & local services
Turn occasional visitors into repeat customers through loyalty, offers, customer data and practical digital operations.
Founder-led digital ventures
Move from idea to investable product with sharper strategy, MVP scope, platform choices and practical AI use cases.
Innovation portfolio
From strategy to concept, prototype and practical solution.
Examples of applied thinking and human-centred innovation — showing how loyalty, AI, customer engagement and digital product ideas move from concept to working prototype and, ultimately, to practical solutions clients can build on.
PrototypeLOY-X
AI-assisted loyalty and customer engagement platform focused on personalization, journeys, rewards and customer value.
View concept →
PrototypeIO Recipe
AI-powered recipe, meal planning and food commerce platform developed as part of MIT xPRO AI studies.
View concept →
In DesignAI Advisory Agents
Concept for AI-assisted assessment agents capable of reviewing business artefacts, documents and transformation initiatives.
Coming soon
ResearchDigital Trust Layer
Research concept for a verified communication and identity framework designed to reduce fraud, spoofing and phishing.
Coming soonApproach
Clear, practical, evidence-led.
Engagements can start with a focused advisory review, a discovery workshop, or a structured roadmap exercise. Outputs are designed to be useful immediately - decision papers, capability maps, prioritised backlogs, vendor questions, implementation risks, and measurable next steps.
- 01
Clarify
Define the customer, business and technology problem.
- 02
Assess
Review current journeys, data, platforms, vendors and constraints.
- 03
Shape
Design realistic options, roadmap, governance and success metrics.
- 04
Enable
Support decisions, delivery alignment and stakeholder communication.
About
Founder & Principal Advisor
Tamas Szabo
Independent advisor with 20+ years across customer platforms, loyalty, CRM, payments, product strategy, platform integrations and enterprise transformation.
The work is independent, practical and execution-focused: designed to bridge business strategy, product thinking and technology delivery, and to leave leaders with decisions they can defend and roadmaps they can actually execute.
Experience includes
- Digital loyalty ecosystems
- CRM and customer data platforms
- Payments and POS ecosystems
- Product strategy and roadmap development
- Platform integration programmes
- Large-scale transformation initiatives
- AI product and modernization initiatives
Professional development
- MIT xPRO - Designing and Building AI Products and Services
- Stanford Product Management Certificate
- Extensive enterprise architecture, digital transformation and customer platform experience
Insights
Notes on loyalty, CRM, AI and customer platforms.
Short perspectives written for executives and senior product leaders. Articles are in development and will be published progressively.
- 01In preparation
Why Loyalty Programmes Fail
Most loyalty programmes underperform not because of mechanics, but because the underlying customer and commercial strategy was never clearly defined.
- 02In preparation
CRM Before Technology
Strong CRM outcomes start with operating model, data discipline and decision logic - long before a platform decision is made.
- 03In preparation
AI in Customer Engagement
Where AI genuinely improves customer engagement, and where it adds cost and risk without proportional value.
- 04In preparation
Building Practical Personalization
A pragmatic view on personalization: prioritised use cases, decisioning, content supply and measurement that actually holds up in production.
Contact
Turn ideas into outcomes.
Share a short description of the challenge or opportunity you'd like to solve — from modernising a legacy platform to applying AI, connecting systems or growing customer engagement. Initial conversations are confidential and obligation-free.
Direct: contact@szaboadvisory.com
Response within 1 to 2 business days
Advisory services are provided independently. Szabo Advisory is not affiliated with, endorsed by, or acting on behalf of any current or former employer, client, technology vendor, platform provider, or commercial organization referenced in professional experience. Industry examples on this website are illustrative and do not imply an existing client relationship.