Real estate & property services
Lead capture, client follow-up, referral journeys, CRM discipline and local digital growth.
Positioning
Senior product, AI and technology thinking, without vendor lock-in.
Built for leaders who need clear direction before committing budget, selecting platforms, reshaping customer journeys, or launching AI and modernization work. The focus is practical: clarify the opportunity, reduce delivery risk, and produce a roadmap that can actually be executed.
Services
Where Szabo Advisory can help.
Six focused practice areas, delivered as advisory engagements - discovery, strategy, AI guidance, governance and decision support across the customer technology stack.
01
Loyalty & CRM Strategy
Customer lifecycle design, loyalty propositions, CRM operating models, segmentation and engagement strategy.
Explore service →02
AI-enabled Personalization
Recommendation strategies, customer insights, decision support, next-best-action and analytics-driven personalization.
Explore service →03
Platform & Integration Advisory
Platform assessment, architecture, integrations, payments, POS and implementation planning.
Explore service →04
Product Discovery & Roadmap
Opportunity assessment, business cases, MVP definition, prioritization and delivery planning.
Explore service →05
Delivery Governance
Programme structure, stakeholder alignment, dependency management and risk reduction.
Explore service →06
Commercial Readiness
Positioning, proposition design, evidence gathering, pitch materials and execution planning.
Explore service →Example use cases
Focused support for small and mid-sized organizations.
Financial & advisory services
Customer onboarding, retention journeys, compliant workflows and measurable relationship management.
Retail, hospitality & local services
Loyalty mechanics, repeat-purchase journeys, offers, customer data and practical digital operations.
Founder-led digital ventures
Product strategy, MVP scoping, platform choices, AI use cases and investor-ready execution narratives.
Applied AI & Innovation
Selected concepts and applied AI initiatives.
Prototypes and research exploring customer engagement, loyalty, digital commerce and enterprise transformation - developed independently by Szabo Advisory.
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
Discuss a loyalty, CRM, AI or platform opportunity.
Share a short description of the business challenge or opportunity. 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.