Proven Results For A Changing Economy

Our business consulting practice leaders and strategists are well seasoned; many have more than 20 years of related experience. Having worked for some of the leading fintech and financial services organizations around the world on numerous engagements, our consultants possess strong process knowledge and extensive experience in deploying solutions to deliver on your business goals and objectives.

By combining detailed process knowledge with extensive experience of top industry applications in Digital Transformation, Sales and Service, Marketing, Analytics, MDM and Customer Relationship Management, we can help you design a customer management strategy and road map; select the best software or vendor for your current and future requirements; and assist with the successful implementation of these solutions to achieve business growth, revenue and profits.

Equally important, we convert these strategic insights into realistic business and project plans that address current challenges and needs, as well as future opportunities. We partner with the business and technology stakeholders and lead the teams in the successful delivery of these plans.

Key services that we offer include:

• • Customer and Associate Experience Improvement. Customer/Associate-experience management reviews and roadmap, including CRM/SCRM strategy and consulting, eCRM and sales & service optimization.
• • CRM Roadmap and Strategy. Enterprise CRM process-blueprinting and roadmaps; multi-system integration and harmonization roadmaps; product evaluation; and vendor selection
• • Master Data Management: MDM Systems Assessment, Design and Improvement MDM business strategy, data governance and stewardship strategy, as well as Center of Excellence training
• • Organizational Change Management. Organizational change-management planning and execution

“They provided us with strategy and industry insights in online banking and branch renewal, including helping us navigate the vendor marketing place to solution selection. Their strategy was rooted in the implementation knowledge and experience their firm had in also becoming a key partner in the implementations of these vendor solutions. They didn’t just provide a PowerPoint document of what we should do, they then rolled up their sleeves and helped us get it done!”
– EVP, super-regional financial services institution