Case Studies

Strategy

• Advised a $30 billion investment firm on strategies and technology improvements for future growth. Details ...
• Helped one of the nation's largest insurers take advantage of the effect of HSA's on their business. Details ...
• Developed a strategic plan for a regional brokerage firm. Details ...
• Created a revolutionary Private Client Group to better serve and cross-sell wealthy clients. Details ...
• Developed a de-novo brokerage operation to take advantage of existing relationships. Details ...

Sales & Marketing

• Developed an improved CRM system for one of the world's largest investment banks. Details ...
• Created a world-class direct bank to increase bank product sales while lowering costs. Details ...
• Developed a results-oriented customer relationship management (CRM) system. Details ...

Operations

• Helped one of the world's oldest and most successful financial institutions assess its operational risk. Details ...
• Developed a project management office (PMO) to effectively manage operational and technology projects for a large investment bank. Details ...
• Integrated non-branch delivery channels for better customers sales and service. Details ...