Services

Business Advisory Services

 

Our experienced Consulting Team provides the following services to Financial Service Providers:

Planning 

  • Business Plan Development
  • Strategic Alliance Identification and Assessment
  • Risk Assessments and Mitigation (Strategy / Operation / Project)

Strategy Development 

  • Market Research and Competitive Intelligence
  • Developing, Defining and Aligning Competitive Advantage
  • Strategic Planning
  • Innovative and Practical Solution Development
  • Strategy Implementation

Financial 

  • Modeling
  • Analysis
  • Expense Management
  • Decision Support

Distribution 

  • Positioning
  • Multi Channel – Call Center / Face to Face / Electronic
  • Compensation / Awards

Product Development 

  • Positioning
  • New Product Innovations
  • Market Sizing and Need Analysis
  • Manufacturing / Outsourcing / Strategic Alliance Analysis
  • Compliance Analysis

Marketing 

  • Business to Business Acquisition Strategy Development
  • Business to Consumer Strategy Development
  • Market Segmentation

Strategic Alliance Partnerships 

  • Identification, Assessment and Exit Strategy Development
  • Contracting
  • Operations and Inter-Company Strategic Alliance Management

Stewardship  

  • Good steward of your brand
  • Share profits with non-profit organizations supporting independent living solutions for developmentally and mentally disabled individuals