Financial Services

Our work in the financial services industry has focused on organizational structures for investment banks, brokerage firms and asset managers. We look to build human capital and operational efficiency for firms committed to high sales performance.

While financial services firms have an affinity for and hire graduates with strong team sports backgrounds, many have difficulty reinforcing that team approach in generating long-term value. Too often, what might be a great combination of complementary skills isn't realized. And, while a transaction may depend on one or two key relationships, success is not possible without a capable team with strong, sustainable synergies. We work with firms to promote esprit de corps and shared effort and to support these values through compensation, ownership and other reward structures.

Our work with asset managers is focused on optimizing back office functions including accounting and reconciliation, billing, research contracts, regulatory filings and portfolio management software technology. We have overseen numerous data migrations.

Our financial services' consulting includes work in strategy, turnarounds, restructurings, corporate development, marketing, finance, accounting and human resources, and technology.

In addition, our work includes specialized services:

• Organizational strategy.
• Compensation strategy.
• Management coaching.
• Executive transition.
• Inside sales.
• Employee benefit and stock ownership strategy.

To find out more about our work in this industry, please contact us.