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We've helped large Investment Banks improve credit operations, risk management, and mutual fund pricing. We've helped with technology adoption, organization design, and change management for top Insurance clients and real estate firms. We've developed Finance training for Consumer banks and Finance departments, and customer education for credit unions. Highlighted below are some of these experiences:

Banking, Securities & Capital Markets

  • National Investment Bank - Performance Consulting and End-user Support for Daily Mutual Fund Pricing process re-engineering

  • National Consumer Bank - Finance Training - Front End Program/Systems Training

  • Commercial Lending & Insurance - Change Management and Training program supporting Credit Operations and Risk Management re-engineering


  • Life Insurance Communications and End-User Support for Policy Administration and Billing system

  • Property & Casualty Insurance - Organization and Job Design for process re-engineering of Claims department

Real Estate

  • Real Estate Leasing Company - Change Management & Training Strategy for ERP Implementation



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