As experts in Project Management and Facilitation we provide executive level clients with the following services:
Project Management
- Vendor Selection and Implementation
- Process Design and Improvement
Development of start-up policies, procedures and practices
Computer conversions with minimal consumer impact
Best Practice Reviews
- Retail
- Commercial Lending
- Small Business Lending
- Residential and Consumer Lending
- Project Office
Development and implementation of IT Regulatory Requirements:
Ascertainment of vendor solvency and operational adequacy
Vendor and third-party negotiations
Institution of risk assessment programs
Product Management
- Product placement and strategic planning
- Product legal, regulatory and competitive environment assessments
- Profitability and pricing of product and service lines
- New and retentive business development
- Development of portfolio risk management procedures and practices
We work exclusively with clients in the financial services industry and clients which support the financial services industry.
We are a Massachusetts Supplier Diversity Office certified Women Business Enterprise, an associate member of Massachusetts Bankers Association and a member of the Project Management Institute.