Management & Technology Consulting

Strategic Portfolio Planning

Our clients are pressed to make difficult investment trade off decisions. What projects will deliver the highest business benefit?  Are the cost estimates realistic?  Do we have the appropriate resources?  We help our clients identify a set of strategic options.  Then we quickly analyze and prioritize those options, determine the most appropriate business and operating model, and develop a road map to reach the agreed goals swiftly and effectively.  In addition, we help develop the tracking and measurement solutions needed for our clients to ensure that the planned results – are achieved.  

Business & Technology Architecture

Many financial services companies are struggling with costly core systems, hard to support business processes, and outdated architectures.  We help our clients develop a blueprint and roadmap that allows them to better align application, middleware, and infrastructure investments in order to support their long-term business strategy.

Business Intelligence & Data Management

Too much data?  Not enough insight?  From data architecture, quality and cleansing to data governance, software selection and real-time analysis & reporting, we design, develop and test state-of-the-art information systems for converting data into intelligence that improve decision making,  regulatory compliance, and customer service.  We help our clients make informed decisions faster on their most pressing business priorities by providing the right data at the right time to the right people.  

M&A Planning & Integration

We provide our clients with the proven experience they need as an acquisition moves from pre-deal (due diligence) into post-deal Integration.  Our assets, proven practices, and industry expertise enable our clients to accelerate their mobilization, planning, and implementation activities while ensuring a high quality integration.  We supply the M&A strategy advice, communication planning, implementation planning, organization change management, and risk management expertise to ensure alignment between the client’s M&A efforts and long-term business and technology goals.  

Optimization & Cost Efficiency

Financial services institutions constantly seek ways to optimize their business and technology organizations to deal with the changing business and regulatory landscape as well as fund strategic initiatives.  We help our clients identify ways to improve business unit productivity, lower technology costs, and streamline operations. We bring the tools, business and technology experience to quickly assess your application portfolio and business processes to identify a prioritized list of opportunities.  We then lay out a set of actionable recommendations for optimizing your business and IT investments that are both attainable and sustainable. 

Marketing & Customer Experience

Looking to better anticipate customer needs and deliver the “right” customer experience?   We help financial services firms define and implement solutions to acquire, retain, and build stronger relationships with their customers.  We have the assets and expertise to help you develop a customer management strategy and roadmap, align investments to optimize service and cost, and select the most appropriate software solutions to deliver business results. 

Process Improvement/Six Sigma/Lean

Our clients are continually looking for opportunities to improve their existing business and operational structures – before, or in conjunction with, a major transformation effort.  We bring an end-to-end, process-based approach to Process Improvement (including Six Sigma & Hoshin) that allows our clients to:

• Improve existing business and operational structures – before, or in conjunction with, a major transformation effort
• Simplify core business and technology processes
• Streamline operations to reduce costs
• Strategically grow critical capabilities

Additionally, CG consultants have played leadership roles in the deployment of Six Sigma Green and Black Belt capabilities and the planning and delivery of program components in Six Sigma organizations.