STRATEGY
Market, Industry & Competitive Analysis
Strategy Formulation
Product/Program Development & Strategy
Value Extraction
Core Competency Analysis
OPERATIONAL EXCELLENCE
Process Improvement/Design
Startup/Operational Build
Systems/Policies/Procedures
Crisis Management, Business Resumption, Disaster Recovery
Portfolio Performance
Vendor Management
Campaign Management
Operational
Reporting/KPIs/Dashboards
RISK
QC Strategy/Lines of Defense
Enterprise Risk Management/ Risk & Control Self Assessment/ Compliance Management
Change Management
TECHNOLOGY STRATEGY/DIGITAL TRANSFORMATION
Digital Roadmap
Use Cases with ROI
AI/ML/ Generative AI
Project/Program Management
Solution Architecture
Data Architecture
Industry Solutions Knowledge
Conversions
BOARD GOVERNANCE
Board Operations and Reporting Structure
Board Oversight and Operations
Excellence in Governance
Board Skills Assessment / Performance Management
Founders Board to Fiduciary Board
REGULATORY/AUDIT
Pre-Audit Materials Preparation/ Decks & Narratives
Audit Tools /Techniques / Preparedness Assessments
Automation/Dashboard
Audit Findings Resolution Monitoring & Closure
SERVICING/LENDING
Customer Service/Journey (Web, Chat, Voice, IVR Touchpoints)
Collections
Cash/Payment Processing/ Remittance
Loan Administration
Client Relations
Foreclosure, BK, Real Estate Owned
Loss Mitigation
Claims
Origination Process Design
Origination/Servicing Systems & Platforms
TALENT MANAGEMENT
Succession Planning
Engagement Programs
DE&I
Talent Retention
Coaching & Mentoring