Consulting Services for the Financial Industry

Consulting Services for the Financial Industry

From Business & Technical Strategies and New Business Development to Evaluation Services and Systems Integrations/Conversions, as well as a myriad of additional competencies, our team is able to respond to your changing and evolving needs.

Dedicated to your long term success in the challenging and changing financial industry and building on the trust we’ve earned over the years; CFS is an elite team of former financial services executives well versed at managing multimillion dollar projects for the world’s most respected financial institutions.

Together with our highly educated and experienced staff, whose backgrounds include deep knowledge and experience in the financial services industry, we understand that your single greatest objective is to have your consulting resources hit the ground running and bring effective knowledge, progress and completion to your projects or initiatives.

Though we adhere to traditional values, we are a lean, agile and aggressive company focused on the future.

  • Financial Consulting Services Aside

    The CFS pool of talent includes business veterans with expertise across varying disciplines and financial services functions. Our staff brings knowledge from practical experience, not academic application:

    • Subject Matter Experts ~ Financial Industry
    • Experienced Technology Resources
    • PMO/Project Managers
    • Business/Systems Analysts
    • Compliance experts well versed in exchange and SEC regulation
    • Quality Assurance/Testing experts
    • Technical Writers
    • Part-time CTO/CCO/COO/CFO