Services - Carpenter Operations Group

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Carpenter Operations Group strives to bring deep operational insight to every engagement providing client firms with valuable solutions and advice to support their strategic goals and conquer their business challenges.

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About
Consulting
Contact

What We Do

Financial Service Firms

(Registered Investment Advisors, Broker/Dealers, Bank Trust Companies)

Business Strategy – Operational Readiness, Impact, Staffing Needs
Product Development and Roll-Out Planning
Process Evaluation / Reengineering and Best Practices
Risk Assessments / Risk Management Best Practices
Compliance Reviews
Vendor/Systems Assessments, Evaluation and Selection
Transition & Conversion Planning
Mergers & Acquisition Operational Due Diligence & Transition Planning

Vendors

Client Experience Review
Vendor/Channel Partner Programs
Enhancement Requirements Development and Testing
Sales Support: Pre-sales – Analysis, TCO Cost Benefit, Project Estimates, Gap Analysis, Implementation
Client Onboarding Plan Development & Management, Resource Plan, Data Review/Validation, Process Development, Testing, Training and Roll-out Plans, Post Implementation Reviews
Contract Compliance

How Can We Help?

Carpenter Operations Group strives to bring deep operational insight to every engagement providing client firms with valuable solutions and advice to support their strategic goals and conquer their business challenges.

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