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Carpenter Operations Group

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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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

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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