Financial Services / FinTech Consulting Firm

Strategic Advisory and Operating Management services expertise

Strategic Advisory

Achieving Performance Excellence

Customer Communications Practice

Achieving World Class Customer Experience


Technology

Lead Complex Transformations

Core Consulting Services

Transform growth in the private equity markets

Why C&A Consulting?

Discover Our Expertise

C&A Consulting is a transformation consulting agency advising on management and operating issues faced by financial services firms. Our consultants work with clients to inform their strategy and execution with specialized expertise to improve platform and process solutions and capabilities to enhance top line revenue and operating margin growth.

With an average of 30-35 years in financial services, each of our senior team members combines the forward-thinking vision needed for competitive differentiation with the practical solutions demanded of seasoned executives, and now SME-based consultants. This expertise cuts across many financial services businesses as well as the major component areas of their operating models – operations, revenue/product mixes and costing models, operational risk management, technology, finance – with which C&A’s leaders have guided transformational change for clients, core businesses, and the industry itself. Our coverage areas include a mix of not only deep platform/operating experience, but also a strong infusion of both pioneering industry changes to collaborative partnerships with many of the leading vendors that support the industry today.

We welcome the opportunity to bring our depth and breadth of expertise to your firms and the chance to add value to your strategies, programs and efforts.

Practice Areas

Strategic Advisory

Achieving Performance Excellence
Our strategic consulting practice provides strategic financial markets operating structure consulting and advisory services to help firms and public sector organizations/agencies enhance their competitive operating and market stance. Learn More. Read Case Study.

Customer Communications

World Class Customer Experience

In the customer communications management (CCM) practice, our consultants have extremely deep and broad spectrum of experience  — having pioneered, developed, and managed some of the now current technology and services that are supporting the industry today.  Learn More. Read Case Study.

Technology

Lead complex transformations
C&A excels in leading complex strategic transformations, with equal capacity to effectively guide tactical baseline assignments.  Our experience enables clients to gain a ‘time to market’ advantage in moving from concept to execution safely and methodically.  Learn More. Read Case Study.

Core Consulting Services

Transform Core Operations & Controls
Our experience, serving in various C-level proxy roles in core consulting assignments, and oversight and governance, to enable adoption and implementation of best practices. We also design investment processing systems  and alternative investments portfolios.  Learn More. Read Case Study.