What we do

We work with large organizations to get them off on the right course. Our services in this area help clients to: Develop practical strategies that directly support their organization’s vision and objectives Align their organization with their strategic agenda Develop strategic plans that are executable within the organization’s constraints Innovate with new ways to do business We produce real, measurable results for our clients. In fact, we guarantee it. Working with KarlleStone will change the way you think about consulting. Our approach is a little more evolved. We hire only experienced management and technology consultants. You don’t pay for on-the-job training. We already know the difference between process and success.

Karllestone consultants don’t presume to have all the answers before we’ve carefully considered the energy, expertise, and perspective you’ve already invested in your business. Our team will collaborate with you to identify real, actionable solutions that work in concert with your organization.

We’re here to improve and help you grow your business, not recast it into any predetermined mold.

Our key areas of expertise include:

Wealth Management, Private Banking & CRM (Customer Relationship Management)
Financial Services and Operations
CRM Strategy and  Consulting
Client On-boarding
CRM Barometer and Scorecard
SalesForce Automation
Processes and Structures
Business Model Execution
Wealth Advisor/Relationship Manager Questionaire

Retail and Consumer Services

Life Sciences and Pharma

Strategy and Advisory
Strategic Planning & Implementation
Enterprise Performance Management
Business Engineering
Integration Front, Middle and Back office for financial services
Outsourcing & Shared Services
Organizational Strategy Strategic Leadership
Strategic Planning
Market Entry Strategy
Investment Strategy
Due Diligence
Strategic Risk Management

Operations and Focused Service Offerings
Operational Strategy
Process & Performance Improvement
Cross Sales Analytics
Operational Reviews

Information Technology - Service and Solution Delivery
Capability Maturity Model
Strategy and IT Scorecard
Infrastructure, Architecture & Design
Data Integration
Workflow Automation (Straight Through Processing)
Application Integration
Sourcing Solution Planning & Integration
Vendor Selection and  Alignment
Business Intelligence, Metrics &
Information Management
Infrastructure ( SaaS, PaaS, IaaS)
Cloud Computing
Grid Computing
   
Execution
Program Delivery & Project Management
Change Management
Prince 2  Framework & PMI Standard

Capability Framework Model

For a general overview on the Financial Services, please see: Execution, Strategy, Information Technology