CRM Transformation
"Strengthening customer relationships and helping to elevate customers to the Core of Your Business"

Karllestone focuses on providing a comprehensive range of services for portfolio management (PMS), advisory and sales processes, customer relationship (CRM), compliance, risk, and analytics.

Acquiring the right customers is an expensive proposition, and serving those customers well is the foundation of any company. Leading value-creators focus their entire organization - from the senior managers to their front-line workforce - on winning customer loyalty, customer servicing, retention,  and converting loyal customers into advocates.

Our CRM Scorecard is a robust and comprehensive tool which assist companies in understanding organizational effectiveness and how the focus on the customer with a holistic view.

Financial services companies compete in a flat world where, more than ever before, competitors are intense, customers are savvier and the market place is less forgiving. Banks, insurers and capital markets companies must perform at the highest levels so they can create sustainable value for their customers and shareholders. We help move clients forward in every part of their businesses with our expertise in financial services consulting, technology and outsourcing.
 
Banking
Karllestone's dedicated banking professionals help banks consolidate, rationalize and automate to outperform competitors  by driving forward with our high powered performance analytics processes.

Private Banking and Wealth Management
- Strategy and Business Engineering
- Legal and Regulatory- KYC
- Credit Risk Management
- IAM, RM, RIA Relationship Management Training
- Pipeline Management
- Client Reporting
- Mass Affluent, HNW and Ultra HNW Segmentation
- Technology
- Client and Account Opening Process
- Reporting and Account Aggregation

Capital Markets
We help capital markets leaders achieve operational excellence and differentiation, setting them on the road to high performance.

Fixed Income and Equity Trading Systems
DMA ( Direct Market Access ) Trading
Front and Back-office Integration
Cash Equities
Pre-Trade and Post Trade Processes
Compliance

Risk Management
Credit Risk Management
Market Risk


BPO
Business Process Outsourcing

Insurance
Karllestone helps insurers achieve high performance to deliver quality products at low cost, enabling market differentiation without back-office complexity.

Asset and Investment Management

Trading Systems
Front-Middle-and Back-Office
OMS
Client Management and Asset Servicing
Exception Management
Corporate Actions

Mutual Funds

Retail and Pharma and Bio Tech Services

Treasury and Risk Management

Enterprise Risk and Compliance
Help transform risk and compliance mandates into opportunities.

Organizational Effectiveness and Change Management