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Strategic Solutions for Financial Services

Beyond the Arc has extensive experience serving financial institutions. Our consultants have a track record of successfully managing change associated with major corporate initiatives and mergers in the industry. Project highlights include:

 

Wells Fargo

For CEO-level initiatives, we designed and implemented communication strategies including websites, workshops, customer correspondence and merger communications to help increase satisfaction levels and consistency across the enterprise.

We've also helped develop and implement complex data analytics models and text mining for Voice of the Customer programs.

 

Dun & Bradstreet

Assessed the impact of key marketplace conditions and recommended strategic transactions to best position the company to meet customer needs in the future.

Hedge Funds & Private Equity

Provided industry analysis and insights to over 20 multibillion-dollar investment companies with holdings in media/entertainment, digital media, semiconductor, and other industries.

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Our consultants have worked with:

Bank of New Zealand
CSAA
Denali Bank

Dun & Bradstreet

First Republic Bancorp
GE Capital

Visa
Wells Fargo & Company

 

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1.877.676.3743  .  San Francisco . Silicon Valley . Los Angeles . Seattle  .  Sitemap

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