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“Tom has worked with my firm and our clients on many assignments. He has a wealth of knowledge about the investment business, rolls up his sleeves and helps get the real work done, and he is a pleasure to work with. If you are looking for an investments expert to help your firm or assist your team, you won't find one better than Tom.”

—Mary Beth Sullivan
Managing Partner
Capital Performance Group

Process Improvement

Why This is Important to You

How you design and execute your business processes largely defines your wealth management offering, creating one of your most important competitive differentiators.

Your processes ultimately create the framework for controlling your client and employees’ experiences, which in turn emerges as your internal and external persona; your corporate image.

Ours is an industry of dynamic change and innovation. Never has the pace of change been so dizzying, as practices of all sizes scramble to respond to the most severe economic crisis in generations.

Those processes that may have been adequate previously, can quickly lag behind in the “New Normal”. Without a constant process review and improvement effort, wealth management firms risk giving up market share, scalability, cost savings and most importantly, risk losing control of maintaining meaningful and enduring competitive distinction.

How We Work With You

We work with you to develop a systematic, disciplined approach to review and improve processes on multiple fronts. Your framework of processes, like the various systems in an automobile, have little value on their own, however, when effectively engineered and combined they seamlessly take the user from one point to another. We help you ensure that your engineering is sound and that each critical component works together to drive efficiency, scalability and customer satisfaction.

Process Improvement for Banks
  • We introduce you to systems and technologies that improve workflow efficiencies by standardizing and centralizing processes
  • We help you make more effective use of existing technology
  • We help you deepen relationships, enhance sales performance, and control the client experience
  • We help you enhance management tools and reporting metrics to more effectively measure and manage productivity and service on a continuous basis
  • We help you identify vendors, evaluate the applicability of their offering to your situation and negotiate the most advantageous pricing and terms.

What This Means For You

  • Heightened scalability -- positioning you for future growth with improved margins
  • Deeper, more profitable client relationship and less employee turnover
  • More effective management
  • Cost savings and increased efficiencies, leading to a stronger bottom line
  • Reduced errors, fewer compliance issues and cleaner audits
  • Competitive distinction and greater control over the client experience resulting in improved market share and shareholder value.

Who Will Help You

Kane Carlton is a consortium of the best and brightest talent in the wealth management industry. This confederation of seasoned professionals combines decades of practical experience in highly specialized disciplines with a no-nonsense, innovative, results-driven focus on a singular mission - to help you.

Tom Kane

Thomas C. Kane, Founder and Chief Transformation Strategist

Learn more about Tom and how his 35 years of practical experience in financial services can help you.

 

 

 

Henry Moreault, Wealth Industry Advisor

Henry D. Morneault, Consulting Associate
Operations Strategist and Transition Expert

Learn more about Henry and how his two decades of specialized knowledge can help you.

 

 

Why Kane Carlton

We help our wealth management clients make informed decisions by providing them with research, competitive intelligence, best practices and innovative, objective solutions designed to reduce costs, increase revenue and stay competitive. Yet, unlike pure consulting we pride ourselves on being on the field and in the game with you, focusing on implementing the work product we create.

We understand that the thin line separating a flourishing career from unemployment and a thriving franchise from a failed business is a combination of the decisions you make. So make your first decision the right decision—decide Kane Carlton.

Learn more about our firm and how we help advisors and advisory practices optimize results in the delivery of wealth management products and services.

Who We Have Helped

See a partial list of people and firms that we have helped.

Where You Begin