We helped an insurance and recordkeeping firm understand, plan, and accomplish an acquisition integration of their business models and services.
Case Study: Acquisition Integration
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Case Study: An Operational Assessment
Our industry comparison and operational assessment yielded recommendations for core process costs, quality, resource, and IT utilization.
Case Study: Business Strategy
A Program Healthcheck was deployed with advanced business strategy tactics to migrate multiple platforms to two central processing units.
Case Study: Retirement Plan Market MVO
We expertly completed a mid-to-large plan market Minimum Viable Offering (MVO) assessment for our client, a Defined Contribution recordkeeper.