Strategic Planning

Strategic planning is complex, and to remain agile in the dynamic financial services industry, contemporary business programs should include elements of future planning, enterprise risk management (ERM), risk appetite statements, and fintech and digital transformation considerations. Working directly with your leadership team, we’ll complete a strategic plan checkup to evaluate your history, analyze your current posture, and develop an effective plan and execution strategy. Our efforts will guide investments, leverage key performance and risk metrics, and define a path forward to maximize success.

With a holistic plan, your organization will be better equipped to handle new competitors and market expectations. Our unique blend of expertise in finance, accounting, information technology (IT), regulatory compliance, and fintech allows us to take a comprehensive approach to your strategic plan. This includes providing expert suggestions for possible improvements, development of ERM risk appetite statements, and digital transformation analysis of current technologies, vendors, and data flows. Whether your goals center on launching new products, expanding geographic footprints, or targeting new types of customers, our Strategic Planning Services can align your initiatives and promote growth.

Clients We Serve


  • Capital Management
  • Enterprise Risk Management
  • Execution Plan & Project Management
  • Financial Modeling & Analysis
  • Fintech Implementation Strategies & Digital Transformation
  • Risk Appetite Statements & Key Risk Indicators (KRIs)

Alan D. Lloyd


[email protected]

(617) 933-3356