image What we do

We work with large organizations to get them off on the right course. Our services in this area help clients to: Develop practical strategies that directly support their organization’s vision and objectives Align their organization with their strategic agenda Develop strategic plans that are executable within the organization’s constraints Innovate with new ways to do business We produce real, measurable results for our clients. In fact, we guarantee it. Working with KarlleStone will change the way you think about consulting. Our approach is a little more evolved. We hire only experienced management and technology consultants. You don’t pay for on-the-job training. We already know the difference between process and success.Karllestone consultants don’t presume to have all the answers before we’ve carefully considered the energy, expertise, and perspective you’ve already invested in your business. Our team will collaborate with you to identify real, actionable solutions that work in concert with your organization.

We’re here to improve and help you grow your business, not recast it into any predetermined mold.

Our key areas of expertise include:

    Wealth Management, Private Banking & CRM (Customer Relationship Management)
  • Financial Services and Operations
  • CRM Strategy and Consulting
  • Client On-boarding
  • CRM Barometer and Scorecard
  • SalesForce Automation
  • Processes and Structures
  • Business Model Execution
  • Wealth Advisor/Relationship Manager Questionaire
    Strategy and Advisory
  • Strategic Planning & Implementation
  • Enterprise Performance Management
  • Integration Front, Middle and Back office for financial services
  • Outsourcing & Shared Services
  • Strategic Planning
  • Market Entry Strategy
  • Investment Strategy
  • Strategic Risk Management
    Operations and Focused Service Offerings
  • Operational Strategy
  • Process & Performance Improvement
  • Cross Sales Analytics
  • OOperational Reviews