Consulting for Financial Services

Carpedia helps financial services companies improve profitability, customer satisfaction and retention, and operational effectiveness while navigating the complex challenges of managing regulatory risk and compliance.

A Proud History of Industry-Leading Clients

In Their Own Words

Vice President ADP

“I was very impressed by the supportive, collegial nature and professionalism that the different Carpedia team members brought to the project. This project was unique in that in parallel, the business was undergoing a restructure, a mass hiring campaign and double-digit growth in client volumes. Your consultants were extremely flexible and adapted their plans to suit the client’s environment.”

Senior Vice President Manulife

“The Carpedia team was highly supportive and patient working with leaders and staff to address concerns, gain input, and, more importantly, to build engagement and commitment. With Carpedia’s support our head office project has been a resounding success. Targeted expense reductions have been delivered on time, on budget and service improvements achieved in a number of areas.”

Vice President Meridian Credit Union

“When we were approached by Carpedia after our merger, we were impressed with your simple and straightforward methodology. The project delivered the anticipated benefits … to the areas that could be changed and above all, it was the work your team did in developing management system tools that had the greatest impact on my team.”

Sectors Where We Work

Investment Banking

Insurance

Merchant Banking

Branch Operations

Credit Unions

Mortgage Administration

Functional Experience

Business Development

Claims Processing

Credit Services

Case Management

Underwriting

Contact Centers

Wealth Management

Shared Services & Admin

Finance

Training & Development

Head Office Functions

Litigation

Branch Operations

Quality

Risk Management & Compliance

Bankruptcy & Insolvency

Commercial Lending

How We Help

In an industry facing changing client and employee behaviors, along with significant technological advancements, Carpedia brings a wealth of expertise and experience to the table to drive sustainable change. We help financial services companies increase predictability in their processes, planning, and behaviors, enabling them to capitalize on opportunities.

Our financial services clients have turned to us for help in many areas, including: