Leading insurance and financial services companies turn to Carpedia to improve customer, client and member satisfaction and retention while increasing their operational effectiveness. Engagements are typically implementation-based, generate an average ROI greater than 3:1, and are self-funding within 12 months.
- Unit Cost Improvement
- Service Turnaround Time
- Error Reduction and Quality
- Shared Services Optimization
- Cultural Alignment
- Information Technology Service Performance
- Investment Banking
- Merchant Banking
- Credit Unions
- Branch Operations
- Mortgage Administration
Some of Our Clients
How We Help
Delivering Measurable Results
Our financial services consulting and insurance consulting services deliver measurable results by working closely with your leadership team to identify and correct operating problems.
We don’t just make recommendations and hand you a report. We work closely with your team to implement programs and process improvements—providing coaching and support every step of the way. We also provide your leaders with the tools and systems they need to control the flow of work, improve communication between departments, and deliver sustained results.
More effective sales planning and better results
Vice President, Green Shield
Implemented changes that have streamlined our administrative functions & unburdened our sales force
President, Morguard Investments Ltd.
Significant improvements in costs and outcomes
Senior Vice President, Foresters