Consulting Services

The Chinese tangram comprises only seven tiles yet can be arranged into 1,000 shapes and figures. It symbolizes Spectrem Group's creativity and ability to devise integrated, customized solutions for our clients.

Spectrem Group provides consulting services to financial service organizations serving investors in both the affluent(ultra-high net worth, high net worth, mass affluent) and retirement markets. We help our clients manage structural change, expand markets, improve operating efficiency and increase profits. We differ from other consulting firms because our consultants have years of experience as senior business managers in the industries we serve.

In today’s competitive marketplace, clients face constant challenges that require reassessment and evaluation of business models, technology platforms, organizational designs, staffing requirements, marketing strategies and distribution channels. We work collaboratively with our clients to develop practical business solutions that incorporate organizational, market and financial considerations.

Spectrem’s consulting engagements succeed because of our personalized approach that manages each project through a timeline of action steps and milestones. We chart progress toward the desired objectives. During the process, we work with clients to build consensus and deliver results. Spectrem offers business solutions that are implemented, not shelved.

Learn more about Spectrem Group’s consulting services in the following areas:

Business Strategy Development
Business Operation Assessment and Redesign
Product Design and Assessment
Operational Outsourcing
Distribution Channel Assessment and Strategies
Competitive Analysis
Technology Assessment
Organizational Design
Process Redesign
RFP Creation and Analysis

For more information about strategic consulting at Spectrem Group, contact Cathy McBreen at cmcbreen@spectrem.com, or 312.454.3321.