2014 CG Corporate Overview Fact Sheet

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A Proven Partner Carlisle & Gallagher Consulting Group (CG) is the business and technology consulting firm that 7 of the 10 largest financial institutions in North America count on to solve their greatest challenges. We’ve earned the trust and ongoing partnership of these industry leaders because of our exclusive focus on the financial services industry, the unparalleled experience of our people, the exceptional customer service we provide and the definitive, repeatable results we consistently deliver. Consulting Services that Move You Forward CG’s full range of Advisory, Delivery and Operations services apply our experience and expertise in ways that make the greatest impact on your organization – whether we are advising you on a retail platform strategy or regulatory response plan, executing side-by-side with your team or taking responsibility for the entire solution and its ongoing operations. TOP 4 U.S. BANK Specialized Problem Solving: CG’s Industry Expertise CG’s consulting teams are fueled by our industry practices, which focus on providing guidance and real-world solutions across financial services competencies such as card and payments, lending, data, wealth management, risk and insurance. We leverage this expertise and our unique industry vantage point to successfully plan and manage change across the nation’s largest financial enterprises. Advisory Defining the target state and creating the roadmap INSPIRED TO HELP YOU SUCCEED Operations Managing the solution and optimizing your business Delivery Partnering to execute the plan “CG is the longest standing relationship I’ve had for repeat consulting work. I feel like we actually have a relationship with CG – a true partnership.” ©2014, Carlisle & Gallagher Consulting Group, Inc. | CG Overview | 2014-9 v1 Customer Experience & Channels People & Organizational Change Process & Performance Optimization Data & Analytics Technology Risk & Regulatory Finance & Accounting Digital Mergers, Acquisitions & Divestitures Testing & Quality Assurances

Transcript of 2014 CG Corporate Overview Fact Sheet

Page 1: 2014 CG Corporate Overview Fact Sheet

A Proven PartnerCarlisle & Gallagher Consulting Group (CG) is the business and technology consulting firm that 7 of the 10 largest

financial institutions in North America count on to solve their greatest challenges. We’ve earned the trust and

ongoing partnership of these industry leaders because of our exclusive focus on the financial services industry,

the unparalleled experience of our people, the exceptional customer service we provide and the definitive,

repeatable results we consistently deliver.

Consulting Services that Move You ForwardCG’s full range of Advisory, Delivery and Operations services apply our experience and expertise in ways that

make the greatest impact on your organization – whether we are advising you on a retail platform strategy or

regulatory response plan, executing side-by-side with your team or taking responsibility for the entire solution

and its ongoing operations.

TOP 4 U.S. BANK

Specialized Problem Solving: CG’s Industry ExpertiseCG’s consulting teams are fueled by our industry practices, which focus on providing guidance and real-world

solutions across financial services competencies such as card and payments, lending, data, wealth management,

risk and insurance. We leverage this expertise and our unique industry vantage point to successfully plan and

manage change across the nation’s largest financial enterprises.

AdvisoryDefining the target state and creating the roadmap

INSPIRED TO HELP YOU SUCCEED

OperationsManaging the solution and optimizing your business

DeliveryPartnering to execute the plan

“CG is the longest standing relationship I’ve had for repeat

consulting work.

I feel like we actually have a relationship with CG

– a true partnership.”

©2014, Carlisle & Gallagher Consulting Group, Inc. | CG Overview | 2014-9 v1

Customer Experience & Channels

People & Organizational Change

Process & Performance Optimization

Data & Analytics

Technology

Risk & Regulatory

Finance & Accounting

Digital

Mergers, Acquisitions & Divestitures

Testing & Quality Assurances

Page 2: 2014 CG Corporate Overview Fact Sheet

TOP 4 U.S. BANK

INSPIRED TO HELP YOU SUCCEED

“CG can really deliver.

They have great skills and know-how to execute – especially if you are

going from strategy to execution in a tight period of time.

They will be in the trenches with you every step of the way.”

U.S. Office Locations:

Charlotte, Chicago, Dallas, Jacksonville, Los Angeles, New York, Phoenix and San Francisco

CG at a GlanceFounded:

2002President & CEO:

Bob GallagherHeadquarters:

Charlotte, NC

Industry Recognition:

Consulting Magazine, Best Firms to Work For, 2012-2014

Inc. 5000FinTech 100

www.carlisleandgallagher.com | 704.936.1600 | @InspiredbyCG | [email protected]

The CG ExperienceSince its founding in 2002, CG has been committed to providing clients with a consulting experience grounded

in practical expertise, genuine collaboration and the delivery of exceptional results. We continue to build on this

distinctive foundation:

CG exclusively focuses on your industry – financial services. Seven of the 10 largest financial institutions work with CG because of our proven expertise and results. Our

clients are supported by more than 1,000 employees devoted to financial services.

CG consultants are the best in the industry. They average 15 years of experience working at the world’s largest and most respected financial institutions

and consulting firms. This powerful blend of industry and consulting experience guarantees best practices for

your business.

CG brings battle-tested best practices and processes to every engagement.Our proven approaches produce reliable and repeatable results. And we intentionally share our knowledge so

your organization can continue to benefit.

CG is a complement to your management and execution teams. Our people assimilate into your organization, work in partnership with your team and act as positive catalysts

for change.

CG helps you adapt to change and stay ahead of market trends. Our practices focus on the most critical areas in consumer and commercial banking, wealth management,

capital markets and insurance. This expertise is embedded in all of our services helping you successfully

manage today’s challenges and plan for the future.