Services
As a boutique consulting group, we ensure that every client we work with receives a tailored strategy and timeline exclusively designed to meet their specific needs. We offer consulting services in a variety of fields, however most notably in the financial services industry. Our areas of expertise are:
Risk Management Advisory
Stakeholder Relationships and Communication
Individual or Team Coaching
As a trusted advisor, SOTE can support financial services firms and individuals in the following ways.
Strategic
- Enhancing risk appetite statements
- Advising key stakeholders (board, executive management, risk or compliance teams) on supervisory matters or industry priorities
- Reviewing frameworks for new products and services
Transformational
- Reviewing risk and compliance functions for efficiency and effectiveness
- Evaluating programs, policies or procedures
- Assessing internal controls frameworks
Independent
- Evaluating risk assessments
- Researching best practices and creating benchmarking reports
- Generating key performance and risk indicators
Project
- Organizing and assisting in execution of change initiatives
- Developing solutions for project management oversight and communications
- Improving effectiveness of existing project management practices
Supervision
- Assessing preparations for supervision examinations
- Providing guidance on responses to supervision findings
- Advising on actions to improve supervisory relations
- Supporting executives overseeing supervision remediation efforts
Coaching
- Developing and leading individual and team coaching plans
- Advising and executing on leadership training
- Assisting with skills assessments and team transformations
- Evaluating culture hurdles and designing action steps to address
We would love to discuss the ways we can help you and your business. Please feel free to Contact Us for a consultation.
You can also Click Here to learn more about our team and our experience.
Salt of the Earth Consulting 