C&A CONSULTING LLC

C&A Consulting is a strategic business and operating services consulting firm focused in four main areas - Alternative Investments/Family Offices, Mortgage & Loan Services/Real Estate, Broker Dealer/Wealth Management and Technology/Process Services. In each area, C&A provides a breadth of experience, subject matter expertise and depth to help firms improve their operating structure and business effectiveness given both our knowledge of each of these major industries as well as the technical asp... ects of how firms can operate in these product and service markets. Our consulting initiatives cover a very diverse range: business revenue acquisition, technology platform design, systems project reviews and RFP discovery, process re-engineering of customer, accounting and operational processes, compliance/operational control/regulatory reviews and support and "c-suite" direct support in various "acting" capacities (CFO, CTO, COO, etc.). Our senior/SME consultants enable C&A to shorten the normal "assessment and decision" cycle that most projects require and permits our clients to move to execution and completion of their program much more assertively and completely. In the revenue/business development/restructuring area, our projects examine unique business niches in the financial industry helping firms to identify and develop new revenue sources both internally and externally to a company. To date, our efforts have focused in the mortgage servicing and whole loan industry as well as client related "FinTech"/data services and processes to enhance a firm's account servicing of their clients. These projects cover both the strategic planning and assessment of opportunities as well as the execution of a program. Our strategic work also has carried us into the area of sponsoring our own 'Technology Incubator' helping young firms develop and build their businesses.More