Service Offerings
Best practices & standardization
Assess existing CAS practice, clients, staff and tech stack
Provide efficiencies and solutions tailored to Firm’s clients and staff
Compliance & Governance
Engagement letter and risk assessment assistance
Best Practices
Recommend and implement CAS specific technology
Continuous support and training of technology
Assist with design of standard monthly client deliverable including KPI’s and dashboards
Tech Stack & Client Deliverable
Best practices for CAS staffing matrix
Assist with interviewing of candidates
Continuous training of staff
Staffing & Training
Best practices for client assessments and proposals
Pricing model/matrix
Proposals & Pricing
CAS consulting
Tech support and training
CAS training to team
Interviewing of candidates