DATA AND MARKET RESEARCH, CURATED AND DELIVERED!!

DATA SERVICES

Our primary focus is on accuracy and reliability

COMPETITIVE AND STRATEGIC INTEL

Gather intelligence to gain a competitive and a strategic edge

WEB RESEARCH

We do the legwork for you. We can research the web for a variety of topics and present the information in an organized manner saving you time.

DATABASE MANAGEMENT

Let us manage your database for you. We can edit, grow and clean up your database

BLOG WRITING

Write engaging blogs for your readers that focus on SEO as well. We will research keywords and highlight those on the blog.

BANKING SERVICES

Experienced Staff with a Multi-Layer Process for Accuracy, Reliability and Security

KYC
Corroborate publicly available information regarding the reputation and public standing of the client or prospective client

TAG TEAM
Enhance controls and improving risk management for PWM. Also ensure all requirements for banking transactions are met as per policies and procedure.

OVERSIGHT & ESCALATIONS/HVP
Reconcile accounts and balances, verify transactions in the general ledgers and researching any incorrect entries.

DEBIT CARD TEAM
Responsible for opening and maintenance of Debit Cards for PWM clients.

Our Model

We believe each client is unique and hate cookie cutter solutions and vanilla boxes.
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DEEP DIVE

Understand you goals
We sit with you to first understand your business and goals. We firmly believe in establishing a long lasting partnership.
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STRATEGIZE

Offer solutions best suited to your situation
We will take your goals to our whiteboard. We will present you with a strategy best suited to meet your goals and budget.
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EXECUTE

Work with you to execute the plan
We will partner with you and assist you in executing the strategy.
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MEASURE

Generate more value to make us worth your time and effort.
The impace of each solution is measured and the strategy is tweaked to maximize the impact. This is an on going process built into our DNA.

WHY US

Get in touch

We love to hear from you.