Catalyst Consulting Solutions has been strengthening independent financial offices through workflow efficiency strategy and technology solutions for nearly a decade.

What does this mean for your practice?

For the modern financial planner, technology must be an integral part of the services provided to retain a competitive edge in our "age of information." Clients have become more financially literate, but are bombarded by financial propaganda and sensationalism every day.  This requires the financial planner to be one step ahead of the game with access to accurate, timely data.  The internet has raised client expectations and lowered their patience for turnaround time.

Catalyst Consulting Solutions can evaluate your current technology for accuracy, antiquity, and accessibility.  These key elements make the difference between an effective tool versus a money pit.   We will help you integrate your technology, upgrade or develop new software to support your office needs.

We specialize in developing the most efficient work flow practices for you and your staff through on-site survey evaluation.  Customized spreadsheets and templates will integrate your data, minimize errors and ensure high-quality consistent personalized results.

The final key element to any technology solution is training.  Though critical to successful integration, this step is the most often overlooked.  We can perform onsite training and provide reference guides customized for your practice needs.   After the training is done, Catalyst won't drop you into the deep end alone- ongoing remote training and coaching will continue as long as you need us.