Operations and Technology Consulting
SCS representatives are uniquely positioned, because of their years of industry expertise and real world experience, to offer business consulting to retirement services firms. SCS consulting is designed to produce results with immediate practical applications relevant to your firm.
What We Offer
Facilitate partnerships between TPAs, Recordkeepers, and Advisors
Brainstorming Sessions
Customer, Referral Source and Employee Surveys
Benchmarking Against Industry Standards
Assistance with Reorganization and Culture Shifts
Operations Reviews and Workflow Mapping
Employee Recruitment, Retention Programs and Personnel Assessments
Technical Education Program Recommendations