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2014 CG Corporate Overview Fact Sheet

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  • A Proven PartnerCarlisle & Gallagher Consulting Group (CG) is the business and technology consulting firm that 7 of the 10 largest

    financial institutions in North America count on to solve their greatest challenges. Weve earned the trust and

    ongoing partnership of these industry leaders because of our exclusive focus on the financial services industry,

    the unparalleled experience of our people, the exceptional customer service we provide and the definitive,

    repeatable results we consistently deliver.

    Consulting Services that Move You ForwardCGs full range of Advisory, Delivery and Operations services apply our experience and expertise in ways that

    make the greatest impact on your organization whether we are advising you on a retail platform strategy or

    regulatory response plan, executing side-by-side with your team or taking responsibility for the entire solution

    and its ongoing operations.

    TOP 4 U.S. BANK

    Specialized Problem Solving: CGs Industry ExpertiseCGs consulting teams are fueled by our industry practices, which focus on providing guidance and real-world

    solutions across financial services competencies such as card and payments, lending, data, wealth management,

    risk and insurance. We leverage this expertise and our unique industry vantage point to successfully plan and

    manage change across the nations largest financial enterprises.

    AdvisoryDefining the target state and creating the roadmap


    OperationsManaging the solution and optimizing your business

    DeliveryPartnering to execute the plan

    CG is the longest standing relationship Ive had for repeat

    consulting work.

    I feel like we actually have a relationship with CG

    a true partnership.

    2014, Carlisle & Gallagher Consulting Group, Inc. | CG Overview | 2014-9 v1

    Customer Experience & Channels

    People & Organizational Change

    Process & Performance Optimization

    Data & Analytics


    Risk & Regulatory

    Finance & Accounting


    Mergers, Acquisitions & Divestitures

    Testing & Quality Assurances

  • TOP 4 U.S. BANK


    CG can really deliver.

    They have great skills and know-how to execute especially if you are

    going from strategy to execution in a tight period of time.

    They will be in the trenches with you every step of the way.

    U.S. Office Locations:

    Charlotte, Chicago, Dallas, Jacksonville, Los Angeles, New York, Phoenix and San Francisco

    CG at a GlanceFounded:

    2002President & CEO:

    Bob GallagherHeadquarters:

    Charlotte, NC

    Industry Recognition:

    Consulting Magazine, Best Firms to Work For, 2012-2014

    Inc. 5000FinTech 100 | 704.936.1600 | @InspiredbyCG | [email protected]

    The CG ExperienceSince its founding in 2002, CG has been committed to providing clients with a consulting experience grounded

    in practical expertise, genuine collaboration and the delivery of exceptional results. We continue to build on this

    distinctive foundation:

    CG exclusively focuses on your industry financial services. Seven of the 10 largest financial institutions work with CG because of our proven expertise and results. Our

    clients are supported by more than 1,000 employees devoted to financial services.

    CG consultants are the best in the industry. They average 15 years of experience working at the worlds largest and most respected financial institutions

    and consulting firms. This powerful blend of industry and consulting experience guarantees best practices for

    your business.

    CG brings battle-tested best practices and processes to every engagement.Our proven approaches produce reliable and repeatable results. And we intentionally share our knowledge so

    your organization can continue to benefit.

    CG is a complement to your management and execution teams. Our people assimilate into your organization, work in partnership with your team and act as positive catalysts

    for change.

    CG helps you adapt to change and stay ahead of market trends. Our practices focus on the most critical areas in consumer and commercial banking, wealth management,

    capital markets and insurance. This expertise is embedded in all of our services helping you successfully

    manage todays challenges and plan for the future.

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