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Consulting Advisory
Strategy & Operations
Operational Consulting Solutions
Operational Strike Team
Reduce Costs and Increase Production
MarketWise Advisors provides an operational review of a lender’s production channels, secondary marketing and technology platform. The purpose of the operational review is to identify areas of potential growth and cost reduction. MarketWise will deliver a comprehensive analysis of a lender’s operational strengths and weaknesses. This is typically a short-term engagement with several operational subject-matter experts from MarketWise that work with the business channel owners. The purpose of this engagement is to bring in an external consulting strike team and provide an immediate and measurable action plan to streamline the business and maximize production growth.
VendorSelect™ Process
Technology Selection and Implementation
The software selection process can often drain valuable resources and can often lead to highly risky choices. As a matter of business process, MarketWise has developed a standardized approach and practice to select and manage the selection process to mitigate business risk and provide the experience in selecting the right vendor. While each engagement can vary, the VendorSelect™ process includes the following steps;
- Initial operational review
- High level business requirements
- Business unit functional and operational business requirements
- Request for proposal development
- Vendor management
- Vendor recommendation
- Transition strategy and exit criteria
- Implementation assistance (optional project management)
VisionSelect™ Process
Establish a Technology Roadmap and Maximize Your Investment
Establishing a technology roadmap for an organization is a cornerstone in developing a long-term strategic plan. MarketWise Advisors can assist organizations in establishing a technology roadmap which leverages the industry’s best practices. Typically, the existing technology infrastructure for both software and hardware is evaluated. The VisionSelect process aims to provide a long-term competitive advantage to a mortgage firm.
- Current Technology Assessment
- Evaluation of Technology Options
- Return on Investment Analysis
- Development of Strategic Roadmap and Recommendation
For more information, contact consulting@marketwiseadvisors.com. |
