About CAST

CAST [Center for Applied Strategy] provides management consulting services to companies within the financial services industry.  The phrase ‘Applied Strategy’ embedded in our name captures a cornerstone principle of the firm; providing the highest quality of service, customized to each client, resulting in significant and tangible bottom-line performance improvement.


Fresh Perspectives

CAST Director Published in BAI Banking Strategies (4/15/2014) - On April 15, 2014, BAI Banking Strategies published "Keys to Successful Multichannel Optimization," an article authored by Chris Caulfield, a Director at CAST Management Consultants. In the article, Mr. Caulfield outlines the core objectives that are integral to implementing a successful multichannel strategy, and explores how developing and executing a strategy requires foundational data to ensure that the strategy aligns with channel capabilities, customer preferences, and the bank’s overall strategy and brand promise...
New Principals in CAST’s Executive Leadership Team (1/22/2014) - The CAST Principal group is pleased to announce that David Ash, Michael McFarland, and Stephanie Nuruki have been named principals. “We are thrilled to have them as part of the Executive Leadership team. .."

News and Events

CASTing an Eye on Banking Newsletter – August 28, 2014 (8/27/2014) - ECONOMIC ENVIRONMENT: "Job Market Slack Keeping A Lid On U.S. Wage Growth: Fed Paper" - Slackness in the labor market is keeping U.S. wages from rising, according to research published by the Chicago Federal Reserve Bank on Friday...
CASTing an Eye on Wealth Management Newsletter – August 28, 2014 (8/27/2014) - INDUSTRY TRENDS: "U.K.’s Prudential Extends U.S. Variable Annuity Lead" - Prudential Plc (PRU), the largest U.K. insurer by market value, extended its lead in U.S. variable annuity sales at its Jackson National Life unit as rivals scaled back...

Email Us:
CAST Management Consultants
700 S. Flower St., Ste. 1900
Los Angeles, CA 90017
(213) 614-8066