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 Wealth Management Newsletter – April 22, 2014 (4/22/2014) - INDUSTRY TRENDS: "Bank Annuity Sales Climbed 18 Percent in 2013 – Indexed Sales Hit Record" - Annuity sales through financial institutions were on the upswing last year, propelled by a 39 percent surge in fixed annuity production which was tempered by a 3 percent growth rate in variable sales, according to the Annual BISRA Report.
CASTing an Eye on Banking Newsletter – April 22, 2014 (4/21/2014) - ECONOMIC ENVIRONMENT: "The Gap Grows On: More Americans See Middle Class Status Slipping Away" - A sense of belonging to the middle class occupies a cherished place in America. It conjures images of self-sufficient people with stable jobs and pleasant homes working toward prosperity...

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