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 Leverages ActivityTrak® (10/24/2014) - In 2014, CAST assisted a Top 20 Pharmaceutical Company to capture and analyze discrete data about the performance of corporate resources within the Pharmaceutical Development group. During a four week period, CAST captured approximately 500,000 unique data points, including human, building, equipment, and raw material interactive performance....
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...

News and Events

CASTing an Eye on Wealth Management Newsletter – April 22, 2015 (4/21/2015) - INDUSTRY TRENDS: "BOLI Assets & Popularity Grow In 2014 - BANKINSURANCE.COM" - U.S. bank-owned life insurance (BOLI) assets grew 4% in 2014 to $149.6 billion, up from $143.8 billion in 2013, according to theEquias Alliance / Michael White BOLI Holdings Report...
CASTing an Eye on Banking Newsletter – April 22, 2015 (4/21/2015) - ECONOMIC ENVIRONMENT: "Stronger Dollar in a Weak Global Economy" - In the last several months, the dollar has strengthened tremendously against other currencies like the euro, the pound and the yen....

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