Kapstone Consultants, Llc

Kapstone Consultants is a strategic management consulting company focused on strategy, execution and profitability. Because of our leadership experience as senior executives, we are able to focus on key issues from day one and drive business results. We apply our expertise to your specific situation, identify opportunities and accelerate implementation. We succeed by collaborating with our clients to create and execute business development strategies. We lead through ideation, design and launch of new products as well as refining existing offers – all the way from strategy to tactics to execution. For over ten years, the Kapstone team has been providing services to banks, broker dealers and insurance companies located throughout the United States. Our team of professionals has expertise in a variety of business areas including brokerage banking, retirement, investment and financial planning services, college savings, and investment centers for phone-based advisors. Our technology platform expertise includes core banking and brokerage systems, CRM platforms, investment management and retirement systems as well as on-line platforms for product distribution and marketing.