Thomas J. Anderson Consulting

Thomas J. Anderson ConsultingThomas J. Anderson ConsultingThomas J. Anderson Consulting

Thomas J. Anderson Consulting

Thomas J. Anderson ConsultingThomas J. Anderson ConsultingThomas J. Anderson Consulting
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Expert Wealth Managment Lending Consulting Services

We help your team build the right team, with the right plan

Our services

Clients turn to us for our expertise in:

  1. Sales / product distribution
  2. Regulatory compliance and risk management
  3. Technology / trends
  4. Strategy
  5. Transfer pricing / Reg W

We deliver our perspective through our:

Consulting Services | Speaking | Content Library | Thought Leadership

See sample engagements
Changing the way in which advice is delivered

Our theme: solutions not products

We focus on the impact of:

  1. The convergence of banking and wealth management solutions
  2. Clients' desire for the best solution possible
  3. Open architecture / platformless solutions
  4. Data, information, and emerging technologies
  5. Elimination of switching costs
  6. Specialization
  7. Economies of scale / the race to $0
  8. New business models
  9. Competition, new entrants & the second mover advantage
  10. Regulatory trends

Our Wealth Management Lending Consulting Services:

Wealth Management Lending Sales Consulting

Advisor Education

Market & channel segmentation, strategy, and planning

Product adoption | distribution strategy

Product adoption | distribution strategy

Market & channel segmentation, strategy, and planning

Product adoption | distribution strategy

Market & channel segmentation, strategy, and planning

Market & channel segmentation, strategy, and planning

Market & channel segmentation, strategy, and planning

Personas / strategy by persona

Team structure / resource allocation

Market & channel segmentation, strategy, and planning

Train the trainer

Team structure / resource allocation

Team structure / resource allocation

Team structure / resource allocation

Team structure / resource allocation

Team structure / resource allocation

Wealth Management Lending Regulatory Compliance

Regulatory compliance / trends

Regulatory compliance / trends

Regulatory compliance / trends

Litigation anticipation

Regulatory compliance / trends

Regulatory compliance / trends

Best practices

Regulation W compliance

Regulation W compliance

Regulation W compliance

Regulation W compliance

Regulation W compliance

Wealth Management Lending Technology Consulting

Technology platforms / solutions

Technology platforms / solutions

Technology platforms / solutions

Budget

Technology platforms / solutions

Technology platforms / solutions

Integration

Alternatives / competition

Alternatives / competition

Alternatives / competition

Alternatives / competition

Alternatives / competition

Wealth Management Lending Strategy Consulting

Market opportunity assessment

Internal transfer pricing / cost of funds / opportunity cost

Market opportunity assessment

Competitive threats

Internal transfer pricing / cost of funds / opportunity cost

Market opportunity assessment

Internal transfer pricing / cost of funds / opportunity cost

Internal transfer pricing / cost of funds / opportunity cost

Internal transfer pricing / cost of funds / opportunity cost

Strategic planning / trend convergence

Strategic planning / trend convergence

Internal transfer pricing / cost of funds / opportunity cost

Product design / market fit

Strategic planning / trend convergence

Additional resources to consider

Additional resources to consider

Strategic planning / trend convergence

Additional resources to consider

Learn more about our other services:

Speaking | Content Library | Thought Leadership

How can we help you?

Contact us today

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