Bedford Park 
Associates

Strategic Planning

Senior management at many financial institutions struggle with determining which budget requests to approve and which to postpone without materially impacting the business. Other challenges for senior management are items such as where do they stand compared to their peers and what initiatives will give them (or help them maintain) a competitive edge.

Assembling business cases for senior management approval to arm them with sufficient information to assess the operational risk of both engaging in major initiatives and the business opportunity lost by not engaging in them can be a daunting task. Knowledge sets that employees typically maintain do not contain as part of their day-to-day roles. BPA brings experience and information from which to adequately prepare sound business cases that get approved.

BPA offers extensive experience and skill sets to assist financial services firms in steering them from current state to an appropriate target state for operations and technology and outlining the benefits, challenges of adopting and lost opportunities if not adopted to provide the tools necessary for firms' to make sound business decisions based on facts for potential mandates. BPA help in building that bridge and comfort level to manage business decisions with: