Services

At TurtleBay Advisory Services, our team of experts have extensive expertise in the Financial services industry in business operations, risk management, technology, and accounting. We have worked with some of the world's largest banks, hedge funds, wealth management firms, consumer products companies, insurance companies and technology firms. We have enabled these organizations to manage change, transform their business, reduce costs, improve profitability, enter new markets, build customer loyalty, and align governance, risk, and compliance initiatives.

  • • Business Transformation
  • • IT Transformation
  • • Enterprise Risk Management

TBAS provides our clients with market intelligence and access. We bring actionable insights to Financial Services executives through various communication channels and services, providing our clients with a complete platform to connect directly with a highly qualified audience of financial industry decision-makers.

  • • Lead generation
  • • Research
  • • Networking events

FSO Knowledge Xchange empowers senior-level financial industry executives with timely and accurate knowledge they need to maximize profitability with global resources. Our mission is to facilitate strategic decision-making in operational excellence, risk management best practices, business process management, regulatory compliance, and technology innovation.

  • • Timely Topics/CPE Accredited
  • • Workforce Development
  • • Cybersecurity Training
  • • Career/Leadership Coaching