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Transforming Financial Services Organization to Enable Accelerated Growth

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Why Newlogiq?

Financial Consulting Services

Your Partner in Ensuring Financial Success

Financial services firms face a wide range of challenges, and every business is unique. Some common issues include developing senior leadership teams, defining and articulating a clear strategy, leveraging advanced technologies to create competitive advantages, and improving financial results. Many firms find it tough to step away from the pressures of day-to-day operations to adequately invest in the strategic aspects required to “work on the business.” At Newlogiq, we help financial services firms extract themselves from the day-to-day and create comprehensive strategic, execution, leadership, and cash plans. With decades of experience and deep industry expertise, we provide tailored solutions specific to your organization. Whether you’re looking to create a strategic plan, improve execution, build out your leadership team(s), or improve the cash position necessary to grow, we will partner with you to deliver results. Our simple Short Pay Promise means that if we don’t deliver results, you do not pay.

Dawn Abbuhl

I had been the President of my organization for over 20 years and never had a mentor or advisor. The company was growing and feeling like I needed to grow too but I wasn’t sure what the best direction would be. NewLogiq helped me implement a structure for my company that utilized everyone’s talents (including mine) to the highest and best use. This ignited all of us to grow and thrive and we kept growing, almost doubling our size and profits.

Dawn Abbuhl, President. Repeat Business Systems

Why Choose Newlogiq?

Experience You Can Trust, Results You Can Measure.

With over 25 years of experience supporting financial organizations, our consultants understand the unique challenges and opportunities in the financial services industry. We’ve helped firms across the country achieve their goals through practical, actionable strategies tailored to their needs.

Industry Expertise

Our team has a deep understanding of financial services and knows how to address the complexities you face every day.

Tailored Solutions

We focus on your specific needs and goals, crafting solutions that align with your vision and drive sustainable growth.

Proven Results

Our clients have seen measurable improvements in key areas like client satisfaction, operational efficiency, deal volume, and closure rates.

Engaged Approach

We partner with your team to foster alignment, engagement, and successful outcomes at every level of your organization.

Short Pay Promise

We believe in delivering real value. If you don’t think our coaching was worth the full price, you decide what to pay—no questions asked.We believe in delivering real value and results. If you don’t think our coaching was worth the full price, you decide what to pay—no questions asked.

How It Works

At Newlogiq, our streamlined process is designed to deeply understand your business, craft customized strategies, and deliver measurable results that drive growth and success.

1. We Take Time to Understand Your Business

Through an in-depth discovery session, we uncover the intricacies of your business—your strengths, bottlenecks, and opportunities.

2. We Devise a Tailored Plan

Using proven frameworks and facilitation, our plan will focus on identifying priorities, strategies and milestones to enable accelerated growth.

Finance
3. We Monitor Results to Ensure Desired Outcome

Through regular check-ins, data analysis, and performance reviews, we ensure the plans we create deliver the impact you expect.

Get Started Today

Refocus, re-energize, and rediscover what’s possible.

Contact Jeff

1. We Take Time to Understand Your Business

Through an in-depth discovery session, we uncover the intricacies of your business—your strengths, bottlenecks, and opportunities.

2. We Devise a Tailored Plan

Using proven frameworks and facilitation, our plan will focus on identifying priorities, strategies and milestones to enable accelerated growth.

3. We Monitor Results to Ensure Desired Outcome

Through regular check-ins, data analysis, and performance reviews, we ensure the plans we create deliver the impact you expect.

Get Started Today

Refocus, re-energize, and rediscover what’s possible.

Contact Us
Jeff Oskin Headshot

Ready to Optimize and Grow?

Let’s work together to unlock your firm’s full potential. Contact Newlogiq today to schedule a consultation and explore how our expertise can help you achieve your goals.

Contact Jeff