Welcome to Greystone Advisors – Greystone Advisors

Operations are the foundation of any successful enterprise and must regularly undergo change and realignment. As the business environment and enabling tools and techniques evolve, organizations must evaluate and update operating structures, resources, and tools to maintain a competitive position and adapt to market forces.

Greystone Advisors specializes in operational excellence, helping organizations evolve and improve competitive position. We assist firms of all size and maturity and bring insight and flexible commercial structures that differentiate us from traditional professional services organizations.

We support consumer credit and related organizations with the following:

Operational excellence: evaluate, design, and implement enhanced tools and techniques to optimize productivity and process outcomes across operational areas.

Early-stage planning: create core operating materials for early-stage companies that are seeking seed and series-A financing. Provide guidance on staging and implementation of teams, operating processes, and technology.

Market positioning: assist emerging FinTech and service providers with business and sales development.

All our services fuse an understanding of business objectives, operating practices, enabling technology, and associated market and risk considerations. While market conditions, resources, technologies, rules and regulations, and operating practices continue to evolve, the foundational elements of growth and efficiency remain constant, and require a focused discipline and attention to detail.

We provide support with the foundational elements:

Operational Excellence

For established operations that must find efficiencies, prepare for growth, or integrate acquired resources and responsibilities, we support:

Operating model evaluation and enhancement
Process evaluation and design
Evaluation of automation opportunities and identification of tools and providers
Capacity planning and model development
Management reporting and routines
Regulatory remediation
Program management

Early-stage Planning

For emerging companies, we support the specification and creation of core planning materials to aid with investor discussions and funding efforts:

Operating model specification
Team and capacity planning
Technology evaluation and selection
Fractional operations officer
Market and strategic advice

Market Positioning

For emerging FinTech, platform and operational providers, we support growth through a broad market network and product positioning advice:

Market evaluation
Business development
Sales support

To best serve our clients, we regularly evaluate market trends, technologies, and operational practices and provide practical advice and perspectives.