Financial Services

Newbold Advisor’s heritage is financial services

We offer the best of breed solutions across the spectrum of issues that challenge the financial services industry. Newbold has unparalleled expertise in all facets of financial services with particular emphasis on the housing finance industry.

Our expertise in the financial services industry:

• Business Consulting – Newbold deploys experienced, talented consultants to participant in the financial services industry, which includes mortgage bankers, banks, government-sponsored enterprises, investment banks and private investors. Our consultants are senior practitioners who have the passion and desire to share the lessons they have learned throughout their careers with one goal in mind: to make the client successful.

• Operations – we are skilled at quickly sourcing and mobilizing managed teams of resources (including underwriters, processors, negotiators, and investor accountants) to alleviate capacity issues. Whether on-shore in our operations center or at a client’s facility, our teams are led by experienced managers who are held responsible for quality and production.

• Change/Project Management – Newbold consultants use recognized best practices to deliver results at the program or project level. Our services include professional project management as well as process improvement disciplines like Six Sigma and Lean.

• Technology Services – Newbold supports technology initiatives by supplying consultants and staff resources in disciplines including technology selection, business intelligence, data management, testing management & execution, business analysis and more.