Back to Consulting ProgramFull implementation.
Bespoke
Full implementation.
Ongoing partnership.
Bespoke is our most comprehensive engagement — everything in Signature, plus a full-day working session, leadership alignment, personnel training, a 30-day implementation program, and an annual support relationship that keeps your firm ahead of the curve.
What's included
The complete program — and then some.
- Everything in Signature — Diagnostic, 30-minute debrief, 2-hour deep dive, written action plan, and targeted introductions
- 4–6 hour extended deep dive session across your firm's highest-priority technology and operational challenges
- 1 dedicated hour with firm leadership to align on strategy and priorities
- 4 hours of hands-on key personnel training with key vendor implementation support
- 1 hour structured debrief to review outcomes, next steps, and accountability
- 30-day structured implementation program — hands-on support as your firm executes on the plan
- Annual ongoing support — a continued relationship with your consulting team for accountability, updates, and new opportunities
Explore the full program
Your team
Practitioners who've been in your seat
Patrick SpencerMBA
Managing Partner
Financial Software & Technology
Tim Checko
Managing Partner
Enterprise Advisor Experience
Michael Casciano
Managing Partner
Data Infrastructure & Operations
Jason Hines
Managing Partner
IT Infrastructure & Automation
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Ready for a true partnership?
Complete the assessment access form and a Managing Partner will reach out to discuss the Bespoke program and what it looks like for your firm.
Take the Assessment