Carroll Consulting and Advisory is a specialist boutique focused on supporting Information Services firms (startups through to established vendors) and financial services firms with product, sales and marketing capabilities as well as in vendor selection and TCO programs.

The company was founded based on a belief that true consulting is not a production line of junior staff working to an industry agnostic playbook. Consulting and advisory require genuine industry insight, an understanding of financial markets and industry dynamics and specialist knowledge of the content, analytics, software and infrastructure that collectively underpin global financial markets.

CCAS also brings a career of working with end users, we understand the workflow of the Wealth Advisor, PM, Equity Analyst / Sellside Research, Trader, Banker, Sales and Distribution. We know the content sets that they use and how important it is to get the UI | visualization right, to serve up the content they need as they need it, driving productivity and value perception, and retention.

This same knowledge base can also be used to support Financial Services firms. CCAS can help ensure optimal cost allocation and vendor selection in line with commercial realities.

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