About Us


Who we are

Veritable Associates, LLC provides operational and sales strategic solutions through risk management, project management, and customer planning expertise.  We aim to benefit organizations by implementing efficient programs and effective opportunities resulting in sustained, profitable customer relationships.

We offer advisory services to aid firms in achieving  operational excellence.  As a strategic partner, we collaborate with organizations seeking to optimize their operations through implementing rigor and best practices around the following disciplines:

* Risk Management: Enterprise Risk, Governance/Risk/Compliance, Operational Risk, Regulatory Compliance (Dodd-Frank, CFPB, Basel)

* Project / Program Management: Change Management, Continuous Improvement and Sustainable Change, Balanced Scorecards, Key Performance Metrics

* Sales Management / Account Management: Proven Software dashboards, Training, Sales Strategy development and integration

* Data / Financial Analytics: Business Intelligence, Benchmarking, Statistical Analysis, Qualitative Assessments

* Workforce Management: Workflow Planning, Process Re-engineering, Continuous Improvements, Demand Analysis, Off-shoring and Outsourcing

Additional core capabilities offered by the firm include consultation to enhance client relationships and to improve the customer experience.  These capabilities include Key Account and Enterprise Account Management, Customer Insight and Analysis, Strategic Planning, Marketing, and New Opportunity Identification.

Our advisory services include the provision of business intelligence to benchmark current performance relative to market best practice, the determination / implementation of key performance metrics, and the evaluation of qualitative and quantitative data to assist organizations seeking direction in Strategy Implementation, Workforce Performance, and Customer Advocacy.