• Advise
  • Strategize
  • Execute
  • Transform
  • Organize
  • Plan
  • Unite
  • Manage
  • Create
  • Lead
  • Align
  • Stabilize
  • Streamline
  • Simplify
  • Enhance
  • Listen
  • Produce
  • Accomplish
  • Prioritize
  • Measure
  • Customize
  • Impact
  • Realize
  • Define
  • Improve
  • Collaborate
  • Deliver
  • Build

Solving Problems, Increasing Profitability.

CoastPoint is a management consulting firm partnering with senior executives within the financial services industry. We offer practical solutions to real world problems by listening first and doing second.
Our thoughtful approach generates sustainable value for our clients.

Making a Difference in Financial Services

We put our clients first and focus on building long-term relationships. By taking the time to understand your business, we can then leverage our expertise to deliver best-in-class customized solutions.
We bring over 40 years of combined financial services industry experience, a proven track record of success, a collaborative approach, and pragmatic leadership.
Intangible qualities such as trust, integrity, commitment, and service set us apart from our competitors.

    • Business Strategy & Transformation
    • Enterprise Portfolio Management
    • Process Excellence
    • Operations Management
    • Global Capability Sourcing
    • Corporate & Shared Services
    • Risk Management
    • Advisory Services
Based in Charlotte, North Carolina, our seasoned consultants have worked across the US and internationally in serving financial institutions.