WE BUILD FINANCIAL WINGS TO LET YOU SOAR HIGHER

FINANCE CONSULTING SERVICE

What Bosoka & Associates can do for you

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When your organization is faced with complex business issues that stifle growth, increase costs and introduce new risks, you need more than just best practices or simple point solutions. Profitable long-term growth and value-added insights require rethinking what you do with the resources you have in a strategic manner to drive transformative change. In today’s business environment, organizations that delay their response or ignore the need to transform risk slow growth and lost competitive advantage, or worse.

Our Finance Consulting professionals have both finance, insurance and customer service knowledge, plus an underlying knowledge of enabling technologies to help you capitalize on opportunities that will help grow, improve and protect your business now and in the future.

INSURANCE CONSULTING SERVICE

What Bosoka & Associates can do for you

Our insurance consulting experts deliver subject matter expertise on demand as a timely and cost-effective solution to critical business situations, including organizational growth, peak periods, customer responsiveness, attrition, response to legislation, systems conversions and special projects. Whether they are property and casualty insurance consultants, health insurance consultants, or life insurance consultants, our subject matter experts possess the hands-on product line experience and marketplace credibility necessary to immediately support critical project needs.

Alternative to Traditional Insurance Consulting Firms.

Our subject matter experts solution delivers a high-quality, low-cost alternative to traditional insurance consulting firms. Our experts can be deployed quickly for immediate impact to your organization.

 

Our clients maintain control throughout their projects, and everything developed by each professionally matched Jacobson insurance consultant becomes the property of our clients. When appropriate, knowledge is transferred to existing staff to keep effective strategies in play long after each assignment's conclusion.

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CUSTOMER SERVICE CONSULTING SERVICE

What Bosoka & Associates can do for you

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At Bosoka, we know that you want to keep your team focused on customer experience. But travel restrictions and budgets make it difficult to get everyone in the same room, which feels so limiting. We believe just because you’re not physically together, doesn’t mean you can’t learn, train and be inspired together.

TRAINING COURSE: EXECUTIVE ACADEMY

HOW COMMITTED ARE YOU TO IMPROVING YOUR CUSTOMER’S EXPERIENCE?

It’s time to stop guessing at the next best strategy for improving your NPI scores and customer loyalty.

 

It’s time to start learning the methodology applied by world-class companies to create consistent memorable moments that lead to happy customers and happy employees. Discover More

Our Financial Service members have

  • Strong experience in insurance and financial planning

  • Wide knowledge of finance and insurance, retirement accounts, tax services and financing accounts bank sales with proven sales records

  • Ability to build and expand relationships and meet potential new clients

  • Ability to incorporate with bank partners

  • Sound knowledge of trust, banking and credit products

 

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