Services

Business Consulting Services Aligned With Purpose and Performance

At Ziptie Advisory Group, we offer a focused set of consulting services designed to connect your company’s strategic vision with measurable results. From defining KPIs and streamlining operations to leveraging automation and FinTech, we help businesses of all sizes optimize performance and execute confidently.



Every solution we deliver is aligned with your values, grounded in data, and tailored for long-term growth.

Our Core Consulting Services

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Key Performance Indicators (KPIs)

KPIs are the foundation of strategic decision-making. We help you identify, structure, and track metrics that provide real insight into how your business is performing—so you know what’s working, what needs attention, and how to drive change.


What You Get:


  • Custom KPI framework

  • Dashboard reporting tools

  • Performance tracking and refinement

Key Project Implementation

Bringing major initiatives to life can overwhelm even the most experienced teams. We take high-impact projects—from automation rollouts to restructuring plans—and drive them to completion with clarity, accountability, and precision.


What You Get:


  • End-to-end project management

  • Stakeholder alignment

  • Timeline and milestone delivery
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Process Improvement

Inefficiencies cost more than just time—they limit innovation. We analyze your business processes, identify redundancies or bottlenecks, and redesign workflows that reduce waste and accelerate results.


What You Get:


  • Process mapping & audit

  • Optimization strategies

  • Staff enablement & training


Business Process Automation (BPA)

Streamline operations and reduce manual tasks with customized automation solutions. From internal workflows to client-facing tools, BPA enhances consistency, speed, and compliance.


What You Get:


  • RPA & low-code solutions

  • Integration with existing systems

  • Automation design and execution
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Financial Technology (FinTech)

In today’s digital economy, FinTech is no longer optional. We help you integrate innovative financial tools and systems that improve client experiences, ensure compliance, and scale with your business.


What You Get:


  • Payment system integration

  • Financial data analytics

  • Risk mitigation and regulatory alignment

Banking Consultant Services

With a strong foundation in financial services, our banking consulting offers actionable strategies for compliance, performance, and modernization—perfect for institutions navigating change or growth.


What You Get:


  • Operational audits

  • Strategic banking models

  • Regulatory guidance & system updates
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Our Process – Insight to Execution

Unlike traditional consultants, we’re there from start to finish—and beyond.

01

Discovery

We get to know your business, pain points, and goals.

02

Strategy

We design tailored plans that align KPIs, people, and tools.

03

Execution

We work with your team to implement, adjust, and deliver.

01

Discovery

We get to know your business, pain points, and goals.

02

Strategy

We design tailored plans that align KPIs, people, and tools.

03

Execution

We work with your team to implement, adjust, and deliver.

Why Work With Ziptie Advisory Group?

  • Values-aligned strategy



  • Data-driven decision support


  • Family-owned, integrity-led service


  • Cross-industry expertise (finance, banking, technology)


  • End-to-end support (from planning to delivery)
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FAQs – Our Services

  • Do you offer bundled services?

    Yes—we often combine KPI setup, process improvement, and BPA into cohesive, high-impact packages tailored to your needs.

  • How do you customize solutions for each client?

    We start with deep discovery: understanding your goals, people, and workflow realities. Every strategy and execution plan is built around those insights.

  • Can you work with our internal team?

    Absolutely. We collaborate directly with your team to build internal buy-in and ensure smooth implementation.

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Let’s Build Your Roadmap to Results

No matter your industry or growth stage, Ziptie Advisory Group is ready to bring clarity, structure, and execution to your business strategy.