Creative Planning Charity & Nonprofit Services vs. Deloitte Consulting

Deloitte is proficient in all aspects of customer relationship management. Outside of improving client relationships, they helped us strengthen our compliance and risk management and created internal operational efficiencies. The consultants did a very good job of working together with our team and were very transparent and professional in answering all questions raised during the implementation process. We were all on the same page in the end there were no dissatisfied managers.

Incentivized

• Thorough due diligence/questions list
• Solid understanding of financial fundamentals at every level of the organization
• Ability to recommend and implement relevant financial products (ERP, etc).

Incentivized

• The price is a bit steep, but considering how functional it is, it's fair to pay in order to work with a good CRM system.
• Some methods of scheduling meetings and overall consistent check-ins could have been more organized and flexible to meet the needs of our organization.
• Reports could be a bit better structured and more straight to the point.

Incentivized

Past experiences and a good track record for similar upgrades in the same industry. Recommended by peers in healthcare

Incentivized