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ADI Consulting
was formed in 2002 to offer clients an array of consulting and
related services in three areas:
ADI is the combination of a long-time firm, S&FA Capital
Services, which was lead by Michael L. Mitchell, and ICRM
Services, Ltd., which was lead by Stephen D. Marshall.
Compliance Services provides comprehensive compliance
expertise to financial institution clients. Core consulting
areas include Fair Lending, BSA/AML, and Investment Products and
Services. In all areas, we assess our client’s situation;
design the appropriate solution; and implement what we design.
Our clients for these services range from top-five holding
companies to community banks; the largest mortgage companies to
individual mortgage brokers; bank-affiliates to independent
broker-dealers or investment advisers.
Person to Person Quality offers customer satisfaction,
customer service, quality improvement, and broad market research
expertise to clients in two key segments – financial
institutions and automotive sales – as well as to clients in a
range of other industries. Our Person to Person Quality
client-base is currently defined by two geographic interests.
One set consists of clients who seek a firm with national
experience and reach. The other set consists of clients whose
primary markets are in the
Mid-Atlantic states.
For all clients, our services stand out because of the superior
quality of the mystery shoppers we use and the clarity and
dependability of the customized reports we deliver.
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