Leading financial services firms and highly regarded nonprofits consistently give CFSC exceptional feedback.

“Loy is unique among consulting professionals. While others focus on selling a solution that is often ‘pre-packaged,’ Loy designs solutions that fit the needs of her clients. She is extraordinarily well prepared, on top of the market, and exceptionally persistent! Loy is an excellent listener. She captures the nuances of organizations very well and prepares her ideas accordingly. She is a delight to work with, both in the manner in which she has delivered results and also in her personal and professional style. I highly recommend her work to others in the Financial Services field.” —Mark Hayes, Chief Marketing Officer, GE

“Loy provided financial services consulting services to our group. She possesses deep knowledge of the financial services market. Her insights and recommendations were very sound and actionable. Loy was a pleasure to work with and always delivered her projects on time, often exceeding expectations. I highly recommend Loy’s consulting firm and would welcome the opportunity to engage her team in the future.”—Alison Denis Longley, Senior Director, Field Marketing and Communications, UBS Wealth Management

“I had the pleasure of working with Loy and her team as part of a bankcard RFP process all the way through to implementation. She and her team not only delivered on the planned activities as part of the project, but were responsive and ready and able to tackle new requests we threw at them as the work progressed. CFSC became an extension of our team and in the process really got to know our customers and our approach to serving them. This is consulting how it ought to be and a true value add with a great return on investment.” —Rob Vecchiarello, Director, Marketing, Product & Internet Channel Manager, Charles Schwab Bank

“I wholeheartedly recommend Loy Sheflott and Consumer Financial to anyone who is in need of qualitative and quantitative analytical services for marketing and business operations. I retained CFSC on multiple occasions to help us develop our marketing and outreach strategies, and found them personable, professional, creative, and insightful.”—Ken Sommer, Vice President of Institutional Advancement, Children’s Hospital Oakland Foundation