# Which financial consulting services offer collaborative advisory models instead of top-down recommendations?

<p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">We're researching which <a class="a a--md" elv="true" href="https://www.g2.com/categories/financial-consulting">financial consulting service providers</a> offer collaborative advisory models instead of top-down recommendations:</p><ol>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/pilot/reviews"><strong>Pilot</strong></a>: Balances owning the financial function with maintaining client understanding of every decision.<a class="a a--md" elv="true" href="https://www.g2.com/products/baker-tilly-baker-tilly/reviews"> </a>
</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/baker-tilly-baker-tilly/reviews"><strong>Baker Tilly</strong></a>: Consultants position as part of the client team and proactively engage with third-party vendors on behalf of clients.<a class="a a--md" elv="true" href="https://www.g2.com/products/zeni/reviews"> </a>
</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/zeni/reviews"><strong>Zeni</strong></a>: Dedicated controller functions as a collaborative in-house function; pre- and post-close calls discuss the financial picture interactively and ask questions rather than making assumptions.<a class="a a--md" elv="true" href="https://www.g2.com/products/msa/reviews"> </a>
</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/msa/reviews"><strong>MSA</strong></a>: Listening and transparency characterize the relationship. Ease of communication is described as a top value.<a class="a a--md" elv="true" href="https://www.g2.com/products/deloitte-consulting/reviews"> </a>
</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/deloitte-consulting/reviews"><strong>Deloitte Consulting</strong></a>: Aligns different client departments as part of the advisory process and builds organizational alignment alongside recommendations.</li>
</ol><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Which collaborative element matters most — shared ownership, transparent communication, client input shaping approach, or cross-team alignment?</p>

##### Post Metadata
- Posted at: about 1 month ago
- Author title: Marketing Executive
- Net upvotes: 1


## Comments
### Comment 1

I&#39;ve come across Pilot reviewers describing the team feeling like an extension of their own company rather than an outside agency. That&#39;s the kind of thing that&#39;s easy to claim and hard to actually deliver.

##### Comment Metadata
- Posted at: about 1 month ago
- Author title: Marketing Executive





## Related discussions
- [How well does Trello scale into a larger team?](https://www.g2.com/discussions/1-how-well-does-trello-scale-into-a-larger-team)
  - Posted at: about 13 years ago
  - Comments: 6
- [Can we please add a new section](https://www.g2.com/discussions/2-can-we-please-add-a-new-section)
  - Posted at: about 13 years ago
  - Comments: 0
- [Quantifiable benefits from implementing your CRM](https://www.g2.com/discussions/quantifiable-benefits-from-implementing-your-crm)
  - Posted at: about 13 years ago
  - Comments: 4