Our team has worked broadly in the financial services industry, with significant experience in banking, credit unions, credit card companies, insurance, and private equity. Consulting work includes assessments, M&A support, data analytics, process design, innovation, call center optimization, operational improvements, and implementation of best practices in operational excellence.
We also offer training programs for continuous improvement, which have been completely customized for services businesses – no manufacturing content - including Lean for Service and Lean Six Sigma for Service.
Contact our team to discuss your next business improvement project.
Start implementing operational improvements at your call center.
We have consulting experience with engagements as diverse as mergers and acquisitions, operations strategy, supply chain acceleration, shop-floor process improvements, and call center efficiency improvement.
Assessments are customized to meet your goals, leveraging our frameworks and knowledge of best practices from years of industry experience. Recent work has been in financial services, insurance, healthcare, manufacturing, and supply chain.