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.

Sample Client Results

  • Mortgage Lending – Improvements in core process saved $21M, significantly improved customer satisfaction, reduced risk.
  • Insurance – 30% reduction in operating expenses.
  • Credit Union – Improved new business member experience ratings by 50%, reduced number of errors in account set-up by 75%.
  • Banking – Virtual Green Belt program generates 30X ROI at large US bank.

Contact our team to discuss your next business improvement project.

M&A Growth Assessment for Leading Finance and Insurance Company

Finance and Insurance Company Seeks M&A Growth, Operational Efficiencies

Consulting work identified significant opportunities for asset rationalization and expense reduction.

Getting Started with Improving Your Call Center’s Efficiency

Getting Started with Improving Your Call Center’s Efficiency

Operational improvements for your call center.

Jump-Start Your Process Improvement Efforts

Jump-Start Your Process Improvement Efforts

Accelerating results with Business Process Management.

Innovation Inertia

Becoming the Innovator –
Creating Better Products in Financial Services

Navigate the myriad pressures of the economic slowdown and contend with changing consumer demands.

Financial Services Company Partners with Firefly Consulting in Lean Six Sigma for Services

Fortune 500 Financial Services Company Partners with Firefly in Lean Six Sigma for Services

Their current Lean Six Sigma program was suffering from low interest.