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.

CASE STUDY, ASSESSMENTS
Leading Insurance Company Implements Customer Centric Business Design

Leading Insurance Company Implements Customer Centric Business Design

CASE STUDY, INNOVATION
Getting Started with Improving Your Call Center’s Efficiency

Getting Started with Improving Your Call Center’s Efficiency

Operational improvements for your call center.

PUBLICATION, OPERATIONS
Virtual Lean Six Sigma Green Belt Program Generates 30X ROI at Large US Bank

Virtual Lean Six Sigma Green Belt Program Generates 30X ROI at Large US Bank

CASE STUDY, TRAINING
Boosting Business Performance - Understanding BPM in Action

Boosting Business Performance – Understanding BPM in Action

Lean & Six Sigma Review, 2024.

PUBLICATION, BPM
Financial Services Call Center Processes Streamlined, Improving the Customer Experience

Financial Services Call Center Processes Streamlined, Improving the Customer Experience

CASE STUDY, LSS FOR SERVICES
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.

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

Financial Services Company Redesigns CI Program for Engagement and Results

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

CASE STUDY, LSS FOR SERVICES

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