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%

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

Start implementing operational improvements at your call center.


Operations Consulting

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.