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In today’s competitive world, banks and financial institutions must now follow the same rule as industrial corporations: produce services efficiently, reduce response times and cut operating costs. To accomplish this, it is necessary to drive change simultaneously in the three core areas of people, processes, and planning. Lean principles address each of these areas.
Lean principles can make operations in any business better, faster, simpler, and less costly, but translating and synthesizing the principles and tools of lean into a sustainable lean transformation is a major challenge in any service organization.
Productivity consultants have helped finance, insurance and leasing enterprises worldwide instill lean changes with lasting results. By learning how to manage flow visually, balance resources, and shorten lead times, our clients have saved time and money. Most importantly, they’ve become customer-centric and highly responsive, boosting both customer and employee satisfaction, and gaining market share.
We also have created specific training material for the financial environment, and coached project managers through project management. Some of the assignments we have completed in the Financial Sector include back office and front office process improvements, in the Banking Industry and the Insurance Industry:
Retail Banking backoffices: support to Lean implementation through training and support to lean projects, such as:
Corporate Investment Banking: support to Lean implementation.
Insurance: Lean training, and insurance to Regional Back office teams.
Car Lease: Lean training and implementation in all operations departments and in sales.
Affinity Insurance: Lean training and Lean implementation in all company departments.
See our White Paper: Managing Complexity at a major insurance broker
White Papers Publications