Our financial services expertise spans multiple areas, including wealth management, retail banks, mortgage companies, corporate finance, insurance [and reinsurance]. We have been supporting financial services organizations for more than 15 years, helping to drive billions of dollars of benefits from front-line sales and services as well as back-office administration. We initiated Lean Six Sigma at Merrill Lynch, the first major process improvement effort in financial services.
Our experience includes work in these areas: operating model design, risk management, complexity reduction, change management, performance improvement, sales performance enhance.
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Senior Managing Director | Chief Operating Officer