CAPABILITIES & EXPERTISE

Financial Services

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.

 

Contact this practice leader directly, or submit an inquiry:

John Rodgers
Senior Managing Director | Chief Operating Officer
jrodgers@ssaandco.com
(m) 815-735-3223