Financial Services

SSA & Company has been supporting financial services organizations over the last 15 years, helping to drive billions of dollars of benefits from front-line sales and services to back-office administration. We initiated Lean Six Sigma at Merrill Lynch, the first major process improvement effort in financial services, and since then we have done more of these projects in more places with more success than anyone else in the industry.

We have served all types of financial services companies:

• Retail Banks
• Consumer Finance Companies
• Brokerage Firms
• Mortgage Companies
• Insurance Companies
• Investment Banks
• Ratings Companies

Our expertise in financial services spans the full range of customer-facing and support functions including Human Resources, Sales, Operations, IT, Service, Logistics, Asset Management, Risk, and New Business Development.

A recent success story was our work with one of the world’s leading insurance companies. The program, which was launched in 2002, has delivered $750 million in bottom-line impact. More importantly, it has been instrumental in integrating disparate efforts across vertical silos and breaking them down to generate value within a consolidating industry. Lastly, this insurer is at the cutting edge of design methodologies within financial services, having started a DFSS program many years ago and now made it part of the company’s organic innovation efforts.

For more information please contact fsi@ssaandco.com

SSA & Company - Transforming business through smarter process