Browse Case Studies: Financial Services

 
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  • Financial Services

The Private Banking division of a major financial institution was experiencing a 40-percent error rate in its mortgage-related contract closures and processing documentation, leading to rework and...

  • Financial Services

The Private Banking division of a major European financial institution recognized the risks inherent in doing business when it came to the outflow of confidential client data. A project was...

  • Financial Services

In support of its operational excellence (OE) program, Credit Suisse hired BMGI to customize a hybrid learning program to teach Lean and Six Sigma practices and tools to employees throughout the...

  • Financial Services

The Employee Stock Option Service (ESOS) set-up time at a major European conglomerate bank was too long--leading to loss of assets, commissions and follow-up business, as well as lost market share...

  • Financial Services

The Shared Services department at a large European bank found that 90 percent of its external recruiting costs for experienced hires was spent on agencies and print advertising, but this only led...

  • Financial Services

The fixed asset process within the Financial Accounting department at a financial services company was fragmented across multiple business units and lacked efficiency.  Detailed process...

  • Financial Services

The Structured Trade Review process involves more than 200 people spanning several different departments and areas of a large financial institution. Complexity and multiple hand-offs increase...

  • Financial Services

The Private Banking division of a major European bank needed a framework for establishing transparency and ownership of its end-to-end mortgage process--for the purpose of reducing credit protocol...

  • Financial Services

Approximately 11,000+ servers of a large bank are backed up daily in four major regions around the globe. With this load, service levels had degraded to 85-percent success, resulting in customer...

  • Financial Services

An audit within Investment Banking revealed that 16-percent of development-tool usage exceeded license limits, exposing the bank to significant financial and reputation risk. The project team...