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 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 large financial institution was not maximizing its potential for making trade recommendations to customers.  Voice of the Customer analysis revealed that...