Operational challenges in financial services
Our expertise has been called on to help a wide range of Financial Services operations tackle a number of issues including:
- The need to free up capacity to focus on improved customer service
- Problems with “service quality” – high error rates and customer complaint levels
- New and existing operations failing to meet targeted throughput and cost measures
- Operations required to cope with a new “peak” demand e.g. marketing campaign
- Consolidation of a number of satellite operations into a central large-scale operation
- Operations with a clear regulatory imperative to improve performance and reduce risk
- The need to demonstrate process stability and reduced operational risk
- Outsourcing arrangements that are failing to deliver intended benefit
- IT/IS projects that are failing to deliver intended benefits
- Sales environments where advisor capacity needs to be increased
- Telephony operations where call volumes have risen far beyond design intent


