Lean Six Sigma for Financial Services

Balancing Customer Satisfaction and Operational Efficiencies

Speed, cost, and accuracy are the essential ingredients of success in today’s competitive, high velocity marketplace. To achieve these goals, firms have recognized the importance of learning from the success of others, with methods of Six Sigma and “Lean thinking” representing the most powerful tools to date in the quest for excellence.

SPI practitioners have implemented hundreds of Operational Excellence projects for Financial Services businesses. Lean Sigma works well in the banking and the financial services industry because they are both process-orientated environments. These industries look to Lean and Six Sigma to improve customer relationships, increase customer retention, streamline processes, and increase employee satisfaction within the organization.

Following are but a few summaries of SPI led projects in Financial Services:

• Mortgage Point of Sale
• Central Operations
• Customer Service Improvements
• File Defect Reduction
• Application Cycle Time Reduction
• Fee Income lending
• Commercial Loan Operations
• Conversion lead time – Credit Card
• Retail Bank Verification of Deposit
• Payroll Case Defects

Talk to us about consulting and training opportunities that will dramatically improve your bottom line. We guarantee our deployments results!