Financial Services

Sectors

Financial Services

Financial service firms face challenges on every front, from New Consumer Duty to changing regulations and increasingly demanding customers.

Whilst there is a significant focus on the digital agenda, we believe transformation needs to go beyond systems and platforms to focus on the most valuable asset, people.

Freddie Leech

Our expert Freddie can help with any questions

How we help

Our detailed and hands on approach enables us to identify issues, enhance interfaces and fundamentally challenge the status quo.

Areas we work in:
  • Sales and Account Management
  • Front-Line Customer Support
  • Middle Office Functions such as Fiduciary Operations
  • Back Office Client Service Teams
Who we work with:
  • Customer Service Agents
  • Accounts Technicians
  • Account Managers & New Business teams
  • Claims Handlers
What we do:
  • Reduce the amount of non-value added activity people spend their time on
  • Coach and upskill managers in a more active style of management
  • Enhance interfaces and collaboration through breaking down silos
  • Review structures, roles & responsibilities to support improved performance
  • Reduce WIP levels and End to End processing times
What we have achieved:
  • Significant increases in capacity resulting in increased top line performance
  • Transformed claims handling teams to recover significant revenue
  • Upskilled managers to make them more than technical escalation points
  • Enhanced customer experience and colleague engagement scores
  • Reduced bottom line costs while enhancing productivity

Our expertise

  • Embedding an effective management operating system across operations
  • Implementing accurate measures to plan and drive daily individual performance
  • Creating meaningful operational dashboards to provide insight at all levels of management
  • Enhancing flow through the end to end process through driving out waste
  • Creating more proactive and effective sales and account management teams
  • Transforming forecasting and resource planning techniques to better cope with changing demand
  • Creating capacity to enable service improvement at no additional cost
  • Changing behaviours to create greater accountability and ownership

Results

£2.5M
Annualised benefit through top line growth and bottom line controls
£8.7M
Additional revenue through enhanced claims management
30%
Reduction in customer complaints and escalations

We are thrilled to have received our second 'Highly Commended' award for our collaboration with ReAssure, celebrated for our “hugely strong client partnership,” underscoring the value of our dedication to fostering strong client relationships.

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