20 years · Consulting & training for financial institutions
We fix the processes that cost financial institutions most, and train your people to keep improving them.
Slow onboarding. Costly rework. Payment errors. We redesign the process, apply AI and automation where they pay off, and build the skills your teams need to keep it that way.
Banks · credit unions · lenders · insurers · wealth managers
- Projects delivered globally
- 450+
- Saved for our clients
- $550M+
- Professionals trained
- 1,000+
- In benefits for every $1 invested
- $350
Trusted by leading financial institutions
Banks, wealth managers and financial firms have relied on ProcessArc for more than two decades.
Charles Schwab
CIBC Bank
U.S. Bank
Baird
What we do
Consulting to fix the process. Training so it stays fixed.
A new process only lasts if your people can run it and keep improving it. We offer both, separately or together.
Fix the process
We find where time, money and risk are lost, redesign the process around your customer, then automate what's ready.
- 1. Assess
- 2. Redesign
- 3. Automate
- 4. Sustain
- Process Excellence & Lean Six Sigma →
- AI & Intelligent Automation →
- Customer Experience Transformation →
Upskill your people
Programs approved by the American Society for Quality (ASQ), taught by the co-authors of the McGraw-Hill Lean Six Sigma book.
- Problem solving:
- Find the root cause with data, fix it, and prove the result.
- Process thinking:
- See work end to end, across hand-offs and systems.
- AI readiness:
- Know what to automate, prepare it first, and use AI safely.
Financial services expertise
We know how financial institutions work. Here's what we've changed.
In financial services, waste hides in hand-offs, rework, approvals and data nobody uses. These are real results from our work.
- $50Mefficiency opportunity identifiedClient onboarding →
- 98%faster credit decisionsLoan applications →
- $4.5MMoperational risk reductionWire transfers →
- $1.5MMrecoverable operating costBack office →
- $225Ksaved in four monthsFund accounting →
- $2.1Msaved in eight monthsRetail branches →
- $500M–$17Basset-size institutions benchmarkedCredit unions →
- 8Read all case studies →
14 processes we've fully redesigned
Recognise one of these? We've fixed it before.
Each redesign was taken end to end, and together they account for millions in client savings.
Onboarding & offboarding
- Business onboarding
- Retail onboarding
- Decedent & account offboarding
Lending
- Retail lending
- Indirect lending
- Commercial lending
- Loan servicing
Payments & cards
- Wire transfers
- Card operations
Servicing & recovery
- Account servicing
- Collections
- Fraud case intake & resolution
Contact center
- Call resolution
- Agent training & onboarding
Free playbook
Download our 20-year playbook: The Waste Reduction Playbook.
Your 4-step process probably has 32 steps. This free 12-page playbook shows how to find the waste hiding in financial services processes, put a dollar value on it, and remove it for good.
Get the playbook free
Why ProcessArc
We wrote the book on Lean Six Sigma.
Our founders are GE-trained Lean Six Sigma Master Black Belts and co-authors of The McGraw-Hill 36-Hour Course: Lean Six Sigma. Today we pair that rigour with automation and AI.
GE heritage
Plastics, Healthcare & Capital
ASQ-approved
Financial services Lean Six Sigma curriculum
Fiserv partner
Customer experience for institutions
Published research · Filene Research Institute
0.60 to 0.70: the efficiency ratio of mid-size credit unions. Banks of the same size ran at about 0.50.
The efficiency ratio is what it costs to earn each dollar of revenue. Our white paper for Filene shows where credit unions lose efficiency, and how process improvement closes the gap without hurting the member experience.
Foreword by Dennis Campbell, Harvard Business School. Ratios compare institutions with $500 million to $17 billion in assets.
Read the Filene white paper summary →Latest Thinking
Practical ideas you can use.
Article · Feb 2024
You are exposed to generative AI risks, whether you use it or not
A $25M deepfake wire fraud shows why every institution needs a generative AI risk posture, even if it has not deployed generative AI itself.
Article · Jun 2023
Intelligent automation: what is it and how to start
The fourth industrial revolution, a labour shortage and rising customer expectations: the perfect storm, and where to begin with intelligent automation.
Free download
The Intelligent Automation Playbook
30–50% of RPA projects fail. This free 13-page playbook shows how to pick the right processes and tools, use AI safely, and make automation pay back.
FAQ
Common questions.
What does ProcessArc do?
ProcessArc is a consulting and training firm for financial institutions. We fix costly, slow or error-prone processes, and train staff in problem solving, process thinking and AI readiness so the improvements last. We have worked with banks, credit unions, lenders, insurers and wealth managers for 20 years.
Do you offer consulting, training or both?
Both, separately or together. Our consulting includes knowledge transfer so your teams can sustain the gains, and our training is built around real projects from your own business.
Which training is right for me or my team?
Each of our two trainings, Lean Six Sigma and AI & Automation, has a 4-question assessment about your role, goals, time and experience. It recommends a program, such as Green Belt, Black Belt or Executive Essentials, and explains why.
Is ProcessArc’s Lean Six Sigma training accredited?
Yes. The American Society for Quality (ASQ) approved our financial services Lean Six Sigma curriculum as the standard for the sector.
Why fix the process before automating it?
Automating a broken process only makes the waste run faster. 30–50% of robotic process automation (RPA) projects fail, usually because the wrong process was chosen or it wasn’t fixed first. We redesign the process first, then automate.
Which process is costing you the most?
Tell us about it. The first consultation is free.