Knowledge Hub · Proven Success
What changed for our clients.
Digital transformation of client onboarding reaps a $50 million efficiency opportunity
A century-old global financial institution replaced paper-heavy, multi-form applications with a universal digital application, business-rule workflows and predictive risk ranking, cutting application-to-decision time by 20 days.
Read the case study →- faster application-to-decision
- 20 days
- fewer touchpoints
- 50%
- less chance of missing forms or data
- 90%
- onboarding for low-risk clients
- 30 → 2 days
All case studies
Software support provider · Customer retention
$12MM
incremental revenue
Data mining uncovers the keys to retention, doubling customer lifecycle
Read the case study →Fund services organization · Fund accounting
$225K
saved in four months
Lean Six Sigma increases efficiency for a fund services firm
Read the case study →Credit unions · Research with the Filene Research Institute
$500M–$17B
asset-size institutions benchmarked
Operational efficiency: process improvement opportunities for credit unions
Read the case study →National retail bank · Retail division
$2.1M
saved in eight months
Simplify and unleash: one bank’s strategy for growth through Six Sigma
Read the case study →Global lender · Auto loan applications
98%
faster credit decisions
Improved response time increases revenue for a global lender
Read the case study →Growing bank · Back-office operations
$1.5MM
recoverable operating cost
Lean Six Sigma for back-office transactions: operational cost reduction in the millions
Read the case study →Mid-size bank · Wire transfers
$4.5MM
operational risk reduction
Lean Six Sigma for financial transactions: $4.5MM operational risk reduction in wire transfers
Read the case study →