With banks and other financial services players facing increased scrutiny and diminishing returns, a focus on process management is ever more imperative. SSA & Company has been supporting financial services organizations for more than 15 years, helping to drive billions of dollars of benefits from front-line sales and services as well as back-office administration.

Our expertise spans multiple areas, including wealth management, retail banks, mortgage companies, corporate finance and insurance. We initiated Lean Six Sigma at Merrill Lynch, the first major process improvement effort in financial services, and since then we have led process improvement efforts at other leading firms including RBS, American Express, State Farm and AXA Group.

We have helped clients improve their sales force management, customer response time, loan origination and servicing, cash flow management and service quality.  For example, for one of the world’s leading insurance companies, we:

* Delivered bottom-line impact of over $750 million

* Generated value within a consolidating industry by breaking down vertical silos and integrating disparate efforts

* Fostered organic innovation through integration of a DFSS program that started many years ago