A financial services company was facing a strict regulatory environment and required process enhancements to comply with changing regulations. The company needed to establish processes, tools, controls, metrics, and frameworks to proactively comply in a cost-effective way.
SSA & Company created a process control framework (process maps, risk identification, control plans) and used journey mapping methodologies to translate policy into BRDs and worked closely with technology to automate the KYC processes. We created a capacity model to be used for monthly tracking of productivity and efficiency across four locations, automated the regulatory mailing processes, and worked with developers to create transparent controls reports and workflow.
Generated annual cost savings of 5%
Developed and implemented process control framework around 10 core processes
Translated 25+ country-specific policies into BRDs with full traceability of firm policies to the automated rules
Generated annual cost savings of 5%
Developed and implemented process control framework around 10 core processes
Translated 25+ country-specific policies into BRDs with full traceability of firm policies to the automated rules
A global insurance corporation needed to drive an end-to-end transformation to institutionalize design thinking and create a single, consistent global operating model.
Learn More
A global asset manager wanted to re-imagine and digitize the onboarding and service experience for its clients.
Learn More
A marketing and sales support company faced internal issues with cumbersome manual processes.
Learn MoreWe partner differently. Shoulder to shoulder, we solve today’s toughest business problems with you.