A global asset manager wanted to re-imagine and digitize the onboarding and service experience for its clients.
The company needed alignment to ensure success after previous initiatives by internal project teams had not produced desired results due to a lack of clarity on the client experience.
Aligned the organization to drive 50% improvement in customer satisfaction
Architected Target Operating Model, including people, process, technology, & governance to support new client journey
Delivered a new, ‘value-first’ client journey to drive engagement
Aligned the organization to drive 50% improvement in customer satisfaction
Architected Target Operating Model, including people, process, technology, & governance to support new client journey
Delivered a new, ‘value-first’ client journey to drive engagement
A global insurance company needed help to develop an optimized customer journey and systems platform to profitably capture premium growth opportunity.
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A healthcare service provider needed to evaluate key relationships between client perception and business factors to identify causes of attrition and dissatisfaction.
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A global asset manager needed to drive an end-to-end transformation to institutionalize design thinking and create a single, consistent global operating model.
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