CASE STUDY

Transformed End-to-End Businesses to Create Global Operating Model for Global Asset Manager

Challenge

A global asset manager was experiencing an inconsistent delivery model and an overly complex operational platform causing declining customer satisfaction.

The company needed to drive an end-to-end transformation to institutionalize design thinking and create a single, consistent global operating model.

Approach

  • Leveraged Lean principles to create journey maps for primary client segments, identifying pain-points and drilling down to root-cause
  • Leveraged qualitative interviews and quantitative data analysis to pinpoint key areas of inefficiency within the user journeys
  • Ran global set of future state design workshops targeted at building a market-leading client experience
  • Used future state blueprint to carve out targeted improvements

Results

I.

Identified over $60M in improvements

II.

Established target metrics & KPIs, proposed and tested potential solutions, and finalized the future-state process

III.

Provided business leadership team with training and roadmap for design thinking process

Results

I.

Identified over $60M in improvements

II.

Established target metrics & KPIs, proposed and tested potential solutions, and finalized the future-state process

III.

Provided business leadership team with training and roadmap for design thinking process

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