Browse Case Studies: Financial Services

 

Here you will find case studies, primarily from BMGI’s clients. They span our entire ten-plus year history and cover a broad range of situations, from large transformational efforts to simple projects to applications of specific training media, such as eLearning. We hope you find them useful. Check back soon to view new case studies from other industries.

Results 1 - 10 of 30

Results

  • Financial Services

In support of its operational excellence (OE) program, Credit Suisse hired BMGI to customize a hybrid learning program to teach Lean and Six Sigma practices and tools to employees throughout the...

  • Financial Services

The Private Banking Management Accounting (PBMA) division of a major bank was mandated to provide accurate, reliable, transparent and timely information for supporting the decision-making...

  • Financial Services

The account-opening process in the Private Banking unit of a global bank was taking an average of 12 days to complete, with a median of eight days-–an unacceptable cycle time. The project...

  • Financial Services

Account reconciliation at a large financial institution was taking too long. The project team found it was taking 32 hours to manually track and sign-off on zero-value reconciliation points....

  • Financial Services

The Shared Services department of a major financial institution formed a London-based team to make its operational-excellence-related (OE) accounting processes more efficient.  With cycle...

  • Financial Services

Approximately 11,000+ servers of a large bank are backed up daily in four major regions around the globe. With this load, service levels had degraded to 85-percent success, resulting in customer...

  • Financial Services

Managed by the Shared Services department of a major bank in Asia, the restatement process is used during business reorganizations to affect reporting changes. The restatement process was...

  • Financial Services

A major US bank struggled with excessive front office costs in its Cash Equities business. Additionally, the level of its operational risk was unacceptable. Value Chain Analysis (VCA) was...

  • Financial Services

The Private Banking division of a major European bank needed a framework for establishing transparency and ownership of its end-to-end mortgage process--for the purpose of reducing credit...

  • Financial Services

The Private Banking division of a major financial institution was experiencing a 40-percent error rate in its mortgage-related contract closures and processing documentation, leading to rework...