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 21 - 30 of 30

Results

  • Financial Services

The Credit Risk Management function for a large lender in Switzerland focused its efforts on reducing the time it spent on formal credit reviews for small and medium enterprises (SMEs), while...

  • Financial Services

The Employee Stock Option Service (ESOS) set-up time at a major European conglomerate bank was too long--leading to loss of assets, commissions and follow-up business, as well as lost market...

  • Financial Services

The Shared Services department at a large European bank found that 90 percent of its external recruiting costs for experienced hires was spent on agencies and print advertising, but this only...

  • Financial Services

The Shared Services department of a major financial institution experienced delays in cash flow disclosure, causing delays in quarter-end and year-end closings. Seeking to reduce the cycle time...

  • Financial Services

For a large bank, the annual cost of online queries made to an external supplier was too high. The project team reduced the complexity of queries and report selection by replacing 47 different...

  • Financial Services

The Singapore and Hong Kong booking centers of a global bank were experiencing long account-opening cycles. The project required detailed analysis and a restructuring of the entire process. The...

  • Financial Services

The Personal Account Trading group within the Compliance Department is responsible for implementing employee personal-trading policies, as well as monitoring trade activity to ensure compliance...

  • Financial Services

The fixed asset process within the Financial Accounting department at a financial services company was fragmented across multiple business units and lacked efficiency.  Detailed process...

  • Financial Services

The Structured Trade Review process involves more than 200 people spanning several different departments and areas of a large financial institution. Complexity and multiple hand-offs increase...

  • Financial Services

A bank faced with a 176-percent increase in the cost of office space rental at the Exchange Square in Hong Kong set out to minimize its space requirements while also ensuring compliance with...