With Lean Six Sigma, BMG helped improve consumer loan and brokerage transfer cycle times; and as a result, increased customer satifaction for many Banks. Lean Six Sigma can be applied to a variety of processes at any Bank for total performance excellence.

• Account Attrition
• Account Retention
• Active Account Review Process
• Back Office Credit Operations
• Branch Annuity Services - Phone Prductivity
• Branch Office Expense Reporting
• Branch Office Profitability
• Brokerage Transfer Cycle Time
• Call Duration Review
• Call Service Quality Evaluation
• Cash Vault Efficiency
• Check Deposit Errors
• Check Processing
• Client Retention Process
• Complaint Reviews
• Data Center Expense Reduction
• Decrease Amount Of Returned Mail
• Decrease Number Of Account Holds
• Decrease Percentage Of Staff Not Receiving Training
• Decrease The AR Payments With Cross Border Fees
• Deposit Processing Optimization
• Electronic Statement Delivery
• Eliminate Inactive Loans In Database
• Eliminate Unnecessary Paper Reports
• Elimination Of Invalid Bloomberg Terminal Charges
• Elimination Of Representative Assisted PIN Calls
• Foreign Debt Securities Accrued Interest Review
• Improve Cycle Time In Website Enrollment
• Improve Recovery Rate Of Charged-off Loans
• Incomplete Documentation
• Increase Market Call Success Rate
• Indirect Loan Processing
• Inaccurate Billing
• Late Terminations
• Legal Account Write-offs
• Low Balance Accounts
• Low Survey Score Call Back Process
• Miscellaneous Expenses
• Misdirected Call Reduction
• Mutual/ Money Fund Referral Call Reduction
• New Account Opening Branch Referral
• Overdraft Notice Review And Mailing Process
• Overnight Mail Expenses
• Procurement Card Usage
• Bill Payment
• Prospect To Client Enrolment
• Prospect To Client Experience
• Recruit Debrief Process
• Recruiting Billing Management
• Reduce Branch Office Rework
• Reduce Carded Term Deposits
• Reduce Check Defects
• Reduce Cycle Time In
• Account Conversion
• Reduce Defective Letters Of Offer
• Reduce Funding And Documentation Delays
• Reduce Loan Approval Hand-off Process
• Reduce Number Of Contacts Per Loan Release
• Reduce Payment Failures
• Reduce Personal Overdraft Write-offs
• Reduction In Re-documentation Occurrences
• Report Generation Process
• Representative Generated Client Correspondence
• Resident Manager Selection, Training And Retention
• Retail Lockbox
• Roles And Responsibilities
• Root Cause Of Insurance Complaints
• Sales Credit Reserve Reduction
• Statement Close Consolidation
• Trading Error Reduction
• Undeliverable Mail
• Unpriced Securities
• Vendor Management
• Wholesale Lockbox

• Fidelity
• TD Bank
• Bank One
• Lincoln Financial Group
• Wells Fargo
• Sovereign Bank
• The Hartford
• Cross Country Home Services
• Bank of NY
• Credit Acceptance Corp.
• MiFlorida Federal Credit Union
• Balboa Capital
• Bank of Montreal
• African Bank Investment

If you are just getting started thinking about Six Sigma or Lean in a Banking environment, BMG encourages you to contact us to learn more.