Financial Services Transformation Case Study

Financial Services Organization uses BusinessOptix to transform its customer facing operations

A well-known financial services organization had an objective to transform their customer facing working practices from ad hoc and siloed to continuously improving – especially as they were finding new and better ways to work and needed an easy way to implement these.

The journey started with the creation of a continuous improvement team whose first task was to transform the claims handling process. Early on the team recognized that documenting their as-is and to-be processes and finding a simple way to roll these out was going to be an important part of the transition.

Download the “Transforming Customer-Facing Operations” case study to find out more!