Finance, Banking, Insurance


Transformation Results Examples

Additional Benefits


  • Value Stream Mapping to identify improvements
  • Facilitation of kaizens for improvements
  • Lean Daily Management
  • Strategy Deployment – a leadership tool for ensuring a laser-like focus on your strategic priorities


  • 2-3x increase in advisor capacity
  • $4 MM cost reduction at a wealth mgmt advisor company
  • $19 MM cost reduction at an internet bank
  • $1.2 MM cost reduction at a community bank
  • $6 MM cost reduction at an insurance company


  • Reduced non-value add time for advisors
  • Improved client contact
  • Growth capacity

We work with our clients as Practitioner Partners… not consultants.