Financial Services

We believe we are unrivalled in our knowledge, experience and capability of effectively applying operational excellence principles.

Within our heritage we were trail blazers for continuous improvement training and lean consultancy across many sectors. From the inception of Deerness Consulting (see Our Evolution) our founder has been keen to broaden and develop our market sector experience. This continues through our supply of services contracts and valued relationship with OEE Consulting (GoBeyond Partners), where we’ve delivered numerous successful engagements both in the UK and Worldwide, across a range of blue-chip financial service organisations.

A selection of the Financial Services organisations we have delivered successful projects within:

Through our relationships and engagements within Financial Services we have developed significant knowledge, capability and experience. The following are selected examples of successful engagements and range of delivery skills:

  • Consulting: 6-week opportunity assessment and organisational design review of US based (multi locations) corporate pensions administration business
  • Project management / training & coaching: improving customer experience and reducing labour costs at multi-site contact centre within government backed investment organisation; included overall project management, pilot design / testing / approval, training delivery, coaching and sustainability monitoring
  • Consultant / workstream lead: delivered multi location (UK & India), operations transformation programme within insurance business claims operation leading to >£1m annualised savings
  • Workstream lead: 6-month deployment leading consulting team implementing operational processes, organisation structure and operational excellence practises during rapid set-up of operation in response to demand growth of PPI claims for UK bank
  • Consultant / coach / mentor: 3-month programme imparting lean transformation and change management skills for internal consultancy team of investment bank (UK, Holland, Poland)

Example of feedback:

“I would just like to take the opportunity to thank you for your participation on the project, with your support we have been able to very quickly mobilise and produce a One Best Way process that will support operations and the wider divisions manage customer work pre and post Migration weekend. The level off control this process will offer the sites, will ensure that we have a massive reduction of risk, on the customer impact removed over migration weekend and you have played a large part in that”.  Operations Excellence Manager, UK Banking Operations.