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Financial Services

The current climate is extremely challenging for the financial services sector - a global crisis in liquidity (AKA the 'credit crunch'), a plethora of increasingly demanding regulatory compliance issues and the constant challenge of meeting customer and stakeholder needs.  This creates a set of drivers for change across the sector, and may raise questions that Oakland can help you answer.


Drivers for Change


Potential Questions


How Oakland Can Help
Meeting customer and shareholder
demands		 How can we improve efficiencies
in the financial supply chain?

By creating excellent & consistent
end-to-end customer experiences
and removing non-value adding
activities.
How can we deliver better
return on investment for our
shareholders?
Balancing short-term profit with
long-term growth

How do we improve performance
without incurring additional costs
or losing sight of our long-term
goals?

By getting exceptional clarity on your
strategy and deploying it fully
throughout your organisation.
By identifying the appropriate blend of
incremental improvement and
radical transformation.
Managing ever increasing
regulatory scrutiny		 How can we prove we have
effective controls and processes
in place to ensure accountability
and meet the goals of the
regulators?
By building a performance management
& reporting system that delivers real
business value.
Continued investment in
technology and replacement of
legacy systems		 Are we achieving the maximum
benefit from our IT investments?		 By taking a balanced process - people -
technology approach, driving information
needs.
Is our IT programme going to
deliver?		 Through IT programme management
assessment, health checks and project
recovery

 
 
Case Studies

First Direct
Developing Exceptional Management Teams at First Direct
A development programme was designed and delivered to meet the needs of a target group of managers such that they become exceptional managers with regard to: balancing hard-nosed business performance while maintaining First Direct's unique culture; managing the performance of their teams; providing leadership; and realising the potential of their people.
Read the full case study
American Express Europe Ltd
Investigating the feasability of contact centre restructuring at American Express Europe
A project was established to investigate the viability and create one customer service area that handled both card member and merchant aspects of charge queries. The team was given four weeks to make recommendations and provide a full cost benefit analysis. The merging of two large, traditionally functional based departments would need to address some complex strategic issues which would have a significant impact on customer and merchant satisfaction. There was also the sensitive issues of potential job losses to be considered...
Read the full case study