How we’ve helped our financial services clients

We have helped Financial Services clients with a range of issues from reducing operational costs by simplifying complex products, to understanding and managing the organisational impact of systems replacement, to addressing inefficiencies in key processes such as credit checking. We helped one large insurance client to:

• Significantly reduce product complexity and pricing making products easier for their customers to understand and simpler to administrate
• Eliminate several unnecessary paper flows for policy fulfilment and invoicing
• Introduce a new settlement approach for claims which resulted in much quicker payment and reduced rework from reconciliation

The current climate remains extremely challenging for the financial services sector – since the global financial crisis a plethora of increasingly demanding regulatory compliance issues must be addressed. There is also the constant challenge of meeting customer and stakeholder requirements. Ensuring service quality is critical to meeting these challenges and is at the heart of Oakland’s services.

Our financial services clients include

First Direct, Car Care Plan, General Motors Assurance Corporation, The World Bank, Standard Chartered Bank, Norwich Union

What our financial services clients are saying

“We selected Oakland Consulting because they stood out as a company that really understands how to simplify business processes. They are accomplished facilitators who have helped Car Care Plan on our change journey with significant benefits, including a simplified business that is making our IT replacement run more smoothly and a well-structured programme for managing the impacts of the improvements we are making.

I would have no hesitation in recommending Oakland consulting for their pragmatism, insight and collaborative working style.” Paul Newton, Managing Director. Car Care Plan Holdings Ltd

To contact one of our Financial Services consultants for immediate help or further information please contact us or telephone: +44 (0)113 234 1944