Financial Services

Your Challenges

Financial Services (FS) companies are faced with the overarching challenge of recreating their businesses to become more competitive whilst being seen as a responsible service provider and taking calculated risks.

To deliver sustainable and profitable growth, they must ensure that the customer is at the heart of everything they do, from strategic decision-making, business and operational model design, to product development, service excellence and delivery.

The ability to continuously improve to stay ahead of new and disruptive new competition that challenges existing service models.

In addition to these challenges, Financial Service companies must also excel in the face of increased regulation, capital constraints and the drive for operational efficiencies, all within the context of increased market competition.

In this environment, being Lean and driving Enterprise Excellence continues to be critical to driving growth and driving business efficiencies. By focusing first and foremost on driving value to the customer, Lean has never been more important.

How we can help

Proving that Lean is not just for manufacturers, S A Partners has been working to support global financial services companies in Europe, The Americas & Australasia to drive sustainable Enterprise Excellence.

Whether through consulting, training or coaching, we are committed to helping you continuously improve your operations and critical business processes to drive the best customer experience and provide the optimal work experience for your valued employees.

We do this with a long-term partnership approach that supports you to develop and deliver on your Lean strategy by:

  • Helping define where you are going and how to get there: Providing a current state assessment on your operational excellence maturity using our proven model for Enterprise Excellence and build a roadmap to take you to the next level of your journey
  • Building improvement skills to drive change: Training and coaching to building Lean competence at all levels of your organization
  • Aligning leaders to drive excellence: Developing your leaders to drive and nurture Lean thinking and behaviors and ensuring effective strategy deployment.
  • Making operational excellence the way you do business: Embedding and improving systems and processes that support and drive sustainable Lean best practice across the organisation

4 + 1: Embedding a Culture of Continuous Improvement in Financial Services

4 + 1 book coverThe authors combine their seventy years of collective experience in Lean and business improvement to present 5 basic habits to the reader that are easy to learn yet take years to master.
A culture of continuous improvement in your organisation will start to develop almost as soon as the habits are applied and continue to mature as they are mastered.

Shingo Institute Interview Chris Butterworth

lean financial services presentation by chris butterworthChris Butterworth has recently been helping the Shingo Institute by writing and editing the book Enterprise Alignment and Results which will be available next year.  This book is the second in the series that the Shingo Institute will be releasing, with the first one released being Discover Excellence.

Product Development in Credit Insurance

This case study looks at Coface strategy, and how they wanted to grow its business volume.

Enterprise Excellence

This banking institution embarked upon a focused continuous improvement programme aimed at working towards Enterprise Excellence.

Commonwealth Bank

Embedding Productivity as a Way of Life in the organisation

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Organisational Transformation
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Leadership Development
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Systems Consulting
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Improvement Coach Programmes