Finnytech Service

As your organization grows and scales, repeatable and systematic approaches become more important to create a sustainable business. A solid foundation is required to understand the interconnectivity between your departments and the way your member experiences your organization.

Processes Some of the potential processes to be considered and created within the scope of the engagement.

Open Account
Service Transaction
Apply for Loan
Manage Knowledge
Govern Process and Procedures
...

Metrics Some of the potential metrics to be considered and captured within the scope of the engagement.

♦ Loan Pull Through
♦ Account Opening Drop Off
♦ Underwriting Cycle Time

♦ Request Resolution Duration
♦ Call Duration
♦ and more...

Scope The various levels of time and complexity to be considered as part of the engagement.

Small: 2+ days. Review and assessment of existing process maturity. Analysis of procedures and enterprise knowledge. Interviews of key process consumers.

Medium: 2+ weeks. Assessment plus deep dive into existing process landscape. Review of available data, process integration, and process governance. Identification of opportunities for improvement and action plans to improve and innovate process management.

Large: 1+ months. Deep dive plus process overhaul. Active management of participating staff. Updates to existing and deployment of additional process technologies.

Deliverables Some of the potential tangible outcomes to be considered and produced within the scope of the engagement.

✓ Initial Assessment
✓ Proposed Processes
✓ Baseline Metrics
✓ Opportunities for Improvement
✓ Suggested Action Plan

Process Improvement: Simplify and integrate.

How lean is your organization? Do you measure your cycle times for loans, account opening, or mortgage underwriting? Let us help you streamline your operational processes, identify bottlenecks, and introduce automation.

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