Streamlinging processses for a global financial institution

Challenge

The customer had several processes related to both operations and customer relationship management, where friction between different functions and stakeholders caused inefficiency, redundant work, and frustration.

There were different ways of operating between various business functions and also across different countries. Additionally, legal regulations posed their own challenges on how things could be handled in each country.

Processes were not always genuinely aligned with customer journeys, leading to a too organization-centric approach, resulting in a detriment to value creation.

Customer

Global financial institution

How did we help?

As-Is analysis and identitying pain points

Interviews and workshops for subject matter experts and to management

Creation of different solution alternatives

Sparring and iterations

Solution

Digital Rebel was part of the customer's team, and together we embarked on the transformation of several processes by engaging both experts and leadership through interviews and workshop series.

Based on the analysis, we formed a comprehensive understanding of the current situation and identified issues and friction between different functions and roles.

We conceptualized a framework that we used to revamp, streamline, and enhance processes, with a focus on increasing efficiency and customer-centricity.

We conceptualized a framework that we used for the renewal, streamlining, and optimization of processes, as well as for enhancing customer-centricity.

Jenni Saarenpää/CEO

jenni@digitalrebel.fi
+358 45 868 4790

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