Financial Services

Following unprecedented upheaval, institutions in the financial services sector face fresh challenges with fragile investor and customer confidence, and tougher regulations.

Paloma Consulting provides business improvement consultancy and training services to help financial service companies address these strategic challenges and enhance their competitive advantage.

Our proven approach creates value for clients by eliminating complexity and streamlining transactional processes, cutting costs and enhancing the customer experience.

Paloma's Lean Six Sigma consultants have completed 151 projects with major financial services institutions including investment banks, mortgage, insurance, pension and credit providers. In doing so we have delivered an average audited return on investment of 31 times.

See our cases studies

Paloma also paid attention to the soft skills needed to turn our people into effective process improvement consultants.

Head of Continuous Improvement
Life and Pensions Provider

Paloma's Lean Six Sigma consultants have worked with clients in this sector to implement company-wide improvement transformations by providing strategic insight, guidance, facilitation and knowledge transfer to solve business problems and deliver sustainable results.

Outcomes of individual projects include

  • Streamlined transactional processes
  • Reduced time to resolve customers' issues
  • Reduced internal process time and cost
  • Reduced customer complaints
  • Restructured call centre operations to deal with customers more effectively
  • Ensured compliance with regulatory requirements