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Financial Services Industry

Faced with an unpredictable global economy and the accompanying regulatory pressures, financial services organizations must tighten their internal systems and processes. From optimizing resources and integrating voice of customer to adopting emerging technologies and mitigating risk, financial services organizations must look at the end-to-end process to identify opportunities for innovation, cost reduction and differentiation. To succeed, financial services organizations must achieve these goals while delivering customer delight and ensuring employee engagement.

Best Practices, LLC, assists executives with successful financial services organization management by providing critical business benchmarking services. Our products and services enable financial services organizations to grow by comparing processes and performance levels to industry peers as well as high-performing non-financial services companies.

Specifically, executives use our benchmarking to uncover organizational gaps through industry-specific and cross-industry benchmarks and best practices across areas such as:

  • Call center excellence
  • Career path planning
  • Customer service excellence
  • Employee engagement and satisfaction management
  • Leadership development & succession planning
  • Merger, acquisition and integration excellence
  • Performance management & measurement
  • Quality, lean, six sigma and process excellence
  • Recruitment & retention
  • Rewards & recognition
  • Financial services industry trend-spotting
  • Strategy planning
  • Voice of customer capture
  • Workplace environment and culture

Financial Services

Research and Consulting

Research and Consulting

Our custom research services are designed to improve your financial services organization's performance by assessing and analyzing the winning practices of leading corporations
  • Visit Financial Services Industry Research &       Consulting
Advisory Services

Advisory Services

Our members-only benchmarking research and networking service allows you to stay a step ahead of competition and align, staff and fund your business to drive financial services organizational success
  • View Financial Services Industry Advisory Services

Benchmarking Reports

Benchmarking Reports

Our in-depth financial services benchmarking reports contain detailed industry-specific and cross-industry analyses, performance metrics, process insights and best practices from primary research conducted across leading organizations
  • View Financial Services Industry Benchmarking       Reports
Best Practice Database Services

Best Practice Database Services

Our Best Practice Database provides instant access to critical financial services benchmarks, tactics, trends, process maps and case studies
  • Access the Financial Services Industry Best       Practice Database

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Contact an Expert

Christopher Bogan,
President and CEO

Phone: (919)-767-9228

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