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> Our Expertise > Financial Services Industry

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 services to uncover organizational gaps and industry / cross-industry benchmarks across:

  • 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
Christopher Bogan

Christopher Bogan

President and CEO

Chris has 26 years of experience in helping U.S. companies bring new biopharmaceutical products to market. Over that time, he has helped dozens of new brands launch assets totaling hundreds of billions of dollars.

Phone: (919)-767-9228

Schedule a Meeting