These sample engagements demonstrate our extensive experience in our service offerings.
Our proprietary analytical techniques and engagement philosophy will result in specific and actionable insights to turnaround your business not only for efficiency, but also effectiveness.
  • Helped turn around Default Mortgage operations at a top-10 US bank: developed insightful reporting and operational analytics, enhanced customer experience, implemented staffing / utilization models, performance management, QA and training programs across multiple departments including Vendor Mgmt, Loss Mitigation, SPOC, Complaints, QA, etc.
  • Developed and implemented (within 5 months) a robust and effective Collateral/Asset Management function for the CRE portfolio of a top-10 US bank struggling with CRE servicing issues (for >9 years) across multiple platforms and organizational units
  • Led improvements to mortgage borrower experience for a top-10 US bank under OCC/Fed consent decree
  • Advised a top-3 US insurance client on procurement strategies that led to savings of $3M
  • Designed budgeting process and chargeback methodologies for the technology spend (~$550M) of a large financial services client
  • Deployed an analytical model for a top-5 insurer to forecast agency workforce gap over 40 years under various external and client controlled scenarios; recommended sales/distribution strategies to close the gap
  • Custom designed and delivered trainings for consultants and bankers on a wide variety of topics including: Banking Basics, Financial Modeling, Business Case Development, Strategic Financial Analysis, Presentation Development; Transforming data into Information, Process Optimization, Lending Operations, CRE, Mortgage Business, Regulatory Case Studies, etc.
  • Served as business advisor (credit cards, small business lending, mortgage) to implement activity based compliance training for business unit associates of a top-10 US bank under regulatory scrutiny; collaborated with Deloitte’s Human Capital and Regulatory teams
  • Led a team from multiple consulting firms to develop and implement models for predicting candidates who would be successful through an arduous recruitment process and in the initial years of appointment at a top-5 insurer