Financial Services
The financial services industry is experiencing enormous change. Commercial banks, insurance companies, investment managers, mutual funds, and mortgage companies are facing tremendous pressure in terms of revenue growth, profitability, and performance; credit risk; a changing regulatory environment; reputational risk; and customer service and satisfaction.
Endeavor Management has a long a deep history of service to the financial services industry, working with leading financial institutions in strategy development and implementation, revenue growth, organizational effectiveness, operations and technology, customer engagement, human resources and work force development.
Featured Case Study
Post Acquisition Operations Integration
Client Situation: When our client was acquired by an industry leader, part of the integration plan called for the parent company to administer more insurance-funded contracts for our client. In addition, the parent company was planned for transfer–tripling the number of contracts to be processed and serviced. To scale up quickly to handle this increased volume, Endeavor Management was brought in to (1) assess the operations, (2) identify high-potential improvement areas and (3) offer an approach for very quick scalability.