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Financial Services

Success in a Changing Environment.

Today, every segment of the financial services sector is faced with pressing challenges to improve operations, reduce costs, avoid over-spending on technology, while effectively delivering new and better services.  Whether your organization is a large bank, community bank, credit union, or a transaction processor, Guidon is uniquely prepared to help you overcome these challenges by delivering rapid, sustainable business improvement.

With Guidon, you’ll work with experienced professionals who understand the complexities of financial services process improvement, as well as the regulatory and technology environment. Our team – including our founders – has direct experience in operational or technology roles within financial services organizations, giving us an inside perspective and an extensive track record achieving results in your industry.

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Our Practice

Guidon’s financial services practice has worked with organizations of all sizes to overcome a wide range of challenges including:

  • Improving operations while reducing costs.
  • Launching new products faster to rebuild the top line.
  • Mitigating the complexity and cost burden of increased regulatory requirements.
  • Lowering technology, image and workflow spends without impacting the business.
  • Growing profitability/return on assets in an environment of low interest rates and higher foreclosures.
  • Managing branch capacity and improving call center efficiency without sacrificing service.
  • Offering efficient but superior customer services while simultaneously expanding products and adopting new technology in a small-scale environment.
  • Effectively and quickly managing integrations, mergers or outsourcings through improving process, technology and people.

From decreasing loan processing time to reducing expenses by millions of dollars, our solutions could mean big savings for your organization. To see our practice in action, see our financial services case studies.

Case Studies

See our methodology at work for financial services organizations like yours. Select a case study for details:

Click here to view all Financial Services Case Studies.

Clients

We’ve delivered industry-leading results for a variety of financial services clients including:

  •  TD Canada Trust
  •  BB&T
  •  Key Bank
  •  Randolph-Brooks Federal Credit Union
  •  Symcor
  •  Electronic Data Systems (EDS)
  •  Remitco
  •  First Data

 Contact us to find out what Guidon can do for you.

News & Publications

Click here to view all Financial Services News and Publications

Contact Guidon About A Custom Solution

To learn more about how custom solutions from Guidon can help your financial services organization, contact us through our website or call us toll free at 1.866.986.4414 or 480.986.4414 for international calls.

Document Actions

Guidon consultants understand our challenges and speak our language. They have helped us leverage Lean Sigma principles and they are transferring knowledge that builds our intellectual capital

Paul Johnson

Director of Process Management, Symcor

 

New Video

FOX Business: The Winners and the losers of healthcare reform with Guidon CEO & President, Ron Wince

Fox Video - Healthcare Reform

Guidon CEO, Ron Wince questions the cost savings of the health-care reform bills with FoxBusiness.com.

Click here to watch video

New Case Study

Process Improvement in Accounts Receivable

For this specialty pharmacy, the payment complexity between Physician diagnosis, acceptable payor requirements, benefits eligibility, patient financial responsibility and governmental or regulatory requirements either delayed or exasperated bad debt. Unable to control growing bad debt losses, senior leadership targeted a specific goal to reduce bad debt through the identification of bad debt root causes.

Click here to read case study

New Article

Improving Lab Efficiency: It all boils down to process, process, process

"It's not a good time. We'll get to that later." How many times have you heard or said something similar when discussing critical laboratory process improvements? "Later" often turns into never. You may be too overloaded to deploy new initiatives, but waiting only exacerbates the challenges. Processing delays and errors due to overcapacity have surely led to preventable patient deaths--a tragic yet completely unnecessary situation. It takes just days to effectively install efficiency processes utilizing LeanSigma lab tactics and less than a week to positively impact patient outcomes while reducing laboratory stress.

Click here to read article