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Upcoming Event

2012 High Performance Virtual Summit

High Performance Virtual Summit

This year's summit on “Creating Real Change” will give you the opportunity to learn from leaders in healthcare and industries who will share their experiences and perspective on improvement and transformation with an emphasis on what really works.

Click here for more info & register

New White Paper

Enterprise Risk Management: Proof or Promise?

There is overwhelming consensus among financial services executives that the current risk environment has become significantly more complex, dynamic, and difficult to navigate. Some new mandates are expensive and cut into margins and profitability, so there is a real motivation to not only comply but to more effectively manage the response and cost.

Click here to read white paper

New Article

Executive Insight: Five New Year’s Resolutions for Every Hospital in 2012

Creating ecosystems/cultures of improvement, adopting a more holistic view, improving the patient experience, embracing IT, and seek innovation.

Click here to read article

Financial Services

The current business environment has changed significantly from the recent past with new economic and regulatory uncertainty and obstacles that pressure fees,  revenue, service delivery, margin and ultimately shareholder return.  This is why our deep heritage of financial services experience and customized, process-driven solutions are valued by our clients as we execute rapid, sustainable improvements.

We serve clients across the sector including commercial banks, investment banks, credit card businesses, property and casualty insurers, life insurers, and other non-traditional financial institutions.

Guidon’s Financial Services Practice delivers fact-based solutions to the complex strategic, operational, and technological challenges that financial organizations face today.

                 

Client Challenges

The financial crisis has exposed and exasperated many of the challenges the industry faces, such as shareholder return, regulatory reform, and aging infrastructure.

  • Shareholder Return – Almost every financial services business is pressured in revenue and margin by the current economic and regulatory environment. Cost structures must be transformed to align with these pressures – adjustments are needed to operating models, products, channel strategies, fee structures, and day-to-day business practices.  For many this drives consolidation and the need to execute flawless internal or business-to-business integration.
  • Financial Regulatory Reform – In and of itself, the financial legislation is driving much activity to gain clarity and define the best way to meet the anticipated data, information, fiduciary, and capital mandates while not crushing margins or hurting service delivery (e.g. The Dodd-Frank Wall Street Reform and Consumer Protection Act, Basel III, Solvency II, and the Private Fund Investment Advisers Registration Act)
  • Aging Systems Infrastructure – Over the last 30 years there has been an incredible degree of industry consolidation and technology improvement – every institution is burdened with keeping up.  At some point getting to a common operating platform is an ominous challenge.  Organizations can invest huge amounts of resources and yet end up having the “me too” systems and processes that don’t advance their strategic product or delivery capabilities nor necessarily improve their overall efficiency and effectiveness.

Despite these industry challenges, many of our clients are well positioned in the downturn and are gaining market share with creative products, delivery, and acquisitions.  Others are cutting costs, re-organizing for more effective delivery, and rebuilding their systems infrastructure.

For each of these clients and their unique circumstance, Guidon delivers fact-based, customized solutions and helps to execute rapid, sustainable improvement.

Our Capabilities

Over 30% of the client work we do is with Financial Institutions across the sector including commercial banks, investment banks, credit card businesses, property and casualty insurers, life insurers, and other non-traditional financial institutions.Our experiences span a broad set of initiatives and objectives including:

  • Business and operating effectiveness
  • Workforce management
  • Cost reduction
  • Due diligence and post-merger integration
  • Business transformation
  • Strategy development
  • Product development and launch
  • IT performance
  • Legacy IT platform conversion
  • Outsourcing
  • Engagement and culture

Our consultants rely on an average of 15-20 years experience and proven approaches to quickly and affordably bridge the gap between complex business challenges and measurable results.  Our individual expertise covers most business functions such as operations, sourcing, finance, marketing, sales, human resources, and information technology.

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Example Impact

For each of our clients and their unique circumstance, Guidon delivers fact-based, customized solutions and helps to execute rapid, sustainable improvement – we do not rely on simple boilerplate solutions.

Our client relationships range from hot-spot tactical improvements to strategic multi-year transformations.  Regardless of the problem we are partnering to address, Guidon has a history of delivering significant measurable results with 3-5+ times return on investment while addressing challenges and paradoxes such as:

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

From improving client response time to reducing expenses by millions of dollars, our solutions mean significant and measurable impact for your organization.

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Our consultants rely on an average of 15-20 years experience and proven approaches to quickly and affordably bridge the gap between complex business challenges and measurable results.

Short samples of our client impact are below and also on the case study page:

Click here to view all Financial Services Case Studies.

Whether your organization is a bank, insurer, credit card company or other financial business, we invite you to explore our unique capabilities to quickly and affordably help you bridge the gap between complex problems and measurable results.

Representative Clients

  • TD Canada Trust
  • TD Wealth Management
  • Empire Life Insurance
  • Aviva, USA
  • Kaiser Permanente
  • Key Bank
  • BB&T
  • Symcor
  • Total Merchant Services
  • Randolph-Brooks Federal Credit Union

Testimonials

“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

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.