What do Bankers, CPA's, Financial Advisors, and Insurance Brokers all have in common? The small business owner.
The provider problem is that financial service providers all operate within their own data silos.
The consumer problem is that each time a small business owner chooses to work with a provider, they lose control over their data and must repeat the same data gathering efforts.
The result is higher costs and missed opportunities for both the financial service providers and the small business owner.
4 best practices in digitizing mortgage verificationExperian
The journey to a mortgage is complex and expensive, so of course the transaction will require more than a few swipes on a smartphone. Underwriting a sizeable loan can take weeks with the task of collecting income and asset documents to analyze and verify. In fact, one source from the Mortgage Bankers Association says the average mortgage application has ballooned to 500 pages. With advancements in digital verification, lenders can dramatically accelerate the process, providing benefits to both their own operations and the consumer mortgage experience.
What Does Good Risk Culture Actually Look Like?accenture
At RiskMinds International 2015, Rafael Gomes presented "What Does Good Risk Culture Actually Look Like?" and addressed risk culture and conduct in practice. Get more information from Rafael’s blog post, which describes how financial services can recognize, measure, and communicate good risk culture: http://bit.ly/1RFBrzF
Paddy Padmanabhan discusses the current healthcare ecosystem for the digital health startups: 'Forces driving healthcare transformation', 'Healthcare payment models', 'Focus areas and opportunities for the stakeholders', 'Investments', 'Vendor landscape' and 'Growth strategy'
Negotiation Strategies: Using Game Theory and Decision Tree Analysis to Deter...brucelb
A detailed case study of how to use Negotiation Strategies, an application of Game Theory and Decision Tree Analysis to develop an optimum strategy for negotiating a settlement in litigation. We demonstrate a process that can: identify and assess negotiation risks; know whether th current Negotiation Strategy will fail in time to change it;
and execute the most effective strategy to get the best possible outcome.
What do Bankers, CPA's, Financial Advisors, and Insurance Brokers all have in common? The small business owner.
The provider problem is that financial service providers all operate within their own data silos.
The consumer problem is that each time a small business owner chooses to work with a provider, they lose control over their data and must repeat the same data gathering efforts.
The result is higher costs and missed opportunities for both the financial service providers and the small business owner.
4 best practices in digitizing mortgage verificationExperian
The journey to a mortgage is complex and expensive, so of course the transaction will require more than a few swipes on a smartphone. Underwriting a sizeable loan can take weeks with the task of collecting income and asset documents to analyze and verify. In fact, one source from the Mortgage Bankers Association says the average mortgage application has ballooned to 500 pages. With advancements in digital verification, lenders can dramatically accelerate the process, providing benefits to both their own operations and the consumer mortgage experience.
What Does Good Risk Culture Actually Look Like?accenture
At RiskMinds International 2015, Rafael Gomes presented "What Does Good Risk Culture Actually Look Like?" and addressed risk culture and conduct in practice. Get more information from Rafael’s blog post, which describes how financial services can recognize, measure, and communicate good risk culture: http://bit.ly/1RFBrzF
Paddy Padmanabhan discusses the current healthcare ecosystem for the digital health startups: 'Forces driving healthcare transformation', 'Healthcare payment models', 'Focus areas and opportunities for the stakeholders', 'Investments', 'Vendor landscape' and 'Growth strategy'
Negotiation Strategies: Using Game Theory and Decision Tree Analysis to Deter...brucelb
A detailed case study of how to use Negotiation Strategies, an application of Game Theory and Decision Tree Analysis to develop an optimum strategy for negotiating a settlement in litigation. We demonstrate a process that can: identify and assess negotiation risks; know whether th current Negotiation Strategy will fail in time to change it;
and execute the most effective strategy to get the best possible outcome.
Calculating for the 7 Levels of Content EditingAlisha Truemper
A review of the 7 levels of editing by Susan Wyche makes some initial assumptions about the time needed to perform content editing at it's various levels.
De presentatie van Peter Rovers van PSV over het Connected Stadium tijdens het Cross Media Café over Live events op 10 februari 2015. Meer info: http://www.immovator.nl/agenda/cross-media-cafe-live-events
Как создать ценностное предложение розничного форматаAlexander Shubin
Чтобы создать уникальное ценностное предложение (value proposition) розничного формата, важно ответить на три ключевых вопроса:
•Какую работу, которую делает покупатель, мы собираемся сделать за него, и как мы удовлетворим его выгоды?
•Как мы будем отличаться от прямых конкурентов (форматов), в каких выгодах мы будем формировать лучшее предложение?
• Какую дополнительную ценность мы создаем для наших покупателей?
Las nuevas formas de contacto con los clientes en movilidad conlleva el tener distintas formas de
gestionarlo para poder hacer un seguimiento de las acciones realizadas. WhatsApp es una herramienta que está siendo muy utilizada por los clientes. Los teléfonos inteligentes, las redes sociales y la mensajería instantánea han transformado la forma
de contactar con las empresas.
What happens when your leads move down the funnel only to get stuck in the middle? See how one organization identified the tools and tactics to break through the bottleneck and learn how targeted engagement with prospects and timely hand-offs from marketing to sales makes all the difference by watching this #LLS16 webinar with Full Circle Insights: http://dg-r.co/2aYDLb3
Rol de un profesional
¿ Cuál es el rol principal de un Profesional en el desarrollo de proyectos basados en una excelente gestión de proyectos?
El principal rol de un profesional en el desarrolla de un proyecto se requiere a, responsabilidad, convivencia, investigar, proponer ,Gestionar, planificar, organización,
Resultados, motivar (clientes y personal) resultados, evaluación.
¿Qué elementos son necesarios para que pueda garantizar un ciclo de vida de un proyecto completamente
-Responsables de llevar correctamente a cabo el proyecto
Gerente de proyecto
Pre -inversión
Identificación
Diseño
Planificación
Ejecución
Evaluación del proyecto.
Fases iniciales .
¿Quiénes son los principales responsables de establecer adecuadamente el ciclo de vida de un proyecto?
Los principales responsables so:
Director del proyecto
Equipo de proyecto
Clientes y usuarios etc.
'Change the game' conference june 2015 nick eatockVictor Oppong
Nick Eatock will be sharing Intelliflo’s digital advice vision looking at changing consumer attitudes to finance in a mobile-enabled world. This paradigm shift changes the engagement model and can put advice businesses in pole position for customer primacy with our new version of Personal Finance Portal. It can help deliver truly effective customer segmentation, reduced cost to serve and richer engagement. Nick will also cover our new “democratising development” initiative built on iO’s new Communities feature.
Calculating for the 7 Levels of Content EditingAlisha Truemper
A review of the 7 levels of editing by Susan Wyche makes some initial assumptions about the time needed to perform content editing at it's various levels.
De presentatie van Peter Rovers van PSV over het Connected Stadium tijdens het Cross Media Café over Live events op 10 februari 2015. Meer info: http://www.immovator.nl/agenda/cross-media-cafe-live-events
Как создать ценностное предложение розничного форматаAlexander Shubin
Чтобы создать уникальное ценностное предложение (value proposition) розничного формата, важно ответить на три ключевых вопроса:
•Какую работу, которую делает покупатель, мы собираемся сделать за него, и как мы удовлетворим его выгоды?
•Как мы будем отличаться от прямых конкурентов (форматов), в каких выгодах мы будем формировать лучшее предложение?
• Какую дополнительную ценность мы создаем для наших покупателей?
Las nuevas formas de contacto con los clientes en movilidad conlleva el tener distintas formas de
gestionarlo para poder hacer un seguimiento de las acciones realizadas. WhatsApp es una herramienta que está siendo muy utilizada por los clientes. Los teléfonos inteligentes, las redes sociales y la mensajería instantánea han transformado la forma
de contactar con las empresas.
What happens when your leads move down the funnel only to get stuck in the middle? See how one organization identified the tools and tactics to break through the bottleneck and learn how targeted engagement with prospects and timely hand-offs from marketing to sales makes all the difference by watching this #LLS16 webinar with Full Circle Insights: http://dg-r.co/2aYDLb3
Rol de un profesional
¿ Cuál es el rol principal de un Profesional en el desarrollo de proyectos basados en una excelente gestión de proyectos?
El principal rol de un profesional en el desarrolla de un proyecto se requiere a, responsabilidad, convivencia, investigar, proponer ,Gestionar, planificar, organización,
Resultados, motivar (clientes y personal) resultados, evaluación.
¿Qué elementos son necesarios para que pueda garantizar un ciclo de vida de un proyecto completamente
-Responsables de llevar correctamente a cabo el proyecto
Gerente de proyecto
Pre -inversión
Identificación
Diseño
Planificación
Ejecución
Evaluación del proyecto.
Fases iniciales .
¿Quiénes son los principales responsables de establecer adecuadamente el ciclo de vida de un proyecto?
Los principales responsables so:
Director del proyecto
Equipo de proyecto
Clientes y usuarios etc.
'Change the game' conference june 2015 nick eatockVictor Oppong
Nick Eatock will be sharing Intelliflo’s digital advice vision looking at changing consumer attitudes to finance in a mobile-enabled world. This paradigm shift changes the engagement model and can put advice businesses in pole position for customer primacy with our new version of Personal Finance Portal. It can help deliver truly effective customer segmentation, reduced cost to serve and richer engagement. Nick will also cover our new “democratising development” initiative built on iO’s new Communities feature.
Touchpoint is a marketing agency with a primary emphasis on custom content to strengthen all marketing strategies, including branding, customer/prospect engagement and internal communications.
In addition to counseling clients on campaign optimization, we develop and distribute content via traditional channels and contemporary digital mediums such as e-mail, social media and video
How Remote Agents are Changing Customer ExperienceLiveops
Find out why remote agents are shifting the call center industry and elevating the customer experience. In the CCW Remote Agent Report, you can read insights from top executives on remote agents in the customer service space.
This document brings together a set of latest data points and publicly available information relevant for Financial Services Industry. We are very excited to share this content and believe that readers will benefit from this periodic publication immensely.
8 slide summary on the capabilities of Resolve Corporation as a Business Process Outsourcer to the Fiinancial Services, Retail, and Government segment.
ES ANALISIS GENERAL DE DOS COMPAÑIAS GLOBALES QUE PRESTAN SERVICIOS BPO A TRAVES DE CONTAC CENTERS, SIRVE COMO BASE PARA UNA PRESENTACION Y DISCUSION DE OPORTUNIDADES Y REVISION DE AMBOS NEGOCIOS.
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
Kseniya Leshchenko: Shared development support service model as the way to ma...Lviv Startup Club
Kseniya Leshchenko: Shared development support service model as the way to make small projects with small budgets profitable for the company (UA)
Kyiv PMDay 2024 Summer
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Youtube – https://www.youtube.com/startuplviv
FB – https://www.facebook.com/pmdayconference
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Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
Skye Residences | Extended Stay Residences Near Toronto Airportmarketingjdass
Experience unparalleled EXTENDED STAY and comfort at Skye Residences located just minutes from Toronto Airport. Discover sophisticated accommodations tailored for discerning travelers.
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Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
1. GENERATING
INDUSTRY IMPACT
We have generated billions of dollars of business impact while maintaining the highest level of
client satisfaction in the industry.*
That is what we have done for more than 800 global clients in 10 industries, as outlined in the snap-
shots on these pages.
Media and Entertainment
US $150,000,000
Estimated yearly impact
• Leading television broadcaster
• Global publishing leader
• Leading legal publisher
• Leading global advertising agency
• Digital cable TV leader
• Nonprofit scientific and educational organization
• Deep domain expertise in broadcasting, entertainment,
advertising, printing and publishing
• 1,000+ professionals
Banking and Financial Services
US $1,500,000,000
Estimated yearly impact
• 2 leading US retail banks
• 2 leading Australian banks
• 2 large UK financial institutions
• A Fortune 500 financial holdings company
• SEPSM
suite covering mortgage, unsecured retail
lending and servicing, commercial lending, and risk
• Lean Six Sigma practice generating 2-3x value beyond
traditional arbitrage
• Proprietary, transformative BPaaS/SaaS solutions for
mortgage, commercial lending
• 19,000 professionals across 18 global delivery centers
• 1,500 risk management and analytics experts
• Over US $200 billion assets in commercial lending and
US $130 billion in retail lending
Genpact Corp Brochure_updated_v4.indd 7
CLIENTS
RESOURCES
STRENGTHS
IMPACTS ON
CLIENTS
STRENGTHS
“I am a promoter of
Genpact, and I would
rate them 9 out of 10.
I never give anyone 10.
…They are thoughtful,
they’re proactive, they’re
dynamic and based on
the operational reports
I get, they are very good
at what they do.”
COO/GM, Finance
Transformation,
Australian financial
services provider
2. Capital Markets
US $700,000,000
Estimated yearly impact
• 9 of top 10 investment banks
• 3 of top 5 asset managers
• 2 of top 3 derivatives exchanges
• 5,000+ consultants engaged on 600+ front-office,
middle-office and back-office projects
• US $54 million annualized savings for top-10
investment bank by setting up a “virtual captive”
global delivery model
• US $35 million savings for an investment bank by
optimizing OTC collateral pool by 5 bps
• US $80 million impact for an investment bank by
reengineering equity derivatives processing
“A strong, reliable
organization with depth
of capability in providing
partnering services and
a customer-focused
Executive General
Manager, leading
insurance provider
Insurance
US $500,000,000
Estimated yearly impact
• 6 Fortune 500 insurers
• Leading global reinsurer
• 5 leading US personal and commercial insurers
• Leading broker
• 5 leading global life insurers
• 4,500+ insurance professionals
• 13 million transactions processed annually for P&C
insurance, 7 million for life insurance
• 3 million new business applications, 10 million claims
processed annually
“A strong, reliable
organization with depth
of capability in providing
partnering services and
a customer-focused
approach.”
Executive General
Manager, leading
insurance provider
“They are very customer
focused, very open to
what we are asking
them to do. …They take
real ownership.”
VP, Shared Services,
global pharma major
Consumer Goods and Retail
US $500,000,000
Estimated yearly impact
• Largest US drug retailing chain
• 4 of world’s largest beverage companies
• World’s largest office supply chain store
• One of world’s leading sport apparel/footwear companies
• Close to 1,000 F&A professionals, 30+ clients, 25 languages
• About 500 Big Data and analytics professionals, 100+
analytics professionals
• Enterprise-wide view of processes across F&A, SCM,
trade promotion management, and marketing
• Over 6 billion data transactions processed, 500,000+
SKUs managed, over 12,000 reports processed monthly
RESOURCES
CLIENTS
STRENGTHS
IMPACTS ON
CLIENTS
CLIENTS
STRENGTHS
STRENGTHS
IMPACTS ON
IMPACTS ON
3. Life Sciences
US $500,000,000
Estimated yearly impact
• 8 of top 10 pharmaceutical companies
• 10 of top 15 life sciences companies
• “Virtual captive” delivery model
• Service over 80 client markets from 10 locations
• Ranked Pharmaceutical Social Media Analytics Leader
by IDC*
• Over 4,000 FTEs with strong skill sets across
pharmacists/nurses/statisticians/modelers/chartered
accountants
• Dedicated R&D and reengineering teams focused on
driving innovation
* 2012
“Strong shared services/
BPO knowledge and
experience. Strong
hands-on professionals.
Flexible and customer
oriented. Active
in developing and
extending knowledge
base. Vibrant,
inspirational leadership.”
Program Director, large
European life sciences
company
Infrastructure, Manufacturing and Services
US $1,500,000,000
Estimated yearly impact
• 170 manufacturing and services organizations
• 3 of top 10 Forbes 2,000 conglomerates
• 2 of top 3 logistics providers
• 4 top auto OEMs and suppliers
• 4 global telecommunications providers
• 17+ years in manufacturing and service industries
• Recognized as top manufacturing/supply chain provider
• Partnerships with leading engineering, procurement,
contract management, M2M, and Big Data players
• Over 5,000 manufacturing industry professionals with
access to more than 6,000 resources
• Highly experienced talent pool of 2,000 engineering,
aftermarket and supply chain experts operating globally
• Over US $2 billion direct material spend
• US $1.6 billion of inventory annually
• Over 1,000 contracts with $500+ billion credit limits
• Freight of over $1 billion across 200,000 assets
“The highlights of our
long-term relationship:
cost savings, customer
focused, ability to
customize and innovate
on new challenges and
opportunities, broad set
of technology capabilities
to reduce cost and
improve processes,
Lean quality initiatives,
high-end analytical
capabilities.”
CFO, diversified
transportation services
firm
CLIENTS
RESOURCES
STRENGTHS
CLIENTS
RESOURCES
STRENGTHS
IMPACTS ON
4. “Their professionalism,
ability to deliver best
practice, and the quality
of their staff have been
impressive, enabling our
finance transformation
journey.”
Financial Director, global
CPG company
Genpact Corp Brochure_updated_v4.indd 9
3/10/2015 9:34:10 PM
“We have been able
to develop a strong,
positive relationship
with Genpact and this
has shown itself in the
excellent business results
that we are seeing.”
Outsourcing Leader,
US-based multinational
internet services and
products company
High Tech
US $200,000,000
Estimated yearly impact
20+ leading high tech clients, including:
• Leading security products company
• World’s largest domain name registrar
• Global imaging and photo equipment leader
• 2 of largest Internet advertisers
• Largest network equipment manufacturer
• One of the largest e-commerce platforms
• 2,000+ professionals
• High tech industry related expertise—sales
commission, customer service, quote-to-cash solutions,
supply chain and reverse logistics
• Strategic sourcing, specialized category management
and procurement expertise
• 400,000 product support transactions annually
•
•
•
US $500 million cash collections annually
US $500 million direct spend under management
US $400 million of sales commission being processed
Healthcare
US $200,000,000
Estimated yearly impact
• Top 4 US national payers
• Top 10 “Blues”
• Top 3 PBMs and largest UK payer
• 8,000 healthcare professionals
• 600 special skill sets in physicians, RN, certified coders,
bio-statisticians
• Knowledge of over 30 healthcare information systems
• ISO 9001 and BS-7799 certified processes meeting
HIPAA and OIG compliance guidelines
• Over 35 million claims transactions handled annually
• Over 1 million claims adjudicated annually
• Over a million transactions handled annually for
member and provider services
STRENGTHS
CLIENTS
RESOURCES
IMPACTS ON
CLIENTS
RESOURCES
IMPACTS ON