Banking

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Our Services for the Banking Sector in Canada

At AM Saxum, we provide specialized consulting services for the Banking & Financial Services sector, helping institutions enhance service quality, streamline internal operations, and drive measurable performance improvements. Our offering includes Lean Six Sigma certification, corporate training, Operational Excellence programs, Lean organizational transformation, and support in securing government funding for workforce development and process innovation.

Banks and financial service providers often face persistent challenges such as process bottlenecks in client onboarding, inefficiencies in back-office operations, inconsistent service across channels, and limited cross-departmental collaboration. AM Saxum tackles these issues through proven Lean methodologies, continuous improvement frameworks, and hands-on coaching that embed efficiency, accountability, and agility into core operations.

With over 20 years of experience in transactional and regulated industries, our consultants deliver Lean transformations that consistently generate savings exceeding 20% of payroll. Across all services, we have delivered over $500 million in total savings to clients. We also maintain a 96% approval rate in government grant applications. Our low-disruption model and local presence help reduce implementation costs while ensuring seamless integration with ongoing operations.

If you’re seeking expert banking process improvement, Lean transformation in financial services, or a partner in operational excellence, AM Saxum is ready to help you achieve meaningful, lasting results.

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Lean Six Sigma Services for the Banking Sector

AM Saxum delivers targeted Lean Six Sigma consulting services for the Banking industry, helping financial institutions streamline operations, increase service consistency, and improve internal agility in a competitive and regulated environment. Our offerings include Lean Six Sigma certification, customized corporate training, Lean organizational transformation, and Operational Excellence programs focused on value creation, performance management, and cultural alignment.

The banking sector frequently faces inefficiencies such as prolonged client onboarding, redundant approval workflows, inconsistent performance across branches or service centers, siloed communication, and underutilized talent. AM Saxum applies structured Lean Six Sigma tools and continuous improvement strategies to eliminate inefficiencies, strengthen interdepartmental collaboration, and enhance the customer experience.

With over 20 years of experience and a deep understanding of transactional workflows, our consultants have helped clients achieve cost savings exceeding 20% of payroll. Across all services, AM Saxum has delivered over $500 million in total savings. We also support clients in obtaining government grants to reduce the cost of transformation and training initiatives. Our low-disruption approach ensures efficient, practical execution that complements your operations.
If you're exploring Lean Six Sigma in banking, financial services efficiency, or process transformation for compliance and customer satisfaction, AM Saxum is your trusted advisor.

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Government Grants for the Banking Sector

Banks and financial institutions are under constant pressure to evolve—digitally, operationally, and culturally. AM Saxum helps organizations in the Banking sector secure government funding to support training, Lean implementation, and organizational improvement, allowing you to invest in innovation while managing financial risk.

With more than 20 years of experience and a 96% approval rate in funding applications, our team has secured over $100 million in government grants for clients. We bring hands-on knowledge of the financial services environment and an understanding of the operational and regulatory challenges specific to banks and credit unions.

We guide you through every step of the funding process—from grant identification and application to claim submission and compliance reporting—so your internal teams can remain focused on service delivery and risk management.

If you’re seeking government funding for the banking sector, AM Saxum can help you unlock valuable resources to support workforce development, process innovation, and operational transformation.

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Industry Specialized
Expertise

Lean experts with hands-on experience across diverse business sectors

Significant Cost Savings

Delivering yearly saving typically exceeding 20% of company payroll

Grant Assistance

Securing government grants to cover the cost of lean transformation

Value Creation

Increasing company value by reducing operational costs and boosting costs flow

Proven Experience

Over 20 years of success in business transformation

Local Presence

Consultants in key cities to reduce travel and lodging costs

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What Our Clients Say

“Working with AM Saxum was a turning point for our operations. Their team conducted a comprehensive flow analysis of our plant and helped us redesign our layout using Lean Six Sigma principles. We also received on-site Yellow Belt training, which empowered our team to take an active role in the improvement process. As a metal stamping manufacturer, we greatly benefited from their deep industry insight—resulting in a 55% reduction in internal transportation within our facility and a major gain in efficiency. Their structured methodology and practical recommendations directly boosted our productivity and positioned us to better serve our clients. I highly recommend AM Saxum to any manufacturer looking to reduce waste and elevate operational performance.”
- Mo-D, VP of OperationsLA Metal Stamping Co. https://www.lametalstamping.com/
“Working with Henry was an incredibly valuable experience for our tequila production team. What began as a Lean Six Sigma Green Belt training quickly evolved into a full Lean transformation initiative. With Henry’s coaching, we were able to reduce the agave cooking cycle time and streamline the entire production process, from loading to downloading the ovens. His support helped us identify opportunities to eliminate non-value-added activities, improve process consistency, and increase daily output significantly. Henry’s hands-on approach, practical tools, and deep understanding of operational challenges made a real difference. Beyond the technical results, he helped us build confidence in our team’s ability to drive continuous improvement. His guidance was instrumental in achieving a more stable, efficient, and responsive process.”
- Vilma Martinez, Distillate Business ManagerGrupo Solave https://gruposolave.com/
“Henry played a key role in helping us improve the efficiency of our extraction process in our tequila operations. With his guidance, we were able to significantly reduce the amount of residual sugar left in the agave fiber during milling, which led to measurable gains in tequila yield per batch. His coaching was hands-on, methodical, and tailored to our operational environment. He helped us analyze process variation, identify root causes, and implement improvements that didn’t require immediate capital investment—just better use of data and tools. Thanks to Henry’s support, we moved from project definition through implementation and control with confidence, and the results were not only recognized internally but also approved by our finance team. His approach made Lean Six Sigma practical and effective for our team on the ground.”
Teresa Flores, Liquid/Blending SuperintendentCampari Group https://www.camparigroup.com/en
"Henry’s support was key in helping us tackle a persistent quality issue in our aging and packaging process at Diageo, a global leader in premium alcoholic beverages. We were facing product rejections due to slight deviations in alcohol content. Through a structured Lean Six Sigma approach, Henry helped us map the entire process, identify sources of alcohol loss, and implement corrective actions. One of the most significant breakthroughs was automating our pumping system, which reduced manual errors and stabilized our process. His coaching was thorough, data-driven, and perfectly aligned with our operational realities. Beyond solving a technical issue, Henry fostered a proactive, analytical culture that has delivered measurable improvements across our operations. His involvement has been a major factor in our success."
Adolfo Gonzalez, Category ManagerDiageo plc https://www.diageo.com/en
“As the CFO of Peter and Paul’s Hospitality Group, I've seen the significant impact AM Saxum has had on our operations. Their Lean transformation initiatives have helped us identify inefficiencies and streamline processes across our organization, including catering, events, retail, and sales. What sets AM Saxum apart is its ability to tailor Lean methodologies to our diverse business models. They’ve optimized inventory at Peter and Paul’s Gifts, digitized operations at Paramount, and established hotel operations at Eaton Hall Country Inn and Spa, all while aligning results with our strategic goals. Their data-driven approach fosters a cultural shift towards continuous improvement, enhancing our operational control as we grow in a competitive market. AM Saxum has become a trusted partner in our evolution, and I’m excited about our future collaboration.”
Anil Dash, CFOPeter & Paul Hospitality Group https://www.bypeterandpauls.com/
“Implementing an Operational Excellence program with AM Saxum was a pivotal step for Universal Event Space in the hospitality and entertainment industry. Their deep understanding of Lean Six Sigma—and how to apply it effectively within our sector—helped us adopt practical tools, most notably 5S, to streamline our workplace organization. By reducing the time staff spent searching for setup materials and expanding our kitchen storage space, we realized substantial labor savings and gained enhanced purchasing power to buy in bulk at lower prices. AM Saxum’s hands-on approach and proven experience in business transformation delivered significant cost savings and drove us toward greater operational efficiency. Their support has been a game changer for our event services, setting us on a path of continuous improvement and value creation.”
Fabián Ramirez, General ManagerUniversal Event Space https://universal.bypeterandpauls.com/
“Working with AM Saxum has been a transformative experience for Eaton Hall. Their support on our Lean transformation projects—particularly within the kitchen and sales teams—brought clarity to inefficiencies we hadn’t fully seen before. Their hands-on, data-driven approach empowered our team to streamline workflows, reduce delays, and improve overall coordination across departments. What makes AM Saxum truly stand out is how practical and adaptable their tools are. The systems and methodologies we’ve implemented so far have not only elevated our current operations—they will be absolutely critical as we expand and enhance our hotel services. These improvements are laying a strong operational foundation for the future of Eaton Hall as a premier boutique hospitality destination. It’s been a pleasure collaborating with a team that brings both expertise and genuine commitment to our success.”
Jacob Park, General ManagerEaton Hall Country Inn & Spa https://eatonhall.bypeterandpauls.com/
“Partnering with AM Saxum was a turning point for our operations. Their Lean transformation approach helped us uncover and fix long-standing inefficiencies in our kitchen, catering, and staffing processes. Through a combination of staff training, system redesign, and practical Lean tools, we were able to eliminate manual processes, reduce labor waste, and improve communication across departments. One of the most impactful changes was the integration of visual tools and automation into our CRM system—this drastically reduced errors in the kitchen, streamlined the quoting process in catering, and brought consistency to our event staffing. The overall impact has been substantial, resulting in faster turnaround times, improved team coordination, and a more scalable, guest-focused operation. AM Saxum didn’t just deliver recommendations—they worked closely with our team to implement lasting improvements. I would highly recommend them to any service-oriented business looking to optimize their operations and enhance team performance.”
Mario Savo, General ManagerParamount Event Space https://paramount.bypeterandpauls.com/
“AM Saxum delivered a Lean transformation that went far beyond our expectations. Through a combination of Green Belt training and hands-on coaching, they helped us identify and address inefficiencies across production, roto molding, processing (recycling), shipping, and even our front-office workflows. Their team introduced powerful tools like 5S, SMED, and visual workplace systems, which immediately improved our changeover times, reduced scrap and rework, and helped streamline communication across departments. Just as importantly, their approach engaged our employees in the improvement process—giving them the skills and confidence to lead change from within. What impressed me most was the practicality of AM Saxum’s solutions. They didn’t just give us ideas—they gave us implementable systems that are already showing results. I would strongly recommend AM Saxum to any manufacturer looking to increase efficiency, reduce waste, and build a stronger, more agile organization.”
Elizabeth Cunningham, VP of OperationsRescraft Plastics Inc. https://www.rescraft.com/
“AM Saxum’s Green Belt training and project coaching made a significant impact on our operations at ADS. As part of the program, I led a project focused on reducing defects in our pipe extrusion process. With AM Saxum’s support, we applied Lean Six Sigma tools to get to the root cause—which was traced back to inadequate cooling from our chiller system. Their structured guidance throughout the root cause analysis helped us identify the issue and implement meaningful corrective actions. The result was a measurable improvement in product quality and a stronger internal capability to solve complex operational problems. I highly recommend AM Saxum to any organization seeking to drive performance improvement through practical Lean Six Sigma applications.”
Carlos Samaniego, Quality Assurance ManagerAdvance Drainage Systems Inc. https://www.adspipe.com/
“I’ve had the opportunity to review AM Saxum’s Green Belt training program, and I was genuinely impressed by its clarity, structure, and real-world applicability. The content strikes an excellent balance between Lean Six Sigma theory and practical tools that teams can use immediately on the shop floor or in office environments. What sets AM Saxum’s training apart is how accessible and actionable it is. The program doesn’t just teach concepts—it equips professionals to lead meaningful improvement projects and deliver measurable results. For any organization looking to build internal capability in process improvement, this training is a strong investment.”
Celso Silva, Operations Excellence ManagerAir Canada https://www.aircanada.com/

FAQ

Does AM Saxum provide on-site Lean Six Sigma training and certification?

Yes — for businesses, not for individuals. We offer tailored on-site Lean Six Sigma training and certification programs exclusively for companies. Our training is designed to address real operational challenges within your organization and is delivered by experienced consultants with hands-on industry expertise. At this time, we do not offer individual or public courses for private learners.

 Any Canadian for-profit business, across all industries. Whether you’re in manufacturing, tech, healthcare, professional services, or hospitality, your business may be eligible for government grants such as SR&ED or other funding programs. Our expertise covers a wide range of industries, and we handle the full application process. While there are grants available for non-profit organizations, AM Saxum works exclusively with for-profit companies to ensure the highest return on investment and strategic impact.

The timeline can vary, but most businesses receive SR&ED refunds within 3 to 6 months of filing their claim. If your company is filing for the first time, or if the CRA requests additional documentation, processing may take slightly longer. AM Saxum streamlines this process by preparing strong, audit-ready claims that reduce the likelihood of delays.

Not at all. We work with businesses of all sizes—from small and mid-sized enterprises (SMEs) to large corporations. Whether you’re a growing business looking to scale more efficiently or a mature organization aiming to improve profitability, our Lean and funding strategies are customized to fit your size, structure, and goals.

Eligibility depends on several factors, including your business structure, the nature of your activities, and your location. If you’re conducting R&D, developing new products, or revising existing ones, or implementing new processes, you may qualify. AM Saxum offers a free initial assessment to determine your eligibility and identify the best funding options.

AM Saxum provides Lean Six Sigma consulting and government funding services to businesses across all provinces and territories in Canada. We have consultants based in key regions, allowing us to deliver personalized, on-site support while keeping travel costs low.

Our targeted regions include:


Province City
OntarioToronto
Ottawa
Mississauga
Hamilton (Burlington)
Kitchener-Waterloo-Cambridge
London
Windsor
Guelph
Brampton
Markham & Richmond Hill
Sudbury
Province City
British ColumbiaVancouver
Surrey & Burnaby
Victoria
Richmond
Kelowna
Prince George (Cariboo Region)
Richmond
Abbotsford
Kamloops
Nanaimo
Province City
QuebecMontreal
Quebec City
Laval
Longueuil
Sherbrooke
Drummondville
Trois-Rivieres
Gatineau
Granby
Saguenay
Province City
AlbertaCalgary
Edmonton
Red Deer
Fort McMurray
Lethbridge
Grande Prairie
Medicine Hat
Airdrie & Cochrane
Province City
ManitobaWinnipeg
Brandon
Portage la Prairie
Steinbach
Thompson
Morden and Winkler
Selkirk
Dauphin


Even if your city or province isn’t listed here, rest assured—we support clients nationwide, including in smaller cities and rural areas. Wherever your business is located in Canada, AM Saxum is ready to help you achieve operational excellence and unlock funding opportunities.

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