Lean Six Sigma Financial & Accounting Service Consultants in Latin America

To succeed in the financial services industry, it’s essential to create better business models and to predict and address potential challenges. Our team at AMSaxum Inc. has got you covered in all aspects of financial services, whether it’s banking, insurance, wealth management, or securities distribution. We rely on our years of experience with financial institutions and delivering excellent results.

We have ensured that our financial services clients have the tools they need. These are things like inventive methods for optimization, making cutbacks on costs, ensuring IT services are running smoothly, managing potential risks and loyalty plans, and creating ideas for this competitive field.

Here are the areas and sectors we work with when it comes to financial institutions:

  • Retail banking
  • Transaction banking
  • Private banking/wealth management
  • Corporate banking/capital markets
  • Risk and capital management
  • Payments
  • Property and life insurance
  • Reinsurance
  • Asset management
  • Health insurance
  • Stock markets
  • Financial market infrastructure
  • Payments

We also produce plans for growth strategy, increasing operational success, improving the customer experience, as well as handling mergers and acquisitions.

Our Experience Speaks for Itself

If you’re working in the financial services field, then you know the potential risks that you may face when trying to find ways to grow and make profits. That’s why these services turn to our team – they know we can help them improve their customer service and retain their customer base, while also enhancing their operational strategies.

We have experience with claims, case management, and policy administration when working with our clients across various financial sectors. We also know how to implement strategies with contact centers, central services, and handle records and distribution, and billing and finance.

Our team specializes in Lean Six Sigma methodologies to improve the operations of several departments of a financial organization such as, legal, human resources practices, sales branch operations, mortgage administration, and we also can evaluate compliance, regulatory, and risk.

How does AMSaxum enhance customer satisfaction?

We know that creating improvements in performances comes with risks and challenges. That’s why we make these enhancements in a highly regulated environment and discover ways to improve by identifying bottlenecks and reducing complex methods for workflow. We evaluate by using Lean Six Sigma techniques which activities will have the most impact on customer satisfaction and prioritize them.

Some areas where breakdowns can occur are product development phase, sales operations, or support stages. In these stages, processing time can increase, as well as call volume time, which in turn can create poor customer service. There is also the potential for more costs incurring, as more staff will be needed to respond to this issue.

To tackle these issues, we provide our financial services clients with an approach that analyzes your processes and management systems, as well as the leadership role of your business. That way, we can develop solutions to enhance your productivity, improve your company’s service, and increase customer retention.

Choosing AMSaxum Inc.

If you’re in the financial services industry, you’ll want to put your trust in the hands of a capable team. At AMSaxum Inc., we utilize Lean Six Sigma approaches and have the experience and resources that will launch any financial services business to success. To find out more and to speak with one of our team’s representatives, call us at 1-905-315-6847 or fill out the Contact form on our website.

We look forward to speaking with you about how we can improve your financial services organization!

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