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Financial Services

Our Financial Services Clients (Banking, Brokerage, and Securities) have suffered from depressed economies and low markets so that remaining competitive is paramount for them. Also important is the selection of firms such as iServiceX that can come in and obtain results in technology leverage, outsourcing decisions, strategic sourcing execution and eCustomer leverage with the following types of initiatives:

  • Operational Capabilities
    • Strategic/Transaction Cost Reduction
    • Customer Convenience/Retention/Loyalty Programs
    • Business Process Improvement
    • Security Management
  • Service/Product Offerings
    • Product Development/Innovation
    • Alliance Development
    • eBusiness Consumer Interaction
  • Market Adaptability
    • Converting to a Profitable Marketplace
    • Mergers/Acquisitions Modernization Planning
    • Business Strategy and Planning

iServiceX professionals help our financial clients navigate this dynamic environment with a combination of proven strategic, operational and technological capabilities. Whether your goal is to reduce customer churn, improve business processes, or building a sustainable organization iServiceX client teams deliver client ROI through a balance of both industry expertise and core capabilities. Instead of losing themselves in the methodology, our professionals deliver client results through a relentless focus on implementation, change management, program delivery, and knowledge transfer.

Learn how iServiceX can help you realize opportunities ranging from streamlining operations, strategic sourcing, customer relationship management, or systems integration.



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