Financial Services & Insurance

Cashing in on sound revenue growth and operating excellence strategies that secure a solid foundation from which to better anticipate and leverage the industry dynamics ahead.

At Catalyft, our teams have worked closely with clients to develop sound operations, risk management, distribution and compliance strategies to ensure they are well-positioned to increase profitability and productivity with a focal point on agility and customer-centricity. We recognize this requires evolving business models and integrating the digital and personal channels together to achieve customer loyalty and reduced costs. To accomplish this we bring deep consulting expertise to partner collaboratively with banking, insurance, and investment management companies like yours to implement improvements in operational effectiveness and compliance risk safeguards that stick. Our comprehensive industry offering focuses on our clients’ core business operations, human capital, regulatory compliance, strategic customer service, and acquisitions, including process outsourcing when advantageous to long term objectives.
We offer a wide range of expertise to help our clients adapt to changing financial services and insurance markets and boost their businesses in the short-term while positioning themselves for long-term success that encompass all of the following areas:

  • Processing optimization
  • Revenue enhancements
  • Organizational readiness & alignment
  • Contact center excellence
  • Branch operations & profitability
  • Acquisition Integration
  • Network optimization
  • Origination, underwriting and documentation discipline
  • Centralized services
  • Value stream optimization
  • Streamlining the application processes

Client Outcomes: