Operations & Technology Advisory
Financial services companies are constantly challenged to solve operational issues, measure and reduce risks, and increase efficiency of business operations. Yet environmental developments are forcing companies to undertake a growing number of complex, multi-disciplinary initiatives while constraining growth in their internal resources and external spending. Given the growing competitive pressure, volatile market conditions, and increasingly complex regulatory requirements, organizations require a business partner who can help effect business-critical organizational change.
Navigant’s Financial Services professionals help clients improve their operational processes and their use of technology to function more efficiently in this competitive and regulated business environment. We work with clients to identify and analyze needs, establish direction, develop implementation roadmaps, and oversee execution.
Our services include:
Business Strategy Implementation
- Strategy validation and implementation
- Organizational transformation
- Change management
- Business, operations and technology strategy alignment
- M&A business and operational due diligence
-
Safeguarding Confidential Data
Ensuring the safety of customer and employee data
-
-
Data Privacy and The Risk Chain
Pete Pearlman advises of steps to take to secure access of private data
-
Operations Performance Improvement
- Operations strategy development and implementation
- Process reengineering
- Process cost analysis (unit costing, allocations)
- Operational scorecards and benchmarking
- Target operating model / Business process outsourcing
- Post merger integration
- Business and operations stabilization
Risk Assessments
- Corporate and operational risk assessment and management
- Risk management framework design and implementation
- Client remediation
- Regulatory inquiry assistance
- Financial and operational control testing
- Risk metric and key performance indicator (KPI) development
Technology Consulting
- Technology and vendor assessment
- Systems implementation and data conversion
- Training and knowledge transfer
- Program management
- Data privacy assessments
- Data warehousing, mining and dashboarding
