Since the financial crisis and with the onset of the global pandemic, the FCA has progressively brought in stricter, more complex …
PBWM clients have been using multiple initiatives and strategies to improve operational excellence. The focus, on people, process, and automation to provide differentiation in a highly competitive growing market.
We assist our clients with:
To achieve operational excellence, we focus on 3 pillars:
Operational effectiveness affects all parts of the business and involves major and critical change. C-level and key stakeholder buy-in is key to program success.
With over 10 years’ experience working with some of the most notable and largest FS clients globally, we have defined a highly effective approach to working with our clients to help them achieve their operational excellence:
Strategic Review (Discovery) – define the client’s goals, assess the current setup, and process maps and align future operational roadmaps to support the overall vision.
Target Operating Design (TOM) – design and layout a detailed map of the clients current and future operations and identify key areas where change can be implemented to improve efficiencies and achieve the required targets.
Roadmap and Implementation – Assist the client to identify and define the key areas of the project, review operational change requirements, and define new capabilities and automations to achieve success.