How can we help?
Areas we work in:
- Sales and Account Management
- Front-Line Customer Support
- Middle Office Functions such as Fiduciary Operations
- Back Office Client Service Teams
Who we work with:
- Customer Service Agents
- Accounts Technicians
- Account Managers & New Business teams
- Claims Handlers
What we do:
- Reduce the amount of non-value added activity people waste their time on
- Coach and upskill managers in a more active style of management
- Enhance interfaces and collaboration through breaking down silos
- Review structures, roles & responsibilities to support improved performance
- Reduce WIP levels and End to End processing times
What we have achieved:
- Significant increases in capacity resulting in increased top line performance
- Transformed claims handling teams to generate significant amounts of revenue
- Upskilled managers to make them more than technical escalation points
- Enhanced customer experience and engagement scores
- Reduced bottom line costs while enhancing productivity
Financial service firms face challenges on every front, from Brexit to changing regulations and increasingly demanding customers. Whilst there is a significant focus on the digital agenda, we believe transformation needs to go beyond systems and platforms to focus on the most valuable asset, people. Our detailed and hands on approach enables us to identify issues, enhance interfaces and fundamentally challenge the status quo. Time and again we’ve achieved phenomenal operational and financial benefits without the lengthy and costly investment required in digitalisation.
Our expertise
- Embedding an effective management operating system across operations
- Implementing accurate measures to plan and drive daily individual performance
- Creating meaningful operational dashboards to provide insight at all levels of management
- Enhancing flow through the end to end process through driving out waste
- Creating more proactive and effective sales and account management teams
- Transforming forecasting and resource planning techniques to better cope with changing demand
- Creating capacity to enable service improvement at no additional cost
- Changing behaviours to create greater accountability and ownership
Key contact
Featured Results
Our work within the sector
Colin Williams
“It was an excellent piece of work. I was very impressed with how quickly Managementors unpicked what had historically been a really difficult challenge for us to tackle. They supported us in finding another gear and really accelerating performance.”