Banks & Credit Unions

Modernize Your Strategy
Navigate Change Successfully

With broad experience in business and IT transformation, mergers and acquisitions, data analytics and business intelligence solutions, and customer experience, we can help you respond to unprecedented change.

Decrease Customer Effort to Grow Revenue
We have found that rather than simply trying to “wow” customers, banks and credit unions can gain more by making customer interactions as “effortless” as possible across channels.

As banks and credit unions navigate extraordinary change, each faces a fundamental question: Am I behind the market? And if so, how can I build a stronger, more modern organization that capitalizes on change and successfully competes with a broader array of competitors?

As customer expectations grow exponentially, pervasive mobility becomes the new normal and the regulatory environment continues to shift, institutions of all sizes must examine their customer, product, payments and operations strategies and implementation.

With broad experience across a spectrum of institutions and markets—from the largest global banks to local community and regional institutions—we understand your needs and challenges. We can help you modernize your customer strategy, refine your products and transform the effectiveness and efficiency of your operating model.

Managing the Complexities of M&A
FOCUS AREAS
Banking CXellence
Leveraging Sales Cloud and Service Cloud to provide faster deployments and the ability to be consistently remarkable in the eyes of customers
Business & IT Transformation
New bank channels, services, and capabilities are critical to growth and success—but reaping the benefits can require transformation at all levels of an organization. How does your bank need to evolve – strategically, operationally and technologically - to achieve future business goals?
Business Intelligence & Data Analytics
In a world without business intelligence, banks invest tremendous effort to compile and distribute data. What could your bank accomplish if it consistently could deliver the right information to the right people at the right time and in the right format?
Customer Experience
In highly regulated, commoditized industries like banking, the best way to differentiate is to provide a consistent, effortless customer experience. Does your bank have a truly differentiated customer experience? And is it translating that into better performance?
Mergers & Acquisitions
Financial institution mergers and acquisitions are complex and require adequate time, effort, and resources to produce the expected benefits. Does your organization have the experience and expertise necessary to deliver?
Payments

As emerging digital channels and shifting consumer behaviors increase complexity across the payments landscape, companies must ensure they have the right payment products, partners, and technology in place.  Does your organization have the experience and the resources to achieve your payments goals? 

LATEST INSIGHTS
Date : July 13, 2016

Hear from Sylvia Veitia, Head of Customer Experience, at Barclaycard and Gil Mermelstein, Managing Director, at West Monroe on how the two companies partnered on a successful project integrating customer journeys and value stream mapping to transform Barclaycard's customer experience. The project was also chosen as a 2016 CXPA Innovation Award winner.  

Date : June 15, 2016

Understanding how data flows and who is editing the data during credit and booking processing is critically important for compliance reporting, but the complexity of bank operations can make data visibility and traceability very challenging. For many banks, this whole area remains something of a “black box.”