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®
Do today what will help you tomorrow.™
Experience Optimization™
With our expertise, you will:
Experience Optimization™
analyzes and documents all processes directly affecting your customers and financial performance. By focusing on four key components -
Customer • Cost • Compliance • Control - each process is aligned to your organizational objectives with actions to enhance your ROI. Then, using the skills of Six Sigma Black-belt®
, Lean®
and
PMP®
experts, Process Life-cycle Management systems are developed so your operations return higher rewards at a lower cost.
DEVELOP PROCESS LIFE-CYCLE MANAGEMENT SYSTEMS
Effective tools that put you in control
Behind every customer experience is a process...
Behind every process is a cost...
Behind every cost lies a decision.
ALIGN PROCESSES TO CORPORATE OBJECTIVES
Four focus areas ontrol
PROCESS
LIFE CYCLE
MANAGEMENT
Manage the entire life-cycle
of any process with effective
tools that put you in control.
Process Life-cycle
Management integrates
data, personnel, operations
and customer expectations
into responsive manageable
systems.
• Increase customer satisfaction
• Quickly identify cost opportunities
• Save through process integration
• Achieve operational control
CONTROL
Ensure controls in place
are balanced, effective
and highlight potential
deficiencies. Isolate gaps to
minimize risk to the business.
COMPLIANCE
Highlight unnecessary
costs and activities which
do not align with your business
strategy. Ensure results are
achieved with defined structure.
CUSTOMER
Review key processes
driving customer
interactions. Determine if
outputs are aligned with company
objectives and expectations.
COST
Assess the effectiveness
of these processes and
optimize all delivery
activities by balancing cost and
performance.
Experience Optimization™
ensures your customer interactions are on target to deliver the
results you need. This program is developed for performance stakeholders in:
Servicing the customer • Customer facing technology (IVR, ATM, on-line banking)
Account acquisition and on-boarding • Loan, deposit and card operations
Collections • Disputes
Experience Optimization™
Do today what will help you tomorrow.
We EVALUATE your operations, key processes and operating costs.
We ENHANCE the activities that matter most to your customers and your organization.
We ELIMINATE unnecessary components and cost and
We ENABLE you to grow.
Look at your business through the eyes of the customers.
Are they satisfied? Are they getting what they expect?
PROFIT INSIGHT®
provides tangible solutions to the
global banking and payments industry. Our specialists
solve problems for executives frustrated by declining
revenues and rising costs. Through client collaboration,
PROFIT INSIGHT®
creates revenue enhancement, revenue
assurance and cost reduction strategies with low risk,
locally compliant tactics that deliver substantial financial
rewards.
®
249 Williamson Road • Suite 200 • Mooresville • North Carolina • USA • 28117
866.261.6226 • +1.704.746.3789 • www.profitinsight.com
© 2015 by PROFIT INSIGHT®
All rights reserved.ExperienceOptimization March 30, 2015 9:54 AM
Our customized solutions are yours
We develop a broad array of solutions to address your
specific needs and customize them to your specific business
climate. We work with you to implement these new ideas
and instill them as best practices into your organization’s
culture.
Our customized solutions are highly transparent
We are sensitive to your current customers and prospects.
Our revenue enhancement, revenue assurance and cost
saving programs help you better understand not only your
operations, but your market and customer base.
Our engagements are quick, quiet & efficient
Our engagement teams are small and operate quickly
without disrupting your daily operations. They require little
of your internal resources and work as part of your team in a
collaborative approach.
BANKS • CREDIT UNIONS • OTHER FINANCIAL INSTITUTIONS
BANKING • EXPERIENCE • PAYMENTS
We deliver opportunities.™
PROFIT INSIGHT®
is the
CLEARCLEARCHOICE to help you achieve your financial goals.
Providing Cumulative financial benefits with solutions that
are Locally compliant focusing on
revenue Enhancement,
revenue Assurance and
cost Reduction

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ExperienceOptimization

  • 1. ® Do today what will help you tomorrow.™ Experience Optimization™
  • 2. With our expertise, you will: Experience Optimization™ analyzes and documents all processes directly affecting your customers and financial performance. By focusing on four key components - Customer • Cost • Compliance • Control - each process is aligned to your organizational objectives with actions to enhance your ROI. Then, using the skills of Six Sigma Black-belt® , Lean® and PMP® experts, Process Life-cycle Management systems are developed so your operations return higher rewards at a lower cost. DEVELOP PROCESS LIFE-CYCLE MANAGEMENT SYSTEMS Effective tools that put you in control Behind every customer experience is a process... Behind every process is a cost... Behind every cost lies a decision. ALIGN PROCESSES TO CORPORATE OBJECTIVES Four focus areas ontrol PROCESS LIFE CYCLE MANAGEMENT Manage the entire life-cycle of any process with effective tools that put you in control. Process Life-cycle Management integrates data, personnel, operations and customer expectations into responsive manageable systems. • Increase customer satisfaction • Quickly identify cost opportunities • Save through process integration • Achieve operational control CONTROL Ensure controls in place are balanced, effective and highlight potential deficiencies. Isolate gaps to minimize risk to the business. COMPLIANCE Highlight unnecessary costs and activities which do not align with your business strategy. Ensure results are achieved with defined structure. CUSTOMER Review key processes driving customer interactions. Determine if outputs are aligned with company objectives and expectations. COST Assess the effectiveness of these processes and optimize all delivery activities by balancing cost and performance.
  • 3. Experience Optimization™ ensures your customer interactions are on target to deliver the results you need. This program is developed for performance stakeholders in: Servicing the customer • Customer facing technology (IVR, ATM, on-line banking) Account acquisition and on-boarding • Loan, deposit and card operations Collections • Disputes Experience Optimization™ Do today what will help you tomorrow. We EVALUATE your operations, key processes and operating costs. We ENHANCE the activities that matter most to your customers and your organization. We ELIMINATE unnecessary components and cost and We ENABLE you to grow. Look at your business through the eyes of the customers. Are they satisfied? Are they getting what they expect?
  • 4. PROFIT INSIGHT® provides tangible solutions to the global banking and payments industry. Our specialists solve problems for executives frustrated by declining revenues and rising costs. Through client collaboration, PROFIT INSIGHT® creates revenue enhancement, revenue assurance and cost reduction strategies with low risk, locally compliant tactics that deliver substantial financial rewards. ® 249 Williamson Road • Suite 200 • Mooresville • North Carolina • USA • 28117 866.261.6226 • +1.704.746.3789 • www.profitinsight.com © 2015 by PROFIT INSIGHT® All rights reserved.ExperienceOptimization March 30, 2015 9:54 AM Our customized solutions are yours We develop a broad array of solutions to address your specific needs and customize them to your specific business climate. We work with you to implement these new ideas and instill them as best practices into your organization’s culture. Our customized solutions are highly transparent We are sensitive to your current customers and prospects. Our revenue enhancement, revenue assurance and cost saving programs help you better understand not only your operations, but your market and customer base. Our engagements are quick, quiet & efficient Our engagement teams are small and operate quickly without disrupting your daily operations. They require little of your internal resources and work as part of your team in a collaborative approach. BANKS • CREDIT UNIONS • OTHER FINANCIAL INSTITUTIONS BANKING • EXPERIENCE • PAYMENTS We deliver opportunities.™ PROFIT INSIGHT® is the CLEARCLEARCHOICE to help you achieve your financial goals. Providing Cumulative financial benefits with solutions that are Locally compliant focusing on revenue Enhancement, revenue Assurance and cost Reduction