Financial services case studies provide examples of the role of Kepner-Tregoe (KT) in improving IT support in the financial services industry. As demonstrated by KT case studies, our ITIL® recognized problem management and incident management methods are used in many of the largest financial services support organizations. Complex systems, regulatory issues, or the financial risk when systems are down contribute to the high-stakes environment of IT support in financial services companies. Bringing increased transparency and better risk management to IT incident management, KT’s structured approach builds reliability while also creating agility and speed. When problems arise, service and support personnel have the tools needed to act quickly with minimal or no disruptions to financial service operations.

Improving troubleshooting for root cause analysis by quickly cutting through data for rapid solutions has made the KT Resolve program an industry standard. Financial services companies rely on KT’s structured processes to drive problem solving toward resolution, even when tensions and costs are rising. Used in operations centers of money-center banks, insurance companies, or financial services companies of all kinds, our analytic problem solving brings rapid resolutions to critical IT problems and improves IT service and support at financial centers around the globe.

To learn more about Kepner-Tregoe consulting and training solutions for financial services or insurance organizations, contact us.

View Financial Service Case Studies Just Below

 

Increasing IT Stability
Increasing IT Stability

This global investment, wealth management company saw a huge increase in IT stability through the increase in problem data quanity, a reduction in time-to-root-cause as well as a reduction major incidents.  

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A Sound Decision Saves $1.3 Million
A Sound Decision Saves $1.3 Million

Ricoh Corporation benefitted from the KT process by doubling in size in just five years. The solution involved KT Project Management to better manage and bring objectivity and order to the project.

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Transforming Problem Management
Transforming Problem Management

Using Value Stream Mapping, KT and the Problem Management team identified the bottlenecks in initiating investigations and addressing corrective actions that were taking away valuable time from investigations. 

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Financial Services
Financial Services

A recurring system failure at US Money Center Bank was resolved using the KT process, resulting in restoring their exchange cycle and preventing company losses.

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