A leader in the Retirement Plan Services marketplace in the United States has enlisted PRO to enhance the end-to-end participant/sponsor experience through process improvement while optimizing the cost to serve. To deliver an improved and more effective Retirement Services organization, PRO will focus on Process Efficiency & Scalability, Plan Profitability & Sales Effectiveness and Plan […]
A leading Canadian provider of life insurance, investment and retirement services has extended its engagement with PRO to simplify and standardize its New Business processes. A joint team of PRO and client leaders will leverage industry and Lean best practices to achieve dramatic improvements in Advisor and Customer experience while delivering 4x ROI by Q1 […]
Over the past 25 years, PRO’s senior leadership has spoken with thousands of senior executives about their process transformation initiatives – the changes that succeeded, those that failed, and the initiatives they didn’t dare to try. Despite the creation of Continuous Improvement teams within most large organizations over the last decade, we still hear the […]
A leading Canadian provider of life insurance, investment and retirement services has enlisted PRO to simplify and standardize its new business processes. With the objective of enhancing Advisor and Customer satisfaction while increasing revenue, PRO will leverage best practices and Lean principles to increase the speed, transparency and accuracy of application processing. By streamlining workflows […]
PRO is pleased to announce a new client engagement with a Fortune 500 financial holding company. With more than $65 billion in assets, our client provides financing, leasing and advisory services to individuals and corporations. To support achievement of its enterprise-wide efficiency targets, this finance leader turned to PRO to simplify and standardize end-to-end processes […]
