Financial Services

Transform Customer Operations

With increasing commoditized products, efficient and effective service is a differentiating factor within financial services.  From underwriting to policy administration, through member service and self-service, Attadale consultants have the flexibility and experience to step into unique operational environments to accelerate change and operationalize industry leading innovation through the application of lean solutions.

Implement Geospatial Solutions

With a dozen years of geospatial experience, we help clients implement solutions to manage risk, understand customer behavior, and improve target marketing.  Only Attadale Partners brings this unique convergence of expertise.

Aligning Strategy and Operations

Clearly defined strategy and performance goals need to be communicated and cascaded across the organization.  We assist clients in the development of effective metric reporting frameworks that link strategy to behavior to operations and assist our clients to meet their performance targets.

Quantifying Customer Behavior

Financial service firms have been the beneficiaries of Big Data since inception.  Mining this data to shift from demographic analysis to behavioral analysis allows our clients to better understand how to profitability serve different segments of customer based on actual, quantified behavior.

Scale Technology-Enabled Process

Process should always lead technology, but process should be automated or technology enabled where possible.  Attadale helps clients drive new products and services by building & implementing operating models that enable innovation to increase the efficiency and effectiveness of operations. To learn more about our expertise partnering with financial service firms to solve their complex problems, we invite you to contact us at info@attadalepartners.com or our North American headquarters at 847.330.6310.
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Recent Insights

Case Study: Prepared Meal Delivery Service

Consumer values, preferences, and behaviors transcend traditional demographic boundaries. Learn how we helped our agency partner enrich their understanding of their target market by capturing invaluable psychographic data which helped drive their sales strategy plan.

Read More »

Financial Services

Transform Customer Operations

With increasing commoditized products, efficient and effective service is a differentiating factor within financial services.  From underwriting to policy administration, through member service and self-service, Attadale consultants have the flexibility and experience to step into unique operational environments to accelerate change and operationalize industry leading innovation through the application of lean solutions.

Implement Geospatial Solutions

With a dozen years of geospatial experience, we help clients implement solutions to manage risk, understand customer behavior, and improve target marketing.  Only Attadale Partners brings this unique convergence of expertise.

Aligning Strategy and Operations

Clearly defined strategy and performance goals need to be communicated and cascaded across the organization.  We assist clients in the development of effective metric reporting frameworks that link strategy to behavior to operations and assist our clients to meet their performance targets.

Quantifying Customer Behavior

Financial service firms have been the beneficiaries of Big Data since inception.  Mining this data to shift from demographic analysis to behavioral analysis allows our clients to better understand how to profitability serve different segments of customer based on actual, quantified behavior.

Scale Technology-Enabled Process

Process should always lead technology, but process should be automated or technology enabled where possible.  Attadale helps clients drive new products and services by building & implementing operating models that enable innovation to increase the efficiency and effectiveness of operations. To learn more about our expertise partnering with financial service firms to solve their complex problems, we invite you to contact us at info@attadalepartners.com or our North American headquarters at 847.330.6310.
Sign up for our newsletter
(You can unsubscribe any time)

Recent Insights

Case Study: Prepared Meal Delivery Service

Consumer values, preferences, and behaviors transcend traditional demographic boundaries. Learn how we helped our agency partner enrich their understanding of their target market by capturing invaluable psychographic data which helped drive their sales strategy plan.

Read More »
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