Quarterly CI Reviews in Financial Services

Savings of over £200,000 within 6 months

3500 hours saved and reinvested in value-adding tasks

Saved 52 reames of paper/ 60kg of raw materials

Wide-scale simplification of processes & ways of working

We have seen so much value from doing these quarterly reviews. It’s good to celebrate achievements throughout the year.

Managing Director

Define it

Our client is a multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world.

They aimed to streamline operations and empower employees to focus on core delivery activities. We had already delivered Yellow Belt Lean Six Sigma training across the department, but needed to embed a culture of continuous improvement and see tangible results. We recommended instigating our Quarterly CI Reviews as a way to maintain momentum, engagement and capture tangible benefits.

Improve it

We collaborated with the client to create a solution that went beyond quick wins:

  • Quarterly CI Reviews: A regular system to capture daily improvement initiatives, providing independent assessment and measuring progress. This allowed the client to celebrate achievements throughout the year.
  • Simplification idea framework: Developed a system to capture and manage all simplification ideas, including a register of improvements and a dashboard for complete visibility during the implementation lifecycle.
  • Quarterly workshops: Facilitated quarterly workshops to review progress, celebrate successes, and share best practices across departments. These sessions highlighted the benefits of simplification efforts, driving efficiency, profitability, sustainability, and enhanced customer experience.

Sustain it

We deliver this service every year. This ongoing partnership demonstrates the power of implementing a structured approach to continuous improvement. It empowers employees, drives efficiency, and delivers measurable results for multinational organisations.

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