Operations Strategy at Major European Bank: Outsourcing to Achieve Service Enhancements and Risk/Cost Reduction in a Post-Merger Banking Environment

Created tactical plan for radically reducing the cost of US Dollar clearing and NY branch funds transfer operations. Focused on treasury functions of money market and foreign exchange, from front office deal origination to back office booking, and SWIFT message generation to FTR CHIPS/FED execution. Outsourcing resulted in $1.5M in administrative overhead savings, higher service levels, and significantly reduced risk.

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Generating top-line Growth Through Improved Customer Service: Helping MortgageCo Leverage Customer Data to Tailor Services

Developed customer acquisition and retention strategy utilizing tiered service delivery mapped to relationship type, profitability, and degree of value added across mortgage products. Created a methodology for linking customer information from several separate databases and maintaining accurate and actionable customer profiles.