Business Process Improvement
Case Studies
Shareholder Reports Delivered Electronically and
Cost Effectively
Challenge
Shareholder Reports are required by industry regulators for all mutual fund products. Developing, printing and distributing them is extremely expensive.
Solution
The RoMa Group managed the development of an electronic delivery system to distribute shareholder reports utilizing the client company’s website. The solution was fairly complex, but appropriate: The RoMa Group had to develop a solution that would enable shareholders to easily receive and read their reports; the project team needed to determine the most cost-effective delivery platform, html or pdf. Finally, the team had to create an electronic delivery solution for reports that would work in parallel with the printed version.
Outcome
Electronic delivery of shareholder reports was forecasted to save 20% of production costs in two years.
Mid-sized Commercial Bank Aligns Its Operations With Customer Service To Increase Client Satisfaction
Challenge
This successful lender in Silicon Valley had a set of strategic objectives that it wished to accomplish, beginning with improving the client’s experience based on feedback from customer surveys.
Solution
The RoMa Group created a detailed Client Experience touch point map from brand awareness through advocacy; identifying areas needing improvement. Then developed a blueprint for optimization of client Onboarding through improved communications, CRM utilization and role clarity
Outcome
By zeroing in on the key shortcoming and providing an actionable plan, we was able to generate a company-wide focus on client Onboarding and help implement key recommendations to improve client Onboarding. For example, steps were undertaken to streamline the process by reducing paper-work for both clients and employees.