CCG Catalyst

Bank Optimization

CCG Catalyst

Bank Optimization

Bank Optimization

Well-run banks have top-performing Administrative & Operational (A&O) functions that help enable their broader business strategy and objectives. In CCG Catalyst’s experience, optimizing within each A&O function creates improvement but is rarely enough to reach full potential. The biggest gains come from looking within and across all functions and fundamentally changing the way people work together to deliver the highest-value to the bank.

What We Do

To create lasting improvements in efficiency and effectiveness, we help banks focus on getting four things right:

The Business Strategy supported by the correct support functions: A&O leaders need to anticipate and adapt to evolving industry and functional trends. A&O functions are evolving their roles to focus more on enhancing business value as opposed to delivering transactional support.

The service portfolio and service levels aligned with business needs: Top-performing banks build alignment with the business on which support services should be “best in class” and which services should be “good enough” to help meet business needs and manage demand.

The optimal service delivery model: Banks fundamentally change how work is done in order to simplify and eliminate low-value activities. These structural changes require a greater commitment than quick cuts to the current system but provide much longer-lasting value.

The right people, processes, and systems: Optimizing the A&O function is not a one-time event. Ensuring the right people are in the right jobs with the right priorities and the right incentives ensures that costs don’t creep back in. Banks that get it right offer the re-training necessary for employees to succeed in their newly designed roles, invest in tools that drive productivity and create a culture of continuous improvement to ensure that processes keep getting better and costs don’t creep back in.

Our Approach

We are driven by your strategy. Every bank is unique in what you bring to market. Our process supports your business strategy and put in place a “Best Practice” that is designed for your bank.

We focus on effectiveness and efficiency versus just cutting costs. Instead of starting with what functions are doing, we start with what customers want.

We tackle both the function-specific improvement opportunities and the deeper structural issues. These often cut across functions and involve processes, systems and culture.

We don’t streamline processes. We change how the work is done. We offer customized solutions using multiple levers and tools to create larger and faster results that are sustained over time.

At the heart of any improvement is recognizing that support functions may need new roles for new aspirations. The greater a bank’s aspirations, the deeper the structural changes required. We work with banking leaders to redefine the work, and to help employees find fresh ways of adding value to the broader organization.

Client Engagements

Process Re-engineering
Client was seeking a highly qualified firm with proven success in process improvement and change management. We were retained, the first phase of the engagement was an assessment of all operational and support functions. The second phase was the implementation phases of our process initiative resulting in improved efficiency, client service, and profitability. The foundation of this initiative was a comprehensive analysis of the Bank’s using CCG Catalyst’s Top/Down – Bottom/Up approach, which resulted in long term savings to the bank.

Cost Reduction
The Bank retained CCG Catalyst based on an initiative to primary reduce cost and workflow improvement. The bank also was in need of assistance putting in place a best in class “Customer Experience” based on our work in Service Operations. This phase of the engagement focused on operational functions performed in the branches as well as in the centralized operational areas. As part of this engagement, we provide detailed improvement suggestions that the bank was able to implement on their own based on our advice. The end result was a bank that was more efficient and effective over the coming years.

More Services

Bank Business Case

Bank Business Case: Evaluation

Bank Business Case: In-House Vs. SaaS

Bank Business Case: Strategic Direction/Opportunity

Bank Core Contract Negotiations

Bank Core Conversion

Bank Core Vendor Evaluation

Bank Credit Risk

Bank Examination Assistance

Bank Fraud Review

Bank Information Technology

Bank IT M&A

Bank IT Performance Improvement

Bank IT Project Effectiveness

Bank IT Strategy

Bank Loan Review

Bank M&A Due Diligence

Bank Market Risk

Bank Merger & Acquisition Planning

Bank Merger Integration

Bank Mergers & Acquisitions

Bank Operational Risk

Bank Optimization

Bank Organization

Bank Retail Assessment

Bank Risk Advisory

Bank Risk Management

Bank Sales & Channel Effectiveness

Bank Strategy

Bank Strategy Assessment

Bank Strategy Planning

Bank Strategy Product Planning

Bank Technology Assessment

Bank Technology Governance

Bank Technology Strategic Planning

Bank Vendor Management

Bank Vendor Management Program Reviews

Line of Bank Business & Product Assessment

Payments

Project Catalyst

Service Operations

Virtual Bank CIO Assistance

Our Team

A collaborative perspective guides CCG Catalyst relationships both internally and with clients. We take a long-term view in our relationships. We strive to build bonds founded on respect, caring, honesty, mutual support, and investment. We work together in a manner that is team-oriented, constructive, and challenging.

Meet Our Team
CCG Catalyst
CCG Catalyst

Phoenix • New York • London • Singapore

Phone: +1-480-744-2240  • Contact Us

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Director of Digital Strategy

Tony Lazare, Digital Technology Manager


Tony Lazare is the Digital Technology Manager. He has 20 years of extensive experience overseeing all aspects of an IT department, including web development, internal development, database management and reporting, quality assurance, and release management. Tony is a dedicated leader with outstanding technical and management skills and a proven track record of success developing and executing IT.

Tiana Brown, Principal


Tiana Brown is one of the Principals at CCG Catalyst. She has more than 10 years of experience in client services, financial services, operations, and consumer and mortgage lending. Her financial services expertise is comprised of both internal and external engagements. She has strategically coached clients at the organizational, leadership and operational level.

As Principal, Tiana’s subject matter includes internal operations, business processes, as well as risk associated with payment and consumer lending processes and structure. Her consulting skills and her depth of knowledge of financial services affords her the ability to guide and work with banks and fintechs to execute strategic plans that result in successful and sustainable outcomes.

John Peckham, Principal


As a Principal at CCG Catalyst, John Peckham has over 25 years as a trusted advisor to the financial services industry. John is a proven senior level executive, with demonstrated success directing business transformation and delivering impactful results within the digital, technology and fintech space.

As bank consulting leader, John has guided clients in banking, fintech, insurance, credit, as well as, both established and start-ups in creating, building, deploying, and excelling at technology based “disruption” of the established financial services industry

Before joining CCG, John held executive and board-level positions in a variety of companies. His banking experience ranges from community to top 100 banking institutions and has held several leadership positions in his tenure.

Kate Drew, Director of Research


Kate Drew is the Director of Research at CCG Catalyst. Her decade of professional experience includes leading data-driven research projects, creating fintech industry thought leadership, and managing editorial content for publications including Business Insider Intelligence and The Value Line Investment Survey.

At CCG, Kate spearheads client-facing research projects on fintech topics including open banking, digital channels, payments, lending, blockchain, artificial intelligence, digital wealth management, and others. She leverages quantitative data as well as conducts field study based on desk research, conference and event findings, and interviews with prominent industry leaders at fintechs, banks, and other financial and nonfinancial institutions. Her research brings voices into data and provides perspectives informed by real experience inside of financial services companies.

Miranda Jenkins, Chief Operating Officer


Miranda Jenkins is the Chief Operating Officer (COO). As a financial professional with more than 10 years of experience, she has assisted and lead strategic planning, analysis, operational management, and technology development work in private equity and hedge funds in the US, Europe, and Asia. She has handled operations of various funds including cash management, hiring, staffing, strategic goal setting, budgeting, technology development, and planning and implementation.

As COO, Miranda works with colleagues across the firm to execute on the overall vision and is responsible for the daily operation of the company. Her uniquely comprehensive background affords her to advise CCG Catalyst and its clients on operational and strategic initiatives.

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