Amidst challenging management environments, the societal mission of financial institutions is intensifying, with listed institutions facing increasing demands for enhanced corporate performance. Financial institutions must adapt to tough conditions by cutting costs and reallocating resources to new areas. Digital transformation is accelerating changes in the business environment, and the nature of banking itself is evolving. Adapting swiftly to these changes and establishing a data-driven operational framework are crucial.

Operations in financial institutions are expanding due to IT system constraints, regulatory compliance, and measures to prevent past administrative errors. There is a need to optimize operations by minimizing unnecessary tasks and improving efficiency (reducing input and process costs/time) while maximizing productivity (output maximization). Digital-driven operational reform is essential, following digitization (converting analog data to digital) with digitalization (digitizing individual processes).

Our comprehensive support spans from current state assessment and workload analysis to identifying issues, formulating future visions, and implementing reform strategies to achieve these goals.

Our approach begins with understanding the current state and defining the desired future state, identifying solutions to current challenges, and formulating reform strategies to achieve the desired state.

To grasp the current state, we review administrative procedures, conduct surveys of employees and customers, perform face-to-face interviews, and carry out on-site investigations. This helps visualize processes, uncover staff dissatisfaction, and identify external perspectives on issues. The desired future state is developed collaboratively through discussions with executives and relevant departments.

Our reform strategies are comprehensive, ranging from workflow changes and automation to employee mindset shifts, standardization of sales promotion and management methods, and significant digital transformation (DX). Leveraging our extensive experience with financial institutions, digital expertise, and policy insights, we support the planning and execution of tailored strategies.

• Enhanced productivity
• Cost reduction and resource allocation through process efficiency
• Increased profitability through optimized sales activities
• Standardization of operations and conversion of tacit knowledge into organizational knowledge
• Establishment of a monitoring and improvement system based on data utilization