Financial Services

The Secret That Reduces Business Complexity

  • Operation & Organization
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  • Financial Services
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  • Article

How can you unleash your organization's full power? How can you achieve cost reduction and risks reduction? And what is the way to release your employees' full potential?

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How to Improve Workflow for Increased Profitability in the Legal World

  • Sales & Marketing
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  • Financial Services
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  • Article

What happens when a small law firm in Philadelphia decides to go out on a marketing campaign – and succeeds? How can it manage to handle the new workload? The answer lies in SIPOC. Read more about it in this article.

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Inside the Case Study - Evolving Strategy in Financial Services

  • Strategy
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  • Financial Services
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  • Tribune

The financial crisis continues to expose strategic problems. Rebounding from stalled performance by executing new strategic intent is a survival imperative.

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Driving Process Excellence at a Large Investment Bank

  • Operation & Organization
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  • Financial Services
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  • Case Studies

A mid-sized investment bank was not meeting profit goals. Tefen created a reporting and scheduling system creating a 30% reduction in cost per transaction

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Implementing the Lean Approach in a Financial Organization

  • Strategy
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  • Financial Services
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  • Tribune

The article presents the Lean methodology concept in financial organizations as well as implementation in a major financial organization in Israel

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Business Strategy Formulation in a Large Banking Group

  • Strategy
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  • Financial Services
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  • Case Studies

In order to promote growth while maintaining profitability, the bank wanted to delineate a strategy to its target audience while exploring options of expansion

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Conducting a Strategic Due Diligence of a Big Israeli Food Firm

  • Strategy
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  • Financial Services
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  • Case Studies

An equity company hired Tefen to conduct a strategic due diligence to Israeli food corporation and formulate the price to be offered for the acquisition.

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The Point and Pitfalls in Portfolio Management

  • Operation & Organization
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  • Financial Services
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  • Article

The article discusses about the issues which Examines the suitability of project portfolio to company strategy and how can companies avoid budget dispersion.

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Activity-Based Costing and Root Cause Analysis

  • Operation & Organization
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  • Financial Services
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  • Case Studies

A financial institution’s loan was experiencing inconsistent cost variation from month-to-month, engaged Tefen in order to manage a stability financial policy.

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Building Competitive Advantage for an International Retail Bank

  • Strategy
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  • Financial Services
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  • Case Studies

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Capacity and Resource Management for a Financial Institution

  • Operation & Organization
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  • Financial Services
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  • Case Studies

An executive vice president of operations was looking for a unique solution to the bank`s capacity and resource problems and the negative impact on customers.

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S&OP - A Bridge over Troubled Water

  • Corporate Finance
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  • Financial Services
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  • Tribune

During the current financial climate, companies must cut costs to survive. S&OP (Sales and Operation Planning) process can be the best solution.

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Alternative Banking Channels: Creating Differentiation

  • Sales & Marketing
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  • Financial Services
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  • Tribune

Stimulating the reader to consider alternative banking channels for financial services organizations and the effect on their relations with their clients.

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