Financial Services Archives - Page 2 of 2 - Centric Consulting

Our experts love to share knowledge. And it shows! Whether you have a business or technology need, you've come to the right place to find information you can use.

Select a Resource:

Assessments

Blogs

Client Stories

Ebooks & White Papers

Podcasts

Visuals

Webinars

Filter By Topic

Filter By Industry

Navigate What’s Next in Banking: Innovate the Back Office to Prepare for the Long-Term

To prepare the back-office for the long-term, banks will have to make internal workforce, process and technology changes to move from short-term to long-term.

Customer Experience Transformation: Improving Customer Retention With Business Process Management (BPM)

We share how we helped a large regional bank evolve its user experience and retain customers.

How Lenders Can Prepare to Service Small Business Loans Under the CARES Act PPP

Lenders that can quickly scale digital channels, workflow and reporting capabilities to accept new small business loans will be ready for the CARES Act PPP.

Putting Software Delivery Process Efficiency into Practice: A Case Study

A life and annuity company achieved 20% process efficiencies following our approach in removing waste from software delivery processes.

Improving Processes to Enhance Customer Experience

Learn how Centric Consulting helped a large regional bank improve customer experience and back-end processing with digital transformation.

NY DFS Regulation: Three Ways to Achieve Compliance and Overcome Cyber Threats

With so many cyber threats and regulatory changes, how do keep your insurance business intact - and successful?

Cybersecurity Attacks: Protect Your Company with Routine Patch Management

Mark Vander Elst discusses the importance of a robust patch management program to protect your company from vulnerabilities & system outages.

Navigating the New DOL Fiduciary Rule Given Regulatory Uncertainty

As a new administration takes over the White House in January, we have some considerations for you on the new DOL Fiduciary Rule.

DOL Investment Advice Rule: Three Tips to Ensure Program Success

Centric provides industry, business, and technology services to ensure compliance and enhance business standing, including impact analysis and change management.

Is It Truly OK to Fail? Bridging the Gap Between Project Execution and Financial Management

Centric Boston's Brian Sedor discusses what we learn from our failures.