Financial Services

We help our financial services clients adapt and excel. From finding dynamic new ways to attract and retain customers to staying at the forefront of industry trends, our goal is to enable you to change, modernize, and innovate by pinpointing the pathway to best achieve your goals.

What We Do

Regional and national banks. Insurance. Mortgage lenders. Fintech. Investment brokerages. While your worlds may be different, you share many common challenges. We enable you to connect with new prospects, stay ahead of current trends, improve customer experiences, and prepare for future industry-wide disruption.

Our Sendero team has proven expertise in the key areas that impact financial services firms most, including:

• Paper to digital transformation
• Customer onboarding
• Customer-facing UX analysis and design
• Customer persona and value analysis
• Data & analytics governance design
• CRM vision and strategy
• Enhanced Direct Enrollment (EDE)
• System personalization
• Voice of the customer analysis
• Mobile app design and modernization
• Call center modernization
• Mobile and web agent applications
• Quoting system implementation and refinement
• New insurance and financial service product offerings

In addition to services geared specifically to the financial services industry, we also offer an array of core consulting services designed to drive organizational effectiveness, enhance competitiveness, streamline operations, and improve profitability.

• Agile transformation
• Executive KPI dashboarding
• New revenue stream frameworks
• Operational readiness
• Business process redesign
• Post-merger integration
• Regulatory compliance
• PCI assessment and remediation
• PMO setup and support
• Program management and coordination
• System modernization
• Task automation
• Policies, procedures, and process documentation
• Sales, service, and marketing process analysis and design