Category: Financial Services

News • 1.28.2015

Doren Jacobs Promoted To Managing Principal

Trexin Consulting, a management and technology consulting firm, announced today that Doren Jacobs has been promoted to the role of Managing Principal leading the Trexin Financial Services Practice. Trexin specializes in the application of advanced technologies that drive business value. “Doren provides our financial service clients with superior experience<span. . .

Tagged in: Financial Services

Insight Paper • 9.29.2014

Will Data Breaches Scare Away Consumers?

This article was published by Fortune Magazine on September 25, 2014. Earlier this month, Home Depot confirmed that hackers had broken into its in-store payments system and stolen the credit card numbers of as many as 60 million customers – potentially the biggest breach of a retailer’s computers. Will this<span. . .

Tagged in: Financial Services, Program Execution, Technology

Case Study • 3.3.2014

Social Media Enables Outlook Migration

A major global financial service firm was migrating 19,000 users from Lotus Notes to Microsoft Outlook. The goal was to minimize calls to the helpdesk from the migration and create a cultural shift toward a self-empowered, community focused workforce.

Tagged in: Financial Services, Optimized Operations, Technology

Case Study • 7.5.2013

Global IT Strategy

A Fortune 300 company grew up largely from over 400 acquisitions done over a period of 20+ years. Consequently, Our Client faced increasing challenges aligning, managing, and enhancing a disjointed set of systems and strategies that stemmed from the operations of multiple semi-autonomous IT groups

Tagged in: Financial Services, Growth & Acceleration, Strategy & Innovation

Case Study • 5.1.2013

Preparing a Company for Rapid Growth

Cloud is at the top of the hype curve and every CIO is in some way talking about cloud technology. However, our experience is that most technology executives are looking at cloud through a lens that is focused on technology, rapid deployment and cost reduction. In addition to these aspects<span. . .

Tagged in: Financial Services, Growth & Acceleration, Strategy & Innovation, Technology

Case Study • 2.1.2013

Modernizing a Customer Contact Center

After years of rapid M&A growth, a top-5 bank faced a fragmented and aging customer contact center landscape. As the bank switched to an organic growth strategy, the focus toward integrating the customer experience and tech savvy consumers illustrated the need for change. While the evolving

Tagged in: Financial Services, Optimized Operations, Program Execution

Case Study • 11.1.2012

Revitalizing a BPO Relationship

In reconsidering the merits of a 5-year BPO contract extension, our Client’s CFO asked Trexin to provide decision analysis on a long-standing outsourcing relationship for technology and operational support of do-it-yourself legal documents that was now viewed as increasingly restrictive, risky, and

Tagged in: Financial Services, Optimized Operations, Program Execution, Strategy & Innovation

Case Study • 9.2.2012

Correcting Systemic Business Process and System Integration Issues

The COO and annuity business GM needed to understand on-going, systemic issues for New Business customer service and operations. Marketing’s view of sales performance/customer feedback (negative & losing share) was disjointed from operation’s own view (green scorecards). Specific issues and

Tagged in: Analytics, Financial Services, Growth & Acceleration, Program Execution

Stories & Insights

Category: Financial Services

Doren Jacobs Promoted To Managing Principal

Will Data Breaches Scare Away Consumers?

Social Media Enables Outlook Migration

Global IT Strategy

Preparing a Company for Rapid Growth

Modernizing a Customer Contact Center

Revitalizing a BPO Relationship

Correcting Systemic Business Process and System Integration Issues

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