Operational Excellence: Seven Pillars for Post-Pandemic Processes in Banking

SRM Academy White Paper


One year into the pandemic, many financial institutions still face daily challenges brought on by the need for social distancing.

Although branches are reopening, it is increasingly clear there is no way back to the "old way" of doing things.

This report provides vital insights to financial institutions seeking guidance in navigating today's socially distanced challenges. It outlines specific pillars for what SRM advisory experts refer to as Operational Excellence.

Topics covered include:

  • A deep dive into the effects of pandemic-related operational disruptions 

  • Organizational redesign strategies from day-to-day operations to performance management

  • Quick win tactics to help regain or build momentum on important key organizational initiatives

  • Two case studies describing specific projects utilizing the recommended methods

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