{"id":42939,"date":"2021-09-20T09:36:00","date_gmt":"2021-09-20T09:36:00","guid":{"rendered":"https:\/\/kepner-tregoe.com\/about\/case-studies\/financial-services\/"},"modified":"2025-07-24T14:41:25","modified_gmt":"2025-07-24T14:41:25","slug":"financial-services","status":"publish","type":"client-success-story","link":"https:\/\/kepner-tregoe.com\/zh-hans\/about\/client-success-stories\/financial-services\/","title":{"rendered":"Financial Services"},"content":{"rendered":"<h2><\/h2>\n<h2><\/h2>\n<h3>Case Studies In Creating Value<\/h3>\n<h4>Client: US Money Center Bank<br \/>\nRecurring System Failure Puts Millions of Dollars at Risk<\/h4>\n<p>A U.S. money center bank experienced a recurring system failure that interrupted their international monetary exchange cycle. Using Kepner-Tregoe processes, the bank resolved the systems failure and restored the exchange cycle. Losses due to the disruption could have been staggering. By resolving the problem quickly, the bank preserved millions of dollars in interest earnings.<\/p>\n<h4>Scorecard<\/h4>\n<ul>\n<li>International monetary exchange cycle restored<\/li>\n<li>Millions of dollars in interest earningspreserved<\/li>\n<\/ul>\n<h4>Client: Financial Services Company<br \/>\nA Process Approach to Resolving Conflict<\/h4>\n<p>The Kepner-Tregoe Situation Appraisal process was used to focus discussion between two software development groups at a regional financial services company based in the eastern U.S. The groups were required to coordinate new software releases for the company\u2019s retail bank, but they were unable to reach an accord.<\/p>\n<p>After weeks of disagreement, the group spent five hours in a conference room as a facilitato led them through the Situation Appraisal process. The groups were able to clarify and prioritize major concerns for top management attention and decision making and came to a consensus on a roll-out process, next steps, and responsibilities.<\/p>\n<h4>Scorecard<\/h4>\n<ul>\n<li>Restored customer service<\/li>\n<li>Avoided $375,000 work-around<\/li>\n<\/ul>\n<h4>Clients: Merging Commercial Banks<br \/>\nProject Planning Results in \u201cTrouble-Free\u201d Merger<\/h4>\n<p>Kepner-Tregoe Project Management processes were used, over a six week period, to develop the project plan for the merger of the check cashing and loan operations of two major U.S. commercial banks.<\/p>\n<p>Merger activities took six months. According to an article about the merger that appeared in the Wall Street Journal, it was \u201cthe most trouble-free merger of back office operations\u201d that the Journal had ever covered. By devoting six weeks to planning the merger, the banks implemented the plan and met project goals on-time and on-budget.<\/p>\n<h4>Scorecard<\/h4>\n<ul>\n<li>Upfront planning paid off in smooth project implementation<\/li>\n<li>Project goals were met on-time<\/li>\n<li>The project set new standards for merging back office operations<\/li>\n<li>Positive public relations were generated by the trouble-free merger<\/li>\n<\/ul>\n<p>\u00a0<\/p>\n","protected":false},"author":8,"featured_media":6488,"template":"","client-success-story-category":[276],"class_list":["post-42939","client-success-story","type-client-success-story","status-publish","has-post-thumbnail","hentry","client-success-story-category-financial-services"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.7 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Financial Services - Kepner-Tregoe<\/title>\n<meta name=\"description\" content=\"Case Studies In Creating Value Client: US Money Center Bank Recurring System Failure Puts Millions of Dollars at Risk A U.S. money center bank experienced\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kepner-tregoe.com\/zh-hans\/about\/client-success-stories\/financial-services\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Services\" \/>\n<meta property=\"og:description\" content=\"Case Studies In Creating Value Client: US Money Center Bank Recurring System Failure Puts Millions of Dollars at Risk A U.S. money center bank experienced\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kepner-tregoe.com\/zh-hans\/about\/client-success-stories\/financial-services\/\" \/>\n<meta property=\"og:site_name\" content=\"Kepner-Tregoe\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-24T14:41:25+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kepner-tregoe.com\/wp-content\/uploads\/2025\/07\/iStock-1270109683.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1067\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/kepner-tregoe.com\\\/zh-hans\\\/about\\\/client-success-stories\\\/financial-services\\\/\",\"url\":\"https:\\\/\\\/kepner-tregoe.com\\\/zh-hans\\\/about\\\/client-success-stories\\\/financial-services\\\/\",\"name\":\"Financial Services - 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