Financial Services Practice

What Our Clients Are Saying

Project Catalyst was instrumental in driving efficiency, helping us bend the cost curve and running our company better.

Dermot McDonogh,
Chief Financial Officer

Accelerate is enabling us to lower our unit cost, shift more of our cost to a variable basis and focus our engineering and operations talent on areas of competitive advantage. But more importantly, it’s transforming the way we operate the business and the culture of the company.

Scott Sanborn,
CEO

LIFT engaged our employees to generate ideas to enhance process change and lead to improved efficiency. Millions of dollars in cost reductions and revenue enhancements are expected as the company builds a culture of continuous improvement.

Gerry Lipkin,
Chairman

The greater efficiency from this project places Provident in a stronger competitive position and allows us to provide significant future benefits to our shareholders, customers and associates.

Bob Hoverson,
President and CEO

Mission Excel is a balanced program that funds significant business growth and technology investments by redeploying resources generated through efficiency improvements.

Takahiro Moriguchi,
President and CEO

With UPExcel, we have now created best practice approaches, strengthened our management processes and disciplines, and provided the financial resources for future investments.

Jack Moore,
CEO

Mission Onward was a powerful catalyst in unleashing creativity of all the organization. It left us with a clear roadmap and an improved culture of collaboration and responsibility.

Paul Greig,
Chairman and CEO

The process of the people closest to the decision making, closest to the operations, closest to the customer coming up with the ideas made this such a success.

Henry Meyer,
Chairman and CEO

Using EHS, we got to the heart of the matter—and extraordinarily quickly.

Jack O’Brien,
CEO

It would be difficult to overstate the importance of Project Ascend, which has ramifications far beyond the earnings improvement it will generate.

Larry Dunigan,
Chairman

TOP will drive us to do the right things to serve customers well and operate as efficiently and effectively as possible.

Bruce Van Saun,
Chairman and CEO

PNC emerged from this process a stronger, more efficient organization. We developed ways to increase our customer facing staff and save hundreds of millions of dollars.

Jim Rohr,
Chairman and CEO

The process and outcomes exceeded my expectations. The work we did to improve our company enabled us to deliver even more value as we strive to create a clear, simple, and certain experience for customers.

Timothy J. Mayopoulos,
President and CEO

New BAC was core to our strategy to align resources, remove obstacles to serve customers better and to operate as a more focused, streamlined company.

Brian Moynihan,
Chairman & CEO
Financial Clients Served
Annual Pre-Tax Run Rate Improvement

How We’ve Helped
Our Financial Services Clients

  • Margin Expansion
    Program financial results yielding 20-40% of pre-tax earnings, with typically 80% originating from the cost base and 20% from enhanced revenue capture.
  • Improved Operations
    Improvements within and across all departments and businesses, with a focus on value added activities, collaboration and faster decision making.
  • Streamlined Processes
    Achieved substantial efficiency improvements across their IT enterprises during major IT re-platforming projects. Streamlined processes, eliminated redundancies, and enhanced productivity, empowering the organization for a competitive future.
  • Fostered Continuous Improvement
    Engaged employees in customer needs assessment and non-value-added process elimination. Consolidated business functions to foster a unified company culture committed to continuous improvement.
EHS has helped CEOs at 5 of the largest US banks rapidly achieve significant margin improvement through sustained changes in work, spend, and revenue, with a 100% success rate and performance-based compensation.
Eric Holder
EHS Partner and Managing Director
18-Week Program Meet Our Team

What We Can Do for You

Operational Performance Enhancement

EHS Partners guides clients through a proven program that generates substantial financial benefits and lasting improvements in operational efficiency.  

Our unique approach enables companies to achieve significant outcomes in less time with increased confidence. We have a proven track record of success, with many clients exceeding 10% savings against their cost base.

A Program Tailored to Your Needs

Our highly structured, results-oriented program is based on a deep understanding of the challenges and opportunities facing financial services firms.

We use a proven methodology to identify and prioritize improvement opportunities, and we track progress closely to ensure that our clients achieve their goals.

Continuous Improvement

Our program is not just about delivering quick wins – we are committed to helping our clients build a culture of continuous improvement.

We work with our clients to develop and implement the tools and processes they need to sustain their performance gains over the long term.

Program Benefits

  • Substantial financial benefits, such as cost savings, revenue growth, and improved profitability
  • Lasting improvements in operational efficiency
  • Increased agility and responsiveness to change
  • A culture of continuous improvement
  • Performance-based fee

Want to learn more?
Let’s talk

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