Financial Services

The Financial Services industry operates in an environment of continuous strategic transformation, facing ever-changing customer and regulatory demands.  With business models under incessant pressure, organizations are turning to technology advancements for real-time efficiency, speed-to-market, and to meet customer service requirements.

TayganPoint proudly counts leading Financial Services and Insurance enterprises among our clients.  We are poised to help define your best path forward in this complex environment, and to successfully implement your strategy.  Perhaps streamlining is called for.  Perhaps you are considering the benefits of a merger or acquisition, business process optimization, technology initiatives, or better alignment to business goals.  Perhaps a change in your customer’s experience will differentiate – and fuel growth and loyalty.

TayganPoint excels as your trusted advisor, with very strong skills, deep experience, and solutions that enhance your unique culture and achieve the business outcomes you expect to deliver.

Financial Services Experience

Enterprise / Corporate

Strategic Business Process Improvement Initiatives

  • Develop, Prioritize, Select Portfolio
  • Portfolio Management
  • Execution & Coaching Support
  • Ensure Benefits Realization

Design and Implement internal Centers of Excellence

  • Hands-On Leadership for Projects
  • Ensure Benefits Realization




Business Process Mapping and Design

-Fixed Assets, Contract-to-Collections, Procure-to-Pay and New Client Onboarding.

Profit Optimization for Long-Term Care Insurance.

Lean Six Sigma Training & Certification.

Information Technology

Demand Intake for IT Shared Services, 401K Platform Design & Onboarding.


Business Process Improvement.

-Return Mail.

– Print & Mail Fulfillment.

New Client Attraction.