The right technology plays a critical role in your operational efficiency. So our objective is to help you structure your operations to realize maximum effectiveness, through powerful technology systems and processes.
With the right vendor partnerships, financial ratios can improve, customer satisfaction can rise, expenses can decrease, and your market share can increase. Technology plays this critical role in your growth trajectory, and we know how to help you leverage it to the fullest.
At Harper McNeil, we combine our astute understanding of the banking industry and technology, and incorporate these with your operational vision and goals. Then, we apply our extensive knowledge of these technologies to best integrate them into your existing operations.
Here are some of the highlights of our operations analysis program:
- Meeting with your management team to fully understand your needs and objectives.
- Customizing a program to meet your specific requirements.
- Observing your employees personally yet unobtrusively to document their daily procedures and efficiency.
- Providing you with documentation that includes best practice answers to operational inefficiencies.
- Comparing your staffing resources to other financial institutions that match you in number of accounts, asset size, and products offered.
- Reviewing our findings with your management and working with you to implement accepted changes.
- Continuing our support for a six-month period to monitor the success of our recommendations.
We welcome the opportunity to review your operational procedures and recommend solutions to improve your institution’s performance. Call us at 704-895-8226 to discuss further.