Cut redundancy 30%, driving $15M savings within a 100-day execution plan

Led a 100-day post-merger integration plan aligning systems, processes, and governance — reducing redundancy by 30% and delivering $15M in cost savings.

Industry

Financial Services

Client

Large Enterprise

Engagement Duration

6–12 months

Location

Chicago, IL

Cut redundancy 30%, driving $15M savings within a 100-day execution plan-banner

The Challenge

A top-tier financial institution had acquired a mid-sized regional bank. The two organizations operated on separate systems with distinct processes, creating inefficiencies, customer service issues, and compliance risks.

Our Approach

Led the post-merger integration team to align business processes, consolidate IT systems, and standardize reporting structures.
Developed a 100-day integration plan with clear milestones.
Established a governance structure to coordinate workstreams and ensure timely decision-making.

In-depth Details

Migrated core banking systems and customer data with minimal disruption.
Unified risk, compliance, and reporting processes across entities.
Conducted training and change management sessions for staff across all departments.

Months Engagement Duration

30%

Reduced operational redundancy

$15M

Delivered projected annual cost savings

Result

Successfully integrated both organizations within six months.
Minimized customer attrition and ensured compliance throughout.
Achieved significant cost savings and operational efficiencies.

See our Other Work

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