Financial Services

Apex evaluated and provided recommendations for improving the operational efficiency and effectiveness of the customer service function within a rapidly growing, national financial services firm. The recommendations resulted in improved customer service, productivity, and employee engagement.

Financial Services

Apex developed and implemented a comprehensive workforce methodology and plan for a regional financial services firm seeking to address talent management and succession planning.

Financial Services

Apex assisted a financial services organization with its organizational design and compensation needs. By aligning its structure and compensation practices with its business objectives, the firm increased revenue by 28 percent and profitability by 13 percent over a three year period. “I don’t believe I have ever experienced such great customer service. Any time I …

Financial Services Read More »

Scroll to Top