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How Can I Apply Six Sigma to a Financial Advisory Business (Turnkey Asset Management Program)

Six Sigma – iSixSigma Forums Industries Financial Services How Can I Apply Six Sigma to a Financial Advisory Business (Turnkey Asset Management Program)

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  • #54561

    Hi all,

    I am working in financial firm where we are providing the platform for the IBD’s and RIA’s.We are providing a Turnkey Asset Management Program (TAMP) allows independent financial advisors, typically fiduciaries, to outsource the management of some or all of their clientsΒ’ assets. I am planning to implement six sigma in our organization especially in our business.

    Kindly suggest some business problems, approach models or case studies from where i can start formulating such problems. The main issue i have come through is it is difficult to find similar problems in internet.

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    #196080

    Nitesh Verma
    Participant

    A good way to start would be to look at the customer / business pain areas. Do your customer complain about any of your services (delays, accuracy, quality)? Is there a pain which the internal stakeholders want to address?

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    #196092

    Hi Andy and Nitesh,

    Thanks for sharing your ideas. Sure it will help me alot. Along with that i am looking for an approach to apply this in our core business. I think it may be a new approach and needs some discussion. Can we set up a set of iterative discussions so that i may get some insights from your valuable experience.

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    #196093

    Nitesh Verma
    Participant

    Alex, we can surely have a discussion on what approach to use.

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