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Financial Services

The financial services industry is facing a growing number of challenges including fluctuating interest rates, increased regulations, new technology, and aggressive, non-traditional competitors. The rapid shift in this industry is making it critical to ensure operations are performing optimally.

Industry players are struggling to find ways to improve their margins, but options are limited. This is where we can help. With deep industry knowledge, we understand your specific challenges, implement and deliver sustainable results. Most importantly, we Make It Happen™.

Learn how we prepare your industry for future growth without additional financial commitments in staffing or capital requirements in the following key focus areas:




The team was able to work side by side with our staff at all levels to solve some very complex issues than span multiple functions; centralized demand management, decentralized call centers, shared fulfillment centers, call and skills routing functions.

– A Global Insurance Company

I found your firm's approach to optimizing our operations to be refreshing, and extremely powerful in how it generates bottom-line results. The operations team now has new tools and reports to view productivity, cost, speed, service and quality in real-time, and the speed at which these tools were developed and rolled our was impressive.

– A Fortune 500 Life Insurance Company

Trindent delivered on the stated cost savings targets as promised, and we are on track to realize $5.3 Million dollars in benefits. What was most impressive about the engagement was that it generated productivity gains of 30% or greater in our policy administration, new business underwriting and customer and agent call centers – without any IT investments.

– A Global Insurance Company