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Banking Consulting Services That Drive Real Operational Results and Measurable Impact

At Ogemen Solutions, we don’t believe in surface-level optimization — we engineer real transformation. As a specialized provider of banking consulting services, we work with community banks and credit unions to solve operational bottlenecks, reduce operational inefficiencies, and improve compliance with precision and speed.

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Our team brings together decades of experience in process improvement consulting, deep domain expertise in banking operations, and hands-on execution through fractional COO leadership. This isn’t theory or templated advice — it’s practical, outcome-focused consulting designed to move the needle where it matters most.

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Whether you're looking to eliminate redundancies in core processes, implement intelligent business process automation, or strengthen operational governance, our approach is always tailored, transparent, and transformation-driven. You bring the goals — we bring the frameworks, tools, and execution support to get you there.

Banking Consulting Services for process improvement, process automation and fractional coo services

What Real Transformation Looks Like: Success Stories in Banking Operations Consulting

In a world of templated solutions and overused jargon, measurable transformation stands out. At Ogemen Solutions, we’ve partnered with forward-thinking banks to deliver real outcomes — from multi-million-dollar savings through business process automation, to dramatic reductions in turnaround time through targeted process improvement consulting.

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These aren’t hypothetical case studies. They’re detailed transformation case studies from banks that chose to invest in smarter, scalable operations — supported by our tailored banking consulting services, actionable frameworks, and execution-oriented strategies.

Optimizing 286 Processes and Saving $35 Million at a Digital-Only Bank

A fast-growing digital bank was struggling with fragmented operations, siloed functions, and mounting inefficiencies. Through our 16-week transformation engagement, we analyzed 286 processes end-to-end, identified over 500 improvement opportunities, and delivered two Target Operating Models backed by full business cases.

 

With the guidance of our experienced process improvement consultants, the bank received a clear roadmap to reduce operational effort by 28% — unlocking over $35 million in potential savings while laying the foundation for long-term digital scalability.

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Mortgage Lending Process Improvement Case Study

Mortgage Turnaround Time Cut by 40% Across 14 Branches

A small bank in US engaged Ogemen to address inconsistencies in mortgage processing across its 14 branches. Our team centralized operations, standardized procedures, and removed redundancies — guided by the same structured methodologies we use in our consulting services for banks.

 

As a result, the average mortgage turnaround dropped from 56 to 34 days. Customers experienced faster processing, and internal teams operated with greater alignment and accountability.

Banking Process Automation Success Story - $3M Saved

$3M in Savings via Back-Office Automation at a Regional Bank
 

Back-office inefficiencies were hampering growth at a regional U.S. bank. We deployed a focused business process automation strategy to identify automation-ready workflows and implement high-ROI use cases using PEGA Robotics.

 

The outcome? 75% efficiency gains in key functions and over $3 million in annualized cost savings — all achieved without increasing headcount.

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Remote-Ready Banking Operations Success Story

Scaling Operations with a Remote-First Outsourcing Model

As part of modernization effort, a global financial institution sought to create a scalable, remote-ready operation. We assessed over 400 business processes and designed a hybrid delivery model combining in-house teams with nearshore and offshore partners.

 

Enabled by our role as a strategic execution partner, this bank transitioned over 250 processes to the new model — unlocking more than $30 million in savings and building a resilient, future-ready operations structure.

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Consulting Services for Banks Designed to Simplify, Streamline, and Scale

Mid-sized banks, credit unions, and community institutions often face complex operational challenges — legacy systems, siloed processes, unclear handoffs, and limited bandwidth to drive change. At Ogemen Solutions, our consulting services are purpose-built to address these exact pain points.

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With deep expertise in banking consulting services, we go beyond diagnosis to deliver actionable, high-impact solutions. Whether you're looking to improve turnaround times, reduce manual interventions, remove operational inefficiencies or scale operations without increasing headcount, our offerings are designed to help you work smarter — and see measurable ROI fast.

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We blend the strategic thinking of transformation consultants with the execution mindset of operators. The result? Sustainable improvement, not just temporary fixes.

Continuous Process Transformation Services for Banks

Process Improvement in Banking with our Process Transformation as a Service (PTaaS)

Our flagship offering, PTaaS, is a subscription-based engagement model where we work closely with your teams to drive improvement in two high-impact processes every month.

 

Led by seasoned process improvement consultants, this service is powered by our proprietary ESOAD and CRISP frameworks — enabling us to map current state operations, identify bottlenecks, and design optimized workflows that are execution-ready.

 

PTaaS is ideal for banks that want continuous process improvement without the resource strain of full-scale projects. You benefit from the rigor of structured transformation — without needing to hire additional headcount or navigate the overhead of traditional consulting retainers.

 

Best for: banks aiming for business process optimization, quick wins, and progressive transformation.

Fractional COO and Transformation Leadership for Banking

Fractional Chief Operating Officer Leadership in Banking with our Fractional COO Services

Not every bank needs a full-time operations executive. But every bank needs operational leadership. Our fractional COO services give you access to executive-level oversight and transformation governance — without the long-term cost burden.

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We work side-by-side with your leadership to streamline operations, manage change initiatives, oversee transformation execution, and instill accountability across departments. Whether it's lending operations, compliance, or back-office efficiency, we embed operational discipline into your day-to-day execution.

 

Perfect for institutions seeking a strategic execution partner to drive transformation without expanding their leadership bench.

AI and Intelligent Automation Strategy Services for Banks

Tailored Process Automation Strategy with our AI & Automation Strategy Sprints

Confused by all the buzzwords around automation and AI? Our AI & Automation Strategy Sprint cuts through the noise and delivers a clear roadmap in just five days.

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From identifying high-ROI use cases to assessing tool compatibility and building a 90-day execution plan, this sprint helps your team move from exploration to implementation. Whether it's RPA, decision engines, or workflow orchestration — our sprint is a fast-track approach to building a process automation game plan that’s both realistic and impactful.

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This offering is built for community banks and regional players who need to modernize — but want clarity and execution readiness, not just tech buzzwords.

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Best for: Banks looking to modernize operations with the right blend of automation, insight, and execution guidance.

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Rapid Results Process Improvement Workshops for Banking

Rapid Process Improvement delivering Operational Excellence with our Rapid Results Workshops

Sometimes, you don’t need a long project — you need answers fast. Our Rapid Results Workshop is a high-intensity, 3-day onsite workshop designed to solve one specific operational challenge with speed and clarity.

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We bring transformation experts, process designers, and automation strategists into the room with your leadership team. Together, we diagnose the problem, design a solution, and align on a fast-track roadmap to execution. It’s everything good consulting should be — but compressed into days, not months.

 

Best for banks seeking process improvement consultants who can drive fast impact, build internal buy-in, and pave the way for broader transformation.​

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Partner with a Banking Consulting Firm That Knows Execution, Not Just Strategy

If you’re a small-sized or a community bank, credit union, or financial institution looking to solve operational bottlenecks, automate intelligently, or simply get more done with less — we’re here to help.

 

At Ogemen Solutions, our team of senior process improvement consultants, automation strategists, and fractional leaders brings a rare blend of speed, structure, and strategy to every engagement.

 

We don’t just offer banking consulting services — we become your execution partner. Whether you're launching a transformation initiative, redesigning key processes, or looking for rapid clarity on where to begin, we’ll meet you where you are and move with urgency.

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