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Industries / Financial Services & Insurance
Deliver good customer outcomes, and prove it.
Banks, insurers, lenders and wealth firms are being judged on outcomes, not policies. Claims, servicing, onboarding and complaints all shape that outcome. We help senior leaders build service that meets Consumer Duty, cuts cost and keeps customers loyal.
Where service fragments in financial services
The Service Revolution Framework® connects them.
Why financial services leaders work with us
Design service that delivers good outcomes and gives you the evidence to show it.
Cut delays and rework in the journeys customers care about most.
Stop complaints at source instead of paying for them later.
Use automation and AI to remove effort, not shift it onto customers.
Consumer Duty asks one question: did the customer get a good outcome? That is a service question.
Proof
Johann has worked inside large, regulated, high-volume organisations including HMRC, Vodafone, E.ON and National Grid. The same service disciplines apply wherever customer outcomes are scrutinised.
See Johann’s background →At HMRC, Johann’s service transformation experience helped the team better exploit its technology, and identify, quantify and realise how the wider organisation could deliver even better service while optimising operational costs.
More about Johann →Start here
25 questions, about 10 minutes. See where service is holding back your financial services business, with a personalised benchmark.
Take the diagnostic →Take Johann’s 8-minute survey on growing revenue from existing customers through better service. Get the findings by email.
Join the research →A 20-minute briefing call with Johann Diaz on your organisation’s service priorities and next steps.
Book a briefing →Johann’s leadership and coaching enabled us to win and deliver the largest Service Transformation program we had ever won.
David Blackwood · CTO, Capgemini
Connect with a specialist
Reserve a free 20-minute strategy call with Johann Diaz. Talk through your service priorities and leave with clear next steps.
AI is changing claims triage, fraud checks and customer servicing. Under Consumer Duty it has to improve outcomes, not just speed. That takes service design, not just technology.
Industry-tested, board-trusted
FAQ
We help leaders redesign claims, servicing, onboarding and complaints so they deliver good customer outcomes under Consumer Duty, at a lower cost to serve.
COOs, Chief Customer Officers and operations leaders in mid-sized banks, insurers, lenders, brokers and wealth firms.
Start with the ServiceGap diagnostic. It shows where outcomes break down today and where to act first.
Start with a free strategy call with Johann, or take the ServiceGap diagnostic.
