An AI Robot in the Service of the Stock Market

• Tefen AI
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• Financial Services
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• Case Studies

A client wanted to accurate the process of securities' trading in the stock market, and to rely on more precise calculations to consistently achieve the highest profit possible.

The Secret That Reduces Business Complexity

• Operation & Organization
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• Financial Services
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• Article

How can you unleash your organization's full power? How can you achieve cost reduction and risks reduction? And what is the way to release your employees' full potential?

How to Improve Workflow for Increased Profitability in the Legal World

• Commercial Excellence
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• Financial Services
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• Article

What happens when a small law firm in Philadelphia decides to go out on a marketing campaign – and succeeds? How can it manage to handle the new workload? The answer lies in SIPOC. Read more about it in this article.

Inside the Case Study - Evolving Strategy in Financial Services

• Strategy
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• Financial Services
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• Tribune

The financial crisis continues to expose strategic problems. Rebounding from stalled performance by executing new strategic intent is a survival imperative.

Driving Process Excellence at a Large Investment Bank

• Operation & Organization
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• Financial Services
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• Case Studies

A mid-sized investment bank was not meeting profit goals. Tefen created a reporting and scheduling system creating a 30% reduction in cost per transaction

Conducting a Strategic Due Diligence of a Big Israeli Food Firm

• Strategy
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• Financial Services
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• Case Studies

An equity company hired Tefen to conduct a strategic due diligence to Israeli food corporation and formulate the price to be offered for the acquisition.

The Point and Pitfalls in Portfolio Management

• Operation & Organization
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• Financial Services
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• Article

The article discusses about the issues which Examines the suitability of project portfolio to company strategy and how can companies avoid budget dispersion.

Business Strategy Formulation in a Large Banking Group

• Strategy
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• Financial Services
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• Case Studies

In order to promote growth while maintaining profitability, the bank wanted to delineate a strategy to its target audience while exploring options of expansion

S&OP - A Bridge over Troubled Water

• Corporate Finance
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• Financial Services
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• Tribune

During the current financial climate, companies must cut costs to survive. S&OP (Sales and Operation Planning) process can be the best solution.

Alternative Banking Channels: Creating Differentiation

• Commercial Excellence
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• Financial Services
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• Tribune

Stimulating the reader to consider alternative banking channels for financial services organizations and the effect on their relations with their clients.

Activity-Based Costing and Root Cause Analysis

• Operation & Organization
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• Financial Services
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• Case Studies

A financial institution’s loan was experiencing inconsistent cost variation from month-to-month, engaged Tefen in order to manage a stability financial policy.

Building Competitive Advantage for an International Retail Bank

• Strategy
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• Financial Services
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• Case Studies

Implementing the Lean Approach in a Financial Organization

• Strategy
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• Financial Services
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• Tribune

The article presents the Lean methodology concept in financial organizations as well as implementation in a major financial organization in Israel

Capacity and Resource Management for a Financial Institution

• Operation & Organization
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• Financial Services
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• Case Studies

An executive vice president of operations was looking for a unique solution to the bank`s capacity and resource problems and the negative impact on customers.