Representative transformation case studies

Financial Services & Banking

Proof of enterprise value capture, operational performance improvement, and disciplined execution in complex financial-services environments.

Representative career case studies. Results below were delivered by Rod L. Wilson during prior executive roles, not by RLW ETG as a firm. Organization names and context are presented as appropriate.
M&A integration and value capture

Delivering $105M in savings through Lean Six Sigma-led integration.

$105MSavings from transition initiatives
$74M+Bottom-line growth from key projects
69Transition initiatives delivered

Situation

Bank of America and MBNA Card Services were integrating demand generation, pricing, product, partnerships, operations, and small-business credit cards across legacy organizations and operating practices.

Rod's role

Led a team of 10 Six Sigma experts, deployed Lean Six Sigma resources across business functions, and coordinated transition initiatives spanning product, marketing, pricing, and operations.

Approach

Lean Six Sigma deployment, cross-functional process optimization, leadership alignment, and capability building to accelerate integration value.

Mortgage operations transformation

Improving mortgage performance while reducing operational defects.

53%Improvement in loan closings
23%Reduction in inline audit defects
90%Associate adoption of key processes

Situation

A large mortgage operation needed to improve loan-closing performance and customer experience while reducing process defects and strengthening consistent operating practices.

Rod's role

Led strategic process improvement, developed and governed the Mortgage Experience Blueprint, aligned stakeholders, and implemented standardized processes and problem-resolution capabilities.

Approach

Process redesign, experience blueprint, governance, technology rationalization, and adoption management across multiple lines of business.

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