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Rapid Action Team Results

Improving New Investor Contracts with Rapid Action

Financial Services
New investors can be the lifeblood of regional banks. One Midwest organization was finding that their process for contracting with new investors was inefficient and often delayed, causing frustration and missed capital opportunity. Using Rapid Action, they reduced cycle times by 50% in just over one month.


The current timeline for executing all deliverables for a New Investor Contract was close to 180 days. Knowing this was double the industry standard (90 days), they knew something needed to be done to retain key clients.

Team Engagement Strategy

A frontline team of contract review specialists as well as administrative staff was tasked with cutting cycle times in half. They were up against the clock and needed support, so they leaned on Rapid Action, a toolkit designed specifically to help teams get results fast.

Rapid Action Project Charter

How can we streamline and standardize the New Investor Contract (MLPA) Review by the business partners in order to reduce overall cycle time from 180+ days to 90?

Sample Solutions Implemented

  1. Established a shared drive to reduce the number of emails sent back and forth and to make the information available to all parties involved.
  2. Created a business partner list to streamline the decision-making process as the right parties will now receive the right documents at the right time.
  3. Created a process flow chart to periodically review business partners and process maps to further streamline down the road.

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Rapid Action's powerful toolkit has helped hundreds of organizations achieve measurable results in less than 60 days while getting their team members engaged in long-term improvements. Download a Rapid Action Project Planner and see where you could be in 60 days!
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