Our service includes proven approaches to help identify compliance gaps and opportunities. We also offer a suite of quality products that will help you get there quickly and smoothly. That’s how we ensure your success.
In 2020, Disclosure-related fines continued to wreak havoc on the Financial Services Industry:
In 2015, The Pew Charitable Trusts made a clear case for benefits of Uniform Account Disclosures.
Our Successes – More to come.
Brent Bahnub, Founder and CEO of Apogee Process Improvement
Prior to founding Apogee PI, Brent was a Managing Director and Control Officer Executive at JPMorgan Chase (JPMC), supporting two lines of business – Consumer and Community Banking, and Asset & Wealth Management. He led a multi-disciplinary Center of Excellence which identified and created regulatory-required content for all customer-facing communications. Previously, Brent led an internal consulting team, developing fact-based insights and recommendations to improve controls, reduce costs, increase customer satisfaction, and increase revenue.
Before joining JPMC, Brent was the Director of Business Intelligence at First Niagara Bank and held various leadership positions at National City Bank, including Group Manager for Corporate Banking Deposit Products, Non-Earning Assets Senior Leader, and CFO of Operations and Information Services. He has more than 25 years of financial services industry and consulting experience.
His book, “Activity-Based Management for Financial Institutions: Driving Bottom Line Results” is part of the SAS Business Series and focuses on driving change through information use. In addition to his patent pending with JPMC, Brent co-authored four patents during his tenure with IBM.
Brent earned his MBA from Columbia Business School and his B.S. in Electrical Engineering from the University of Wisconsin. Brent serves as a Board Trustee for the Mid-Ohio Food Collective. Previously, he served as a Board Trustee and Chairperson of the Community Board for the Center of Science and Industry (COSI). Within JPMC, Brent was the Executive Sponsor for a multi-year effort with the LeBron James Family Foundation. Additionally, he was the Executive Sponsor for JPMC’s peloton, raising nearly $1MM to fight cancer.
Our approach is designed to empower your team and outfit them with the tools they need to succeed. Talk to us today about how we can improve your customers' experience, reduce your regulatory risk, and improve employee productivity.