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.
At a financial institution with more than $1T in assets, Apogee rationalized and established traceability of hundreds of Disclosures for the most problematic laws, regulations and rules in the US. These laws, regulations and rules were the source of 98% of Disclosure complaints, resulting in millions of dollars wasted in investigation and remediation. The senior executive sponsor called the project the most successful ever at this bank.
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 rationalized and established traceability for Disclosures on 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. Brent co-authored five patents during his career.
Brent earned his MBA from Columbia Business School and his B.S. in Electrical Engineering from the University of Wisconsin. Brent serves the Vice Chair of the largest Make-a-Wish chapter in the US. Formerly, Brent was the Executive Sponsor for a multi-year effort with the LeBron James Family Foundation. Additionally, he was the Executive Sponsor of two cycling teams (pelotons), raising more than $1MM to fight cancer.