Global Transformation Stories
Success Stories with Two Global Leaders
Operational excellence is a universal language but expressing it inside highly regulated, high-stakes environments such as asset management and global insurance requires a rare combination of method, strategic insight, and people-centered transformation.
Lean In Finance has collaborated with two of the world’s leading institutions Amundi, Europe’s largest asset manager, and Chubb, the world’s largest publicly traded commercial insurance company helping them strengthen performance, accelerate innovation, and build next-generation operational capabilities.
Leading the Future of Investment Solutions
As Europe’s n.1 asset manager, Amundi operates in an environment where precision, risk control, digitalization and customer trust are essential.
Managing millions of transactions, investment strategies and regulatory obligations every day requires:
- robust operational resilience,
- data-driven processes,
- flawless end-to-end execution, and a culture capable of continuous learning.
Lean In Finance has supported Amundi including through DFSS programs, Lean Six Sigma capability building and innovation-driven improvement to strengthen:
- the design of new services and investment solutions,
- operational stability in high-volume environments,
- customer-centric value creation,
and the capability of teams to lead change through method and intelligence.
With leaders such as Teresa Sbano, Global Head of Blue Belt Academy, Amundi is redefining what excellence looks like in modern asset management: a model where method + innovation + people create long-term competitive advantage.
Excellence at Global Scale
As the n.1 insurance company in the world for corporate and commercial insurance, Chubb handles vast portfolios, complex underwriting operations and a global reputation built on reliability and expertise.
Lean In Finance has partnered with Chubb across:
- underwriting operations,
- customer service excellence,
- claims and back-office redesign,
- process digitalization,
- transformation leadership,
and advanced Lean Six Sigma capability building.
