Will Financial services deliverables need to be tested and, if so, by whom? Does Financial services create potential expectations in other areas that need to be recognized and considered? At what point will vulnerability assessments be performed once Financial services is put into production (e.g., ongoing Risk Management after implementation)? How important is Financial services to the user organizations mission? Are we Assessing Financial services and Risk?

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role... In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

For more than twenty years, The Art of Service's Self-Assessments empower people who can do just that - whether their title is marketer, entrepreneur, manager, salesperson, consultant, business process manager, executive assistant, IT Manager, CxO etc... - they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better.

This book is for managers, advisors, consultants, specialists, professionals and anyone interested in Financial services assessment.

All the tools you need to an in-depth Financial services Self-Assessment. Featuring 691 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Financial services improvements can be made.

In using the questions you will be better able to:

- diagnose Financial services projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

- implement evidence-based best practice strategies aligned with overall goals

- integrate recent advances in Financial services and process design strategies into practice according to best practice guidelines

Using a Self-Assessment tool known as the Financial services Scorecard, you will develop a clear picture of which Financial services areas need attention.

Included with your purchase of the book is the Financial services Self-Assessment downloadable resource, which contains all questions and Self-Assessment areas of this book in a ready to use Excel dashboard, including the self-assessment, graphic insights, and project planning automation - all with examples to get you started with the assessment right away. Access instructions can be found in the book.

You are free to use the Self-Assessment contents in your presentations and materials for customers without asking us - we are here to help.