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Jordan Kuperschmid

Jordan Kuperschmid
Office:
New York, NY
Phone:
+1.908.347.5610
Contact:


Mr. Kuperschmid is a Managing Director in the Financial Services practice and leads the US Insurance team.  With 25 years of consulting experience, Mr. Kuperschmid assists Life Insurance, Annuities, and Retirement Services companies in the areas of operational and IT transformation. His areas of expertise include operational excellence, risk and control alignment, abandoned property reviews, service provider selection and management, change management and IT implementation.

As part of the firm-wide training committee, Mr. Kuperschmid helped launch the firm's Project Management Professional certification and Six Sigma training programs. Mr. Kuperschmid also serves on the firm’s Employee Engagement Committee.

Articles by Jordan Kuperschmid

Customer Retention

In the wake of the financial crisis, customer retention strategies have become a crucial factor in determining a business’s success. This article outlines different approaches that financial service providers can utilize to increase existing customer retention and acquisition strategies.

 Newsletter
Keys to Successful Operations and IT Transformations

In the April 2011 issue of Advantage, Navigant’s quarterly U.S. financial services newsletter, Navigant experts Jordan Kuperschmid and Rochelle Edens address ten key characteristics that are essential to successful large-scale transformations. Change management, the program charter and the appropriate governance can make or break your transformation.

 Newsletter
Advantage - Highlighting the Latest in US Financial Services Topics and Trends

The Summer 2011 issue of Advantage covers topics around mortgage servicing, investment management operations outsourcing and change management.

 Newsletter
Vendor Management: A Framework for Good Governance

In this Advantage Winter 2011 article, Jordan Kuperschmid addresses some of the key factors that are essential for establishing a framework for good governance when it comes to vendor management.

 Article / White Paper
Practical Considerations for Implementing a Luxury Expenditures Policy

Jordan Kuperschmid provides a roadmap for design and implementation of companywide policy for luxury expenses.

 Article / White Paper
Intense Regulatory Scrutiny of Insurers on the Handling of Abandoned Property

Navigant provides perspectives on the intense regulatory scruitiny of Insurers' Handling of Abandoned Property.

 Article / White Paper
Lessons Learned from TARP Recipients

Jordan Kuperschmid provides salient points from interviews with Senior Leaders in organizations that have participated in the TARP program.

 Link
Navigant Advantage: Financial Services Update on Trends in Outsourcing and Operational Excellence

Navigant's Autumn issue of Advantage highlights the hottest topics impacting our industry today.

 Newsletter
Best Practices for Vendor Management, IT Selection and the impact of Dodd-Frank on OTC Derivative Operations

Navigant's Winter issue of Advantage highlights the hottest topics impacting our industry today.

 Newsletter

Education

  • B.A. Economics, The Wharton School, University of Pennsylvania, Finance and Decision Sciences concentrations

Licenses

  • PMP
  • CLSSS (Certified Lean Six Sigma Sensei)

Industry Specialization

  • Financial Services
  • Insurance

Functional Expertise

  • Business Process Improvement
  • Risk Management and Internal Controls
  • Vendor Selection
  • Mergers, Acquisitions, Divestitures