Five-Year Strategic Plan Development and Implementation

May 1, 2018 - The U.S. subsidiary of a multi-billion dollar EMEA-based bank recently appointed a CEO who sought to evaluate the division’s current position and develop a five-year strategic operating plan to re-energize the bank and drive growth.

Read More

Market Strategy

March 15, 2017 - In reconsidering its customer base, a Global 500 financial services company sought to understand the competitive landscape in wealth management for emerging market segments that had been previously underrepresented.

Read More

Internal Operations Process Redesign

January 13, 2017 - A leading retail bank, focused on private and business banking, was experiencing rapid growth and wanted to assess the efficiency of internal operations across two process-heavy functions: Deposit Services and Lending Services.

Read More

Post Merger Integration Playbook

September 15, 2016 - When a $2B diversified insurance holding company made an acquisition, they were in search of support for immediate post-acquisition integration as well as the development of an acquisition “playbook” to guide and support future acquisitions.

Read More

Branding and Communications Strategy

January 31, 2016 - A $100+B (assets) diversified financial services organization needed to improve its communications and branding to increase engagement and performance of its customer-facing financial advisors.

Read More