Strategic Planning for Global Investment Firm

A multi-billion dollar global investment, development, and management firm sought a highly effective and experienced partner to support its first long-term strategic planning effort.

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Five-Year Strategic Plan Development and Implementation

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.

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Market Strategy

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.

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Internal Operations Process Redesign

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.

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Post Merger Integration Playbook

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.

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Branding and Communications Strategy

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.

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