Top Bank (name confidential) seeking to regain their market share, deeper focus on outcomes, executive team alignment, and creating more strategic leaders.
Financial market continues to be disrupted, especially for global players. Post-COVID regulations, increased government controls, increasing customer expectations, all while competing with global competitors and fintech startups – it’s a brave new world out there.
So how does a seasoned and highly-regulated business compete in this market? How can any business provide aggressive product / service offerings while regulations are getting more strict, labour costs increase, and facing significant technical dept from legacy systems.
In this case, we were a part of a much bigger set of modernization programs taking place through the bank, with many professionals and coaches involved. One part of our engagement included executive advisory and coaching (VP/EVP level). Another part of the engagement included hands-on assistance with a specific Segment to drive their business and customer outcomes, primarily through evolving their ways of working and filling temporary executive gaps.
Context
- North American focus
- Impacting $Billions of annual revenue
- Focus on ~20 VP/EVP
- Engaging ~50 leaders Director+
Outcomes
- Increased annual business and customer outcomes (% confidential)
- Reduction in costs via evolved ways of working (% confidential)
- More strategic leaders driving a stronger business strategy
Services
- Executive Advisory services
- Leadership training and coaching
- Lead annual OKR planning
- Filling temporary executive gaps
Better Outcomes Today 
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