As in-person banking was losing trafﬁc, a ﬁnancial services ﬁrm had to close some brick-and-mortar branches. Rather than lose strong talent with a good cultural ﬁt, the goal was to retain those impacted by branch closures in a different capacity.
A global financial services firm sought to implement an industry-leading technology platform to address competitive and operational pressures.
An investment trust acquired a firm with drastically different operations and capabilities, and needed to quickly integrate the company into their organizational structure and culture.
A leading financial services firm sought an innovative new approach to develop strategic thinking in their global high-potential leaders.