Success Stories & Testimonials
Situation
A global Asset & Wealth Management leader required a new approach to deal with the challenge of digitization while eroding margins led to cost pressures. The Operations & IT heads were tasked to jointly define a new Operations & IT strategy that was both bold and realistic to implement.
Actions
- Created a compelling vision for a differentiated digital future
- Developed an achievable strategic roadmap with first results due within the first 9 months
- Special attention and coaching was used to balance stakeholder expectations
Results
Succeeded in enabling Operations & IT heads to win sufficient funding (€100m+) for year 1 and to begin execution promptly.
Gained senior stakeholder buy-in for the project portfolio & roadmap which outlined a 3-year program that had been developed with digital deep-dives on client interaction.
For more on our services and approach, check our Services page →
Do you want to find out more about what transition or transformation coaching can do for you?
Situation:
A global universal bank was merging it’s Investment & Private Banking Operations to deliver major savings targets without a new leader in place.
Actions:
- Conducted rapid as-is budget & headcount analysis/mapped to top-down savings targets
- Defined detailed transition with Year 1 & 2 cost savings
- Designed new operating model including identifying future leadership
Results:
Delivered a 20% reduction in global headcount over 18 months with no significant operational errors.
Coached the leader of Operations in building a strong and diverse team that delivered on the targets while delivering a future-proof operating model.
For more on our services and approach, check our Services page →
Situation:
An Investment Bank (IB) wanted to carve out an IB trading desk into a newly established Hedge Fund (HF). Senior Executives of IB and HF were expected to take in client money quickly. For the IB transformation leader, this was the largest and most complex program he had been responsible for.
Actions:
- Designed the program to run this complex global initiative across four continents & 1000+ people
- Built working setup with Hedge Fund Administrator; designed, tested & executed asset migration on a tight timescale
- Coordinated process design, system changes & interactions between IB & HF post-carve-out
Results:
Succeeded in ensuring HF went live, migrated US$3bn over a weekend & with first client money accepted within 90 days thereafter.
Coached transformation leader in managing high expectations of the senior Executive team of the HF.
For more on our services and approach, check our Services page →
Do you want to find out more about what transition or transformation coaching can do for you?
Testimonials
Are you a large Financial Services Corporation looking to support your senior leaders and Executives?
We offer luncheon workshops on “Key Transformational Success Strategies”. If you wish to discuss hosting a luncheon for your company, please schedule a call to discuss.