FINANCIAL SERVICES CASE STUDIES
Project:
Develop and implement an effective accelerated leadership development program
Business Results:
Implemented a new program from which 80% of graduates were ultimately promoted to more senior or broader roles
Project:
Limitations in employee training and accessing information to resolve client issues was causing client dissatisfaction and restricting growth
Business Results:
The establishment of a centralized problem resolution knowledge center (managing 40,000 calls, 1 million intranet page views, 75 webcasts and 750 email broadcasts) was able to minimize headcount growth and maximize productivity during a period of significant revenue increase
Project:
Retrain sales team to ensure compliance with profitability guidelines
Business Results:
After re-organizing and creating cross functional teams coupled with the deployment of a market drive profitability model, 100% of new sales followed the corporate profitability guidelines
Project:
Need to reduce high levels of turnover and reduce the staff required to launch new products
Business Results:
By making a few new strategic hires and engendering loyalty and commitment, turnover of talented product managers was reduced to zero while experiencing exceptional new performance levels. While new product launches doubles, incremental staff grew by only 50% as a result of the new training and development efforts.