FINANCIAL SERVICES FIRM
This company was a regional bank that provided traditional banking and financial services products to its clients.
To Optimize Their
Management Plan To
We then created the bank’s future state by creating a vision, strategic outcomes, and goals.
Next we developed over 70 recommendations to close the gap between their current and future state. Given the magnitude of change we developed a transformation and change management plan for them to implement.
- Vision, Strategic Outcomes and Goals
- Transformation Plan
- Change Management Workshop
- Change Management Plan
- Management Reporting Best Practices
- Operating Model Assessment Including – HR, Technology, Processes, Metrics, Capabilities, and Organization