Illuminated the Path to a More Innovative Culture at a National Financial Services Firm

Situation When an established financial services company conducted a strategic business assessment, they identified innovation as one of four competencies critical to their continued success. And while the company had roots in revolutionary thinking, the large size of the business and many layers of the organization had dampened its innovative spirit. So, with a commitment […]

Created a Go-to-market Playbook for New Products at a Major Financial Services Firm

Situation A rapidly growing financial services firm was releasing several new products and services each year to a large base of clients. As the number and complexity of product releases continued to rise, the firm realized it needed to design a standard and structured approach for bringing products and services to market. They turned to […]