Case Studies

Project Summary

Problem to be Solved

Approach and Results 

Strategy Execution for European Insurance Carrier

Client needed support to pivot the business to grow in higher margin areas

Supported executive team to launch transformation effort, with workstreams touching underwriting, sales, human resources and non-personnel cost reductions.   Guided client on change management and communication to ensure successful transformation.   Structured and kicked off project management office, work stream leaders and overall program governance.  Built multi-year roadmap and transformation scorecard.  Resulted in 15% cost reduction and increased growth in targeted areas. 

Growth Strategy for Regional Bank 

Goal was to identify long-term organic growth options, taking advantage of long-term trends

Working with senior executive team, identified core enterprise strengths and weaknesses.  Mapped out long-term macro trends inclusive of social, economic, geo-political and competitive factors.  Drove top-down assessment of potential opportunities winnowing list from 20 to 5 using customized strategic filter.   Developed business cases for top 5 new business ideas and ultimately launched two businesses with highest potential.   

Cost Reduction for Global Financial Data Provider

Client needs to reduce costs that had expanded amidst higher growth period

Partnering with the executive leadership team, the project team helped to drive an operating model transformation and cost reduction.  Workstreams included GenAI productivity enhancements, spans & layers assessment,  offshoring and sales effectiveness.   Internal and external benchmarking provided insights for appropriate target setting.   Facilitated workshops with key leaders to prioritized opportunities to hit goals.   Identified 12% cost reduction.  

Transformation for Leading Insurance Company

Company needed to adapt their entire business system to compete in a more digital world

Led a large project team across 10 different workstreams to substantially lower costs and increase digital capabilities.  Workstreams included physical location consolidation, consolidation of technology systems, product portfolio streamlining, and .   The effort also included change management and communication planning to thousands of impacted employees.   Resulted in 10% cost reduction and streamlined organization.   

Go-to-Market Strategy for Global FinTech Company

Lacking growth in high potential market segment 

Prioritized customer sub-segments through developing customer needs map and aligning with company capabilities.   Researched competitor offerings.  Crafted key tenants of customer value proposition and relevant use cases for the targeted buyer profiles.   Authored overall B2B sales pitch given understanding of client needs and priorities.  Resulted in  sales funnel growth of 15%.

Growth Strategy for Wealth Management Firm

Client was looking to evaluate the expansion of their current offerings, both to meet customer needs and better attract top-level talent

Partnering with client executives,  assessed internal capabilities, advisor demand, and external competitor offerings to determine the priority product areas for expansion. The team leveraged interviews, a large-scale advisor survey and comparative analytics to identify products to add. Then, the team scoped partnership options, with a tailored assessment screen. For prioritized options, the team then built out product creation and launch option costs and developed an implementation roadmap for the Board.