Case Studies

Project Summary

Problem to be Solved

Approach and Results

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.

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 substantial cost reduction and streamlined organization.

Enterprise Cross-Sell Strategy for Multi-line Financial Services Company

Goal was to identify priority products and marketing efforts to grow sales and deepen customer relationships

Drove the enterprise cross-sell strategy prioritizing and optimizing the intersections of the direct-to-consumer and agent-based businesses, which included banking, investments, P&C insurance, and life / annuities. Leveraged top-down analytics to size the potential intersections across direct and indirect sales channels, and fielded survey with customer population to quantify awareness and willingness to purchase. Effort resulted in targeted marketing campaigns supporting priority products / customers

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