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Work Experiences

Rebranding a Company
Coming out of the housing crisis, a top financial services company faced significant market, credit and operational challenges. To remain competitive, executive leaders commissioned a Rebranding Program to replace old company logos and cluttered collateral with clean, modern content. Over the next 16 months, the company rebranded its largest business unit as well as all corporate services. Hundreds of internal and external customer touchpoints required some type of change including customer websites, call centers, POS systems, legal documents, servicing records, 3rd party suppliers and more.
Client: Large financial services company
Industry: Financial Services, Consumer & Commercial Auto
Services: Marketing, Customer Strategy, Operations, Technology, Program Management
Solution: Provided project management, business analysis and implementation services. Helped manage three business verticals and 14 separate work streams across multiple countries and languages to deliver the new brand promise.
Converting Trust VIP's
When a major trust accounting solution provider decided to sunset the platform, a top 20 U.S. bank had to convert individual and institutional trust accounts to a new solution - a significant business risk to more than 60,000 accounts and the millions of assets under care.
Client: Large financial services company
Industry: Financial Services, Retirement
Services: Data, Reporting, Front Office, Operations, Technology, 3rd Party Vendors
Solution: Scope, plan, design and deliver a new trust solution to both individual and institutional clients.
Scaling a Co-Brand Card Business
A top marketing, loyalty and card services company experienced rapid growth from 2002-2010. However, proprietary technology, processes and tools constrained the business from growing further.
Client: Midsize loyalty and financial services company
Industry: Retail, Travel, Marketing, Financial Services
Services: Strategy, Business Architecture
Solution: The project team analyzed the client's capabilities across HR, operations and IT and delivered a comprehensive, tailored Playbook to scale the business.
Reimagining Business Intelligence
A top wealth, retirement and asset management company lacked the right, timely information to effectively and efficiently manage the business.
Client: Large financial services company
Industry: Financial Services, Retirement, Wealth Management
Services: Client Strategy, Technology, 3rd party Vendors
Solution: Over 12 weeks, the team analyzed the business intelligence capabilities and delivery model supporting 15,000 institutions and more than 3.5 million clients. The resulting change roadmap helped sequence and prioritize future technology investments for greatest impact.
Refreshing Mission & Core Values
A national Presbyterian conference center aimed to refresh its mission, core values and vision to ensure relevancy, purpose and calling. The resulting work helped serve as a key input to future strategic objectives addressing worship, program, facilities, technology and staffing needs.
Client: Non-profit religious conference center
Industry: Hospitality, Christian/Youth Ministries
Services: Strategy, Process Improvement, Operational Effectiveness
Solution: Utilizing strategic frameworks, methods and tools, the team developed a new mission statement and refreshed the institutional core values over a 12 month journey.