the challenge | Like many service organizations, our client—a global financial services company—had a lengthy "to do" list. In the face of industry consolidation and change, its people were struggling to absorb and integrate a series of major acquisitions and the product lines and distribution channels that came with them.  At the same time, in an effort to deliver on a strategic promise to "reinvent" their category, the institution was working to build a new marketing strategy organization.  On top of it all, the company needed to develop new opportunities while maintaining profitability in the short term.

more-> our approach and the results: