The 2008/2009 recession and the current climate of escalating regulatory upheaval have created significant challenges for financial institutions. They need to develop strategies and tactics to manage risk, address new compliance regulations, boost investor and consumer confidence, accommodate demands for greater transparency, and offset weakened demand. Empowering and enabling performance through strategic learning and development programs is of great importance.

Partial Client List

Our growing roster of satisfied clients in this industry includes the following:

Deployment Scenario

A human performance consultant led a two-year project with a leading credit card issuer to convert regional offices to a team-based call center operation. The consultant was responsible for overseeing the reengineering of information technology capabilities, redesigning the work processes, and developing a change communication plan. At the project’s conclusion, the company had converted from regional offices to a call center operation. The company realized improved efficiencies and streamlined operations.

Visit the Knowledge Center for an overview of case studies across a range of industry sectors.