Designing and initiating a new shared services center

A fully integrated real estate company was considering a plan to build a shared services center to centralize front and back office functions to better serve tenants and property managers. Needing expertise and project management support to get various workstreams up and running before hiring…

An interim CFO during a search for a permanent hire

A global asset management company’s CFO was leaving, and the organization needed a strong, experienced interim leader to fill the gap while a search for a full-time hire was underway. Business Talent Group delivered an experienced CFO/CAO with roles at leading financial services companies to act as a hands-on financial consultant tackling the…

Marketing Transformation for FTSE 250 Trading Company

The Chief Marketing and Chief Product Officers at a FTSE 250 derivatives trading company were launching a transformation program to create a marketing function that could better support global strategies. They needed interim Heads of Marketing to drive the transformation project and lead the creation…

Interim Technology Transformation Leader

The head of innovation at a major American bank was implementing a new CRM as part of an aggressive roadmap to make the company’s technology more scalable and efficient. Yet his team lacked the technical experience to lead this important initiative, and the project had…

B2B Services Growth Strategy

The product team at a multi-billion dollar financial information company was too busy managing near-term growth to craft a long-term strategy for maintaining the success of a newly acquired business. Looking for a more efficient and economical solution than a traditional consulting firm could provide,…

Digital Product Launch

When most companies hire interim executives, they look for someone who has the same skills as the departing exec. But when the marketing team at a global financial services company turned to Business Talent Group for support during a key leader’s maternity leave, we recommended…

Voice of the Customer

A global financial services company was transforming the way it made decisions about product development and funding. The goal: to more tightly incorporate customer feedback into the process. The challenge? The team lacked the expertise to complete the transformation, and it was taking too long…

Entering an Adjacent Market

A financial services company needed to evaluate the feasibility of entering an adjacent market. Where were their strengths, and how could they be competitive across different geographies? More importantly, how could they set smart boundaries on what might otherwise be an almost infinitely complex research…

Customer Segmentation Analysis

The Director of Marketing at a cross-border payment provider was trying to refine business development strategy in the face of heightened competition. Which customers were most likely to respond to the company’s value proposition? How could he boost engagement in these segments? With a number…

IT Operating Model of the Future

The leadership team at a global financial services firm was concerned that the company’s IT model could not support its long-term needs. Cross-functional matrices added inefficiency, and made it harder to achieve consistency on issues like data center strategy and cloud technology. Hoping for an…

Piloting Process Improvements

After a series of acquisitions, it was time for a commercial bank to standardize its back-office loan processes. Knowing that his lean team would need additional support, the SVP of Process turned to Business Talent Group. The first process on the client’s agenda was small…

Putting a Big Strategy Into Action

Regulations added inefficiency to the most profitable products of a F500 Financial Service client’s public finance group. A Big Three consulting firm had diagnosed the most pressing issues. But the Head of Transformation was struggling to map those improvements onto their own operations. Business Talent…

Assessing Wealth Management Products

The SVP at a global financial services firm wanted to jumpstart growth in the wealth management space. Looking for a clearer view of the landscape for wealth management products and solutions—and which were most compatible with its current offerings—he turned to Business Talent Group. Our…

Direct-to-Consumer Marketing

The head of mutual funds at a Fortune 500 financial services company was developing a new Direct-to-Consumer business. However, without any digital marketing resources on his team, he was struggling to address key strategic questions. Would redesigning the website boost conversions? How could he attract…

Machine Learning Market Landscape

The VP of Strategy at a global financial information company was assessing opportunities in the promising but fast-moving field of Artificial Intelligence—in particular, Robotic Process Automation (RPA). Her group had already identified several potential applications. In order to prioritize future investments, however, they needed help…

Merchant Acceptance Strategy

The strategy group at a Fortune 500 payment processor was refreshing the company’s merchant acceptance strategy. Growing anxious about a looming end-of-year deadline, the VP of Strategy turned to Business Talent Group to extend his group’s capacity and bring a fresh perspective to the work…

Case Studies > Financial Services

Refine Results

Functions

Project Types

Tags

16 Case Studies Found:

Stay Connected