Financial Institution Strategy

In our increasingly digital world, financial institutions (FIs) can no longer hold on to traditional ways of interacting with consumers. With Millennials and Gen Z representing a growing percentage of the market, FIs must adapt to the preferences and demands of these generations if they want to stay relevant (and stay in business). Our research takes a deep dive into how our changing world is shaping the strategic focus of today’s successful financial brands.

Alignment

Company culture is finally being acknowledged for its key role in creating a competitive advantage for brands everywhere…but many organizations have a difficult time harnessing it. For financial institutions, a successful culture features alignment to a core purpose and set of values from the teller line, all the way up to the CEO. Our research explores how to create and foster this alignment within organizations.

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Branch of the Future

We analyze data to develop insight that reveals what the “branch of the future” should be for your consumers and employees. We delve into how automation and mobile banking are bringing more meaning to interactions between FI employees and consumers, and help you discover how you can leverage this trend to help your brand succeed.

Workplace Strategy

Our research explores workplace trends to discover how new ways of working—remote work, open offices, and more—are impacting employee satisfaction and productivity. We aim to discover the implications of our changing world on the way we work and help you learn how you can leverage these trends to improve results in your business.