Case Study: Financial Services Firm – Leading With Engagement
- payton102
- Apr 25
- 1 min read
Industry: Wealth Management | Offices: 42 | Clients: 120,000
Challenge:
An Australian financial institution was losing market share to fintech competitors due to a slow decision-making process and outdated customer experience. Despite a strong strategy, execution gaps led to missed opportunities and internal inefficiencies.
Staff were disengaged, burnout was rising, and client relationships were beginning to suffer. Leadership had a clear strategy—but employees didn’t feel it mattered to them.
Solution – BLAZE in Action:
Breakthrough Vision: Recast company mission as “wealth with wellbeing.”
Leadership Leverage: Executive coaching and communications bootcamp for people leaders.
Action Alignment: Every business unit had its own strategy map aligned to the firm’s core pillars.
Zone of Genius: Client-facing staff helped design experience improvements.
Execution Excellence: Quarterly leadership rhythms supported data-driven decision making.
Real-World ROI:
Engagement rose by 45%, according to internal Gallup benchmarking.
Client retention improved by 19%, saving millions in churn recovery costs.
Internal promotions increased by 23%, demonstrating cultural buy-in.
Takeaway:
An aligned, inspired team is your greatest asset in executing strategy at scale.
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