top of page

Case Study: Financial Services Firm – Leading With Engagement


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financial institution was losing market share to fintech competitors due to a slow decision-making process and outdated customer experience.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.

 
 
 

Comments


If you are interested in having Ally speak at an upcoming event or would like more information about Ally's Programs please book a call.

CC Guide QR Code (2).png

Scan here to download your Courageous Conversation Guide

Trending Posts
phone2.png
bottom of page