Case Study

Aligning Leadership at a Midwest Bank


A Midwest bank, managing $500 million to $1.5 billion in assets, aspired to unify its regional leaders and develop a comprehensive strategy. The lack of a cohesive approach prompted a new plan for achieving alignment and creating measurable objectives across all branches to ensure collective success.

The Story

This prominent Midwest bank caters to the needs of a wide range of clients including farmers, families, and businesses. Its offerings merge the broad solutions typical of major banks with the nuanced, client-focused decision-making representative of hometown banking. Diligently working to be the financial services provider of choice, this Midwest bank nurtures growth and prosperity within the communities it proudly serves.

The Challenge

Leadership initially desired a strategy that included viewpoints from each regional president, but they faced a fragmented approach. The bank later engaged Bâton Global (B|G) to develop an enterprise strategy, unit-level strategies, and balanced scorecards for over 50 staff members across various regions.

The Choice

B|G facilitated workshops, interviews, and analyses to identify challenges, shape strategies, and ensure widespread understanding and implementation. This collaborative effort resulted in a unified and articulated strategy that empowered regional branches and reinforced the bank's role in supporting financial stability across the community.

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