Case Study

Creating a Culture of Engagement


A Fortune 500 financial services company aimed to unify the enterprise for growth and efficiency after a leadership transition.

The Story

This financial services firm in the heart of the Midwest is committed to delivering financial dignity to its clients. Guided by its principles of excellence, it is dedicated to fostering opportunity and innovation to meet the ever-changing needs and goals of retirement.

The Challenge

New leadership sought comprehensive strategies for the entire enterprise and individual departments. They aimed to instill a transformational leadership culture while enhancing operational efficiency and revenue growth.

The Choice

Partnering with Bâton Global (B|G), the firm engaged in identifying challenges and industry influences. They collaboratively formulated high-level enterprise and department strategies, resulting in a refined strategic management system. This initiative fostered a transformative culture and steered the firm towards its goals by introducing client-centric offerings and replacing core systems that enable routine strategy tracking.

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