Case Study

Creating a Culture of Engagement


Fortune 500 financial services company with $60 billion in assets under management.

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

When the founding CEO retired, new leadership wanted to mobilize the entire enterprise to grow revenue and improve efficiency. he main objectives of the engagement included the development of an enterprise-wide strategy as well as the crafting of fully aligned individual departmental strategies.

The Choice

The response

Bâton Global (B|G) partnered with leadership to develop enterprise and department strategies, and implemented a system to measure progress and update the strategy.

The Results

The work completed by B|G and the organization resulted in more efficient management systems and a culture of transformational leadership across the company. Measures of success were also clearly defined by leadership and articulated to members of each department.

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