Financial Services Resources

The Chief Marketing and Chief Product Officers at a FTSE 250 derivatives trading company were launching a transformation program to create a marketing function that could better support global...

The head of innovation at a major American bank was implementing a new CRM as part of an aggressive roadmap to make the company’s technology more scalable and efficient. Yet his team lacked the...

A leading diversified bank had a goal of growing its annual mortgage business from $2B to $10B. The corporate strategy team was tasked with executing a mortgage origination strategy workplan to...

A large financial services organization was looking to expand its retail banking arm and needed help creating a common vision and alignment across the retail business. Company leaders reached out...

BTG Chief Knowledge and Innovation Officer Sandra Pinnavaia joins us to discuss a few of the biggest leadership and resourcing trends shaping organizations today.

A global financial services company was expanding its HR team and already in the process of hiring a head of total rewards when the company’s head of compensation and benefits resigned...

Senior IT consultant, executive, and blockchain expert Peter Wokwicz joins us to discuss a few of the biggest trends in enterprise blockchain, cryptocurrency, and decentralized finance.

A fully integrated real estate company was considering a plan to build a shared services center to centralize front and back office functions to better serve tenants and property managers. Needing...

Remote work has suddenly become the new normal for independent consultants. Here are the types of work best suited for remote consulting jobs.

A global asset management company’s CFO was leaving, and the organization needed a strong, experienced interim leader to fill the gap while a search for a full-time hire was underway.   Business...

Abhijoy Gandhi discusses how financial services companies can redefine value, address digital disruption, and focus on customers, not products.

Blockchain doesn’t generate the breathless headlines that it did before the Crypto market’s 2018 pullback. Yet while market hype has slowed, blockchain has become an essential tool for...

From acquisitions to project management, agility is everything in tech. Yet, too often, a company’s ability to innovate is constrained by drawn-out hiring processes, competition for top talent,...

The financial services sector is undergoing rapid transformation. Yet only about 7% of financial-services CEOs in the U.S. and Europe say their firms are very prepared to make the innovations they...