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 to Business Talent Group (BTG), looking for an interim strategy and transformation leader to drive a customer-centric and segment-tailored approach to maximizing opportunities within their markets. Key responsibilities of the interim leader’s role included:
- Driving effective transformation alignment around a cohesive strategic vision
- Evaluating and organizing the transformation effort for effective prioritization and execution
- Ascertaining effective scope description and metrics
- Implementing an agile work structure
- Supporting talent assessment and hiring to eliminate talent gaps
BTG provided a transformational enterprise technology leader with deep B2B SaaS experience and a proven record delivering sales leadership, product enhancements, and client services for large financial institutions.​ The interim leader focused on developing segment journey experience strategies to grow those segments and drive customer satisfaction and loyalty. He created a customer experience improvement plan and coordinated onboarding of retail colleagues on the effective use of CX principles, ensuring consistent application across the business.
