Getting back on track in challenging times with a fin-tech PortCo
We partnered with this leading entity in the financial technology sector to develop their executive team to deliver on their Value Creation Plan (VCP) as they faced into potentially derailing factors of operational complexity, new leaders including a new CEO, and a lack of team cohesion.
With a robust presence across multiple regions, our client had firmly established themselves as an industry leader, offering a diverse product portfolio to meet the intricate needs of its customers. However, they were still facing numerous challenges that needed to be addressed to realise their potential.
The crux of our commission was to work with the executive team and build the trust, cohesion and alignment needed to get back on course to deliver on their VCP and help the new leaders integrate quickly for maximum effectiveness.
Focus
To help this team build alignment and accelerate their path to high performance, we focused on establishing strong relationships, trust, and honest communications. We supported them in making clear commitments to performance expectations and holding one another accountable. Central to our approach was developing their collective leadership and strengthening their ability to collaborate across functions to drive execution.
Action
Our work with the executive team included:
- Individual diagnostics to establish their motivations and the dynamics of the team.
- Quarterly workshops.
- Check ins with participants between sessions to assess impact and adjust our focus based on evolving needs.
Crucially, we worked with the team in real time on live business challenges, adapting sessions on the spot to learn from a crisis and collectively make sense of the decisions and actions taken. We also supported them through the delivery of a complex systems upgrade, which was directly linked to improved revenue outcomes.
Impact
The impact was assessed through various methods, including team feedback on progress and challenges, formal reviews with CEOs and key stakeholders, and quantitative impact assessments.
Some of the impact of our work includes:
- Transformed a chaotic, siloed culture into an energised leadership collective – simplifying priorities and executing the fundamentals with focus.
- Helped the team successfully lead an organisation-wide platform migration and drive revenue capture.
- Elevated leadership maturity, enabling the team to recognise misalignment early and engage in the tough conversations needed for meaningful change.
-
Enabled new leaders to hit the ground running through timely interventions that fostered trust, cohesion, and immediate alignment.
