Trium

Premier Financial Services Organization

Equipping leaders to build and drive a high-performance culture

Background

Our client is a premier U.S. financial protection and wealth management organization managing almost $600 billion in assets. Embarking on an initiative to consolidate holdings, senior executives had determined that leadership excellence — characterized by streamlined decision-making and appropriate risk-taking — would reinforce their competitive advantage and drive financial success over the next decade. However, an entrenched “command and control” culture had created a highly risk-averse environment, slowing decision-making and execution. Trium was asked to engineer and facilitate an organizational and behavioral change program that would recast and align their culture behind their business goals. Such a program would help them tackle these issues head-on, while fostering an environment of innovation and empowerment.

Trium's Role

Following extensive diagnostics, including interviews and focus groups, Trium customized an integrated leadership development experience targeting critical cultural and leadership issues. In groups of 20, Trium led the 220 senior leaders through a program of two-day offsites, followed by a 45-60 day period of practice and application to reinforce key concepts and tools.

The program included interactive dialogue and experiential activities on effective ways to:

Lead change amid uncertainty
Build and motivate teams, empower others and foster trust in relationships
Develop the mindsets and behaviors required to build a high-performance culture

Client Impact

The success of the “Results Through Leadership” program was phenomenal. Participants consistently rated the program as “exceeding expectations” while generating the enthusiasm, commitment and ownership required for immediate change. Leaders cited significant efficiency, productivity and morale improvements. Following program review, senior leaders decided to cascade the program to the next-level of leadership. In addition, Trium developed an extensive follow-up program for Phase One participants.