Industries

Banking

Banks, Financial Service Institutions

As the financial industry transforms through globalization, technological disruption, and regulatory scrutiny, leading consumer, wealth management, and investment banks recognize that successful strategy execution is critical. BTS can help your firm gain crucial financial and business acumen, expand its risk management capabilities, and rally the organization towards success.

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Client stories

Leading financial service company invests in its executive leadership

BTS partnered with senior executives at this leading financial services company to build a deep understanding of the organization’s strategic objectives and leadership expectations.

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Client stories

Scaling an agile mindset at a leading financial services provider

A leading Netherlands-based financial services organization aligned its top 5,500 leaders to a new agile strategy in three days by leveraging moments-based leadership simulations and Pulse technology to cascade the strategy to all leaders.

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Client Stories

The power of digital training and leader-led follow-up

A leading financial services company needed to train 900 branch managers on foundational leadership skills, such as – setting goals and holding people accountable, providing corrective feedback and improving morale. The company’s goal was to boost productivity and reduce costly employee attrition.

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Client stories

Accelerating leadership alignment

A multinational financial services corporation needed to ensure 40,000 of its leaders were engaged and aligned on leadership principles and ethical imperatives. Starting with a 2.5- hour virtual classroom event for its first 15,000 leaders, the firm recognized the need to accelerate the rollout to meet its timing objectives.

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The uncommon sense of MESSY leadership

Extraordinary leadership in challenging times. And why this may be just what we need for the future.

Leveraging research from interviews with more than 40 of the world’s most senior leaders accountable for leadership learning to explore how the events of 2020, we reveal the most remarkable shifts leaders are making in response to the challenges of current times. These shifts are the key to success for the future of leadership in what’s certain to be unpredictable and fast-changing times.

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Services

Strategy execution & business transformation

A great strategy is worthless if it isn’t well executed. BTS equips and enables your leaders to drive the transformational change needed to bring your strategy to life and deliver incredible results at scale.

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Services

Leader readiness & development

Today’s leaders must be transformational. BTS has the innovative tools and frameworks needed to help leaders practice and understand how to embrace change, take smart risks, meet employees where they are, and unlock the full potential of their teams.

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Services

Go to market

Your sales, marketing, product, and service teams face multiple challenges and fragmented markets. BTS can help you connect and engage with your customers, accelerate customer decision-making and drive better business results.

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Services

Talent acquisition & succession

Real-world experiences drive real-world results.

We believe context matters. Our assessments are about leading your business, not any business, and mirror the dynamics of your business and culture.

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There are extraordinary forces at play across the financial markets. Every day my team and I look for solutions that will help our clients succeed. Clients describe how they are coping with unprecedented change and increasing complexity. It’s a host of issues and opportunities ranging from how to adopt advances in technology or innovations that will drive solutions in new markets to the evolving impact of global regulatory reform and the changes necessary to meet new standards of compliance and good governance. Our goal is to help them achieve success. We leverage our expertise to guide them through this sea change, while remaining focused on their larger investment strategy.

Bruce Miller

Executive Vice President, Platinum Client Group, BNY Mellon

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