4 ways to help your salesforce excel
The great Wealth Transfer and several other shifts in the ultra-high and high net-worth client bases are just beginning to emerge. Amid these massive changes, many financial services firms are wondering what’s next for their organization and industry. The reality is that organizations must transform and perform or prepare to be left behind.So how can financial services organizations shift to this new way of working? It starts with your customer-facing employees. Your relationship managers are the critical force that will enable your organization to adjust to rapidly changing customer needs, provide next-level service, and spark digital transformation.So how do you transform your salesforce? Successfully navigating these uncharted waters requires four critical elements:
1. Strategic intent and alignment
It is critical to define your transformation as part of the strategy or align it to the strategy. This ensures that there is a clear line of sight around what each customer-facing employee is doing and how it contributes towards the business’ overall goals.To do so, inspire your people by defining the following:
- Alignment – understanding of the desired future state of the organization, why things must change, and how it will happen.
- Mindset – the belief that the shift is necessary, worthwhile, and beneficial for employees and the organization.
- Capabilities – the skills employees need to change the way they are working and move into the new way of working.
Alignment, mindset, and capabilities are essential for helping employees buy in to the transformation, internalize the shift, and bring it to life.
2. Business sponsored transformation
Every transformation should be sponsored by a business unit lead or a business unit executive. This ensures that the transformation is taken seriously by all stakeholders and can be kept top of mind as the business moves forward.Here’s how you can gain the critical buy-in necessary from the following groups:
- Executive team – responsible for delivering results within the organization. To gain buy-in, consider partnering with an executive sponsor to walk the executive team through the transformation.
- Human capital team – traditionally sponsors elements of the transformation. They focus on the quality of the journey, alignment to existing processes, and alignment to job profiles. To get buy-in from this group, consider including them as part of the scoping process or on the steering committee.
- Leadership team – the one group that must buy in to the transformation. These leaders need to feel that they are contributing to shaping the transformation and feel supported in navigating this journey. To do this, focus on two key elements: inclusion and support. Engage this group from the beginning of the journey and consider consulting them to determine the key performance indicators.
- Your people – the intended audience of the transformation and the largest internal group. If there is no-buy in at this level the transformation will fail. The key question to be answered for this group is simply “What is in it for me?” Leverage communication to gain buy-in from this group. Try drafting a structured internal communication plan that includes key-executives and sponsors as communicators.
Gaining buy-in is a fundamental part of your journey. Maintaining buy-in throughout the transformation is one of the toughest challenges that an organisation will face. Constant check-ins with each stakeholder group will ensure that you not only gain traction, but maintain it as the audience progresses through the journey.
3. Results measurement
To create impact, it is critical to align on which results should be measured as part of the transformation. The audience that will undergo the transformation must have an influence on these results, which creates a sense of ownership.Start by defining the metrics that matter most to executing your strategy. For example:
- Workshop elements (NPS, Facilitator score etc.)
- Impact on confidence
- Behaviour shift
- Business results
- Global awards
As you are designing your program, keep these in mind as they will help you measure and deliver ROI. Regardless of which metrics you choose, kick off the program with an assessment. This will provide you and the employees with a baseline understanding of their current state and enable you to compare their behavior at the start of the journey to the end.Throughout the program, build in opportunities for participants to track progress. One way to do this is by leveraging your CRM to set and measure progress on goals. This will not only provide your organization with deep data and insights on individual and organizational progress, but will also reinforce CRM use.After your program, conduct another assessment so that you can compare participants’ baseline against their current state to evaluate their progress.
4. Leader alignment
Transforming a salesforce requires that sales leaders and managers play a role in coaching and aligning the audience. This level of support creates an environment for the audience to excel as they navigate the transformation.Support from leadership is critical for the execution and application of new skills, behaviours, tools and processes. To ensure your customer-facing employees have the support needed to execute the transformation, set up opportunities for leaders to gain coaching skills.For example, integrate coaching into the program by setting coaching guidelines for each module of the learning journey. This will ensure that leaders are equipped to help their people embed the new tools and processes.
The world of relationship management in financial services is primed for disruption. Transform your sales organization before it’s too late by starting with your most critical driving force – your customer-facing employees. With strategic intent and alignment, sponsorship from the larger business, results measurement, and support from leaders, you’ll spark lasting change that will enable your organization to get and stay ahead.
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From top-down to judgment all around: The AI imperative for organizations
Each business revolution has reshaped not only how businesses operate, but how they organize themselves and empower their people. From the industrial age to the information era, and now into the age of artificial intelligence, technology has always brought with it a reconfiguration of authority, capability, and judgment.
In the 19th century, industrialization centralized work and knowledge. The factory system required hierarchical structures where strategy, information, and decision-making were concentrated at the top. Managers at the apex made tradeoffs for the greater good of the enterprise because they were the only ones with access to the full picture.
Then came the information economy. With it came the distribution of information and a need for more agile, team-based structures. Cross-functional collaboration and customer proximity became competitive necessities. Organizations flattened, experimented with matrix models, and pushed decision-making closer to where problems were being solved. What had once been the purview of a select few, judgment, strategic tradeoffs, and insight became expected competencies for managers and team leads across the enterprise.
Now, AI is changing the game again. But this time, it’s not just about access to data. It’s about access to intelligence.
Generative AI democratizes access not only to information, but to intelligent output. That shifts the burden for humans from producing insights to evaluating them. Judgment, which was long the domain of a few executives, must now become a baseline competency for the many across the organization.
But here’s the paradox: while AI extends our capacity for intelligence, discernment, the human ability to weigh context, values, and consequence, is still best left in the hands of human leaders. As organizations begin to automate early-career work, they may inadvertently erase the very pathways and opportunities by which judgment was built.
Why judgment matters more than ever
Deloitte’s 2023 Human Capital Trends survey found that 85% of leaders believe independent decision-making is more important than ever, but only 26% say they’re ready to support it. That shortfall threatens to neutralize the very productivity gains AI promises.
If employees can’t question, challenge, or contextualize AI’s output, then intelligent tools become dangerous shortcuts. The organization stalls, not from a lack of answers, but from a lack of sense-making.
What organizations must do
To stay competitive, organizations must shift from simply adopting AI to designing AI-aware ways of working:
- Build new learning paths for judgment development. As AI replaces easily systematized tasks, companies must replace lost learning experiences with mentorship, simulations, and intentional development planning.
- Design workflows that require human input. Treat AI as a co-pilot, not an autopilot. Embed review checkpoints and tradeoff discussions. Just as innovation processes have stage gates, so should AI analyses.
- Make judgment measurable. Assess and develop decision-making under ambiguity from entry-level roles onward. Research shows the best learning strategy for this is high-fidelity simulations.
- Start earlier. Leadership development must begin far earlier in career paths, because judgment, not just knowledge, is the new differentiator.
What’s emerging is not just a flatter hierarchy, but a more distributed sense of judgment responsibility. To thrive, organizations must prepare their people not to outthink AI, but to out-judge it.
BTS acquires Nexo to strengthen its position in Brazil and Latin America
P R E S S R E L E A S E
Stockholm, May 5, 2025
STOCKHOLM, SWEDEN – BTS Group AB (publ), a leading global consultancy specializing in strategy execution, change, and people development, has agreed to acquire Nexo Pesquisa e Consultoria Ltda., Nexo, a boutique consulting firm headquartered in São Paulo, Brazil.
Nexo has been growing continuously since it was founded in 2017. With revenues of approximately 12 million Brazilian Reales (approx. 2.1 million USD) in 2024, and a highly capable team of 21 members, Nexo has built a strong reputation for delivering transformative projects in strategy, innovation, leadership, and culture.
Nexo collaborates with a great portfolio of clients across sectors such as financial services, consumer goods, and technology, assisting both local and global companies in navigating uncertainty, unlocking creativity, and activating strategy through people. Their work encompasses culture transformation, leadership development, employer value proposition, innovation culture, and vision alignment – supported by proprietary methodologies and frameworks.
BTS currently operates in Brazil servicing both local and multinational clients with a team of 13 employees. By acquiring Nexo, BTS not only increases the Group’s footprint in Brazil but also adds significant capabilities in culture and transformation services. Nexo’s client base has limited overlap with BTS, creating strong growth potential and synergy opportunities.
“Nexo is known for helping leaders and organizations tackle some of the most complex, human-centered challenges with creativity, empathy, and strategic clarity and the Nexo team is loved by their clients,” says Philios Andreou, Deputy CEO of BTS Group and President of the Other Markets Unit. “Their products and services complement and elevate our existing offerings, especially in culture transformation, and we are thrilled to welcome the Nexo team to BTS.”
“We’re excited to join BTS. We’ve long admired BTS’s approach and unique portfolio to support large organizations and leaders in connecting strategy with culture across the organization,” says Andreas Auerbach, co founder of Nexo. “Becoming part of BTS, allows us to scale our impact and bring more value to our clients while staying true to our values and culture,” adds Mariana Lage Andrade, co-founder of Nexo.
Upon completion of the transaction, Nexo’s business and organization will merge with BTS Brazil. Nexo’s founders will assume senior management roles in the joint operation.
The acquisition includes a limited initial cash consideration. Additional purchase price considerations will be paid between 2026 and 2028, provided Nexo meets specific performance targets. A limited portion of any such additional purchase price considerations will be paid in newly issued BTS shares. The transaction is effective immediately.
BTS’s acquisition strategy continues to focus on broadening our service portfolio, expanding our geographic reach, and enhancing our capabilities to support future organic growth in a fragmented market.
For more information, please contact:
Philios Andreou
Deputy CEO
BTS Group AB
philios.andreou@bts.com
Michael Wallin
Head of investor relations
BTS Group AB
michael.wallin@bts.com
+46-8-587 070 02
+46-708-78 80 19
High-performing teaming
Work today is too complex for individuals to succeed in isolation. Almost every critical decision, innovation, or transformation depends on teams working effectively together. Leaders rely on their teams to deliver results. Teams, in turn, rely on their leaders to create the conditions where performance is possible. This exchange, what leaders need from their teams, and what teams need from their leaders, sits at the heart of what we call teaming.
When teaming is strong, leaders get what they need from their teams [creativity, resilience, execution] and teams get what they need from leaders [direction, support, and the conditions to thrive]. It’s how strategy becomes action, how uncertainty becomes opportunity, and how businesses stay competitive in a fast-changing world.