consolidation and refreshing of our vision and mission

The Freddie

An established financial services company with 50FTE, £50M turnover, robust operations and steady growth year on year 

"Among other things, Kath left three valued legacies. First, a consolidation and refreshing of our vision and mission, which has proven highly beneficial to staff and customer engagement as well as shaping internal decision making. Second, Kath implemented a robust strategy and Balanced Scorecard process that has brought focus across our departments. Finally, she designed and delivered 360 reviews, leadership development, project management and a completely new audit and risk programme. We are more effective as a result of her influence."

Mike - CEO

Where we started...

Who - An established financial services company with 50FTE, £50M turnover, robust operations and steady growth year on year 

What - A sense that a critical point had been reached - a significant shift was required in response to innovation across FinTech 

Externally - A historically transactional company was not a talking point, brand penetration was low across younger markets 

Internally - A company never lacking in ideas, but lacking in delivery discipline and outcomes, reactive and firefighting. A proportion of staff stuck in silos and incongruent with new management drive.

What we did...

  • A radical refresh of vision and mission using a rich picture tool
  • Precipitating into a refocus of marketing content and integrated into internal decisions
  • Quarterly strategy days and introduction of a Balance Scorecard
  • Programme and project management process including accountabilities
  • Risk management framework - with ownership pushed to the frontline
  • Collaborative cascades and monthly town halls with staff
  • People development including 360 reviews and leadership development

What happened...

  • An increase in brand awareness and engagement amongst a younger demographic
  • A new focus towards face to face events increasing existing customer interaction and loyalty
  • A relocation to a more vibrant and prestigious location accessing a stronger talent pool
  • A shift in culture from command and control to high performance and accountability
  • An increase in turnover to £60M