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Interim Strategy and Transformation Leader for Growth in Retail Banking

Author Summer Foote

A large financial services organization was looking to expand its retail banking arm and needed help creating a common vision and alignment across the retail business. Company leaders reached out to Business Talent Group (BTG), looking for an interim strategy and transformation leader to drive a customer-centric and segment-tailored approach to maximizing opportunities within their markets. Key responsibilities of the interim leader’s role included:

  • Driving effective transformation alignment around a cohesive strategic vision
  • Evaluating and organizing the transformation effort for effective prioritization and execution
  • Ascertaining effective scope description and metrics
  • Implementing an agile work structure
  • Supporting talent assessment and hiring to eliminate talent gaps

BTG provided a transformational enterprise technology leader with deep B2B SaaS experience and a proven record delivering sales leadership, product enhancements, and client services for large financial institutions.​ The interim leader focused on developing segment journey experience strategies to grow those segments and drive customer satisfaction and loyalty. He created a customer experience improvement plan and coordinated onboarding of retail colleagues on the effective use of CX principles, ensuring consistent application across the business.