← Case studiesFinancial services

    Global Investment Company

    Risk & Compliance Leadership Programme

    Bringing two merged risk and compliance teams into one collaborative leadership group.

    One team

    Two merged departments working to a shared collaboration and accountability model.

    Faster through the curve

    Leaders moved more quickly from post-acquisition friction to performing.

    Leader awareness

    Leaders recognised how their own behaviour shapes their team's behaviour.

    The company

    A firm helping customers plan, save and invest for their future, sold to another business in 2018 and again in 2021 to unify the brand.

    The problem

    The Risk & Compliance Director wanted a more collegiate way of working across newly merged teams. Surveys showed cultures clashing post-acquisition, politics rising and an unhealthy atmosphere across the department.

    The requirement

    What the client needed.

    Design a half-day session as part of a strategic off-site to bring the leadership team together, explore a specific collaboration and accountability model, and apply it through realistic scenarios.

    01

    Collaboration & accountability model

    Introduce the model, deepen understanding through coaching and apply it to real situations.

    02

    Change of mindset

    Raise awareness of post-acquisition cultural differences and move faster through the change curve.

    03

    Behavioural insight

    Explore the MiM principle 'Your Team is a Reflection of You'.

    The challenge

    A big topic, culture clashes, and half a day to steer into a sticky situation without much context or permission.

    The solution

    What we actually did.

    We interviewed the Risk & Compliance Director to understand his desired outcomes, followed by interviews with selected members of his leadership team.
    We designed the afternoon agenda, walked it through with his number two and the HR Business Partner, then attended the whole day and facilitated the session.

    A platform + a team of experts.

    The practitioners who ran this work are the same people at the end of your call.