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CASE STUDY

Specialty Financial Services Company

A mature specialty financial services company, with over 120 employees, recaptured their competitive advantage with a bold new product strategy

A long-standing, previously high-functioning senior leadership team suddenly found itself in conflict. Meetings were tense or avoided entirely. On the surface, it looked like interpersonal dynamics were the culprit…

THE SITUATION

While the executive team was misaligned, the deeper issue was a strategic situation no one felt safe naming — let alone solving:

Pressure from a disruptive fintech competitor was threatening 60% of the company’s revenue. The organization faced an immense existential threat.

OUR APPROACH

In the first 90 days, our Powerful Under Pressure team first facilitated a Shift from Conflict to Collaboration workshop, followed by 1:1 executive coaching to surface the team’s emotional, relational, and strategic stressors.

Then, over the next three months, we planned and executed a transformational two-day offsite to regain their shared purpose, and address the thorny question of what new product or service to introduce, or succumb to unanticipated competition.

THE RESULTS

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