Case Studies

Strategy Consultant for Financial Services Corporation

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 minute read

ADI Institution is a multinational financial services corporation and leader in global payments, a technology company that connects billions of consumers and thousands of financial institutions. 

Regional ADI (the deposit taking institution) had a very small and relatively new product team, and were in the process of recruiting to fill gaps. The new Head of Deposit/Card Products had limited processes established for collaboration, governance and communication between channel teams and product teams - slowing down product launches.

ADI Institution is a multinational financial services corporation and leader in global payments, a technology company that connects billions of consumers and thousands of financial institutions. 

Regional ADI (the deposit taking institution) had a very small and relatively new product team, and were in the process of recruiting to fill gaps. The new Head of Deposit/Card Products had limited processes established for collaboration, governance and communication between channel teams and product teams - slowing down product launches.

Solution

The product team engaged an Expert with strategic experience to develop a three year roadmap for the Deposits/Cards business, combining existing digital initiatives and a product simplification and migration requirements.

The roadmap included plans for collaboration, communication, governance and aspirations and descriptions to launch a new product. 

Impact

The clear strategy around launching the product helped enormously with cohesion between the marketing teams, product teams and the branch network. 

ADI saw a positive adoption rate of 60% in the first few months, largely thanks to the additional strategic support of a Consultant engaged to help design and document the launch roadmap.

“Philippa was able to help us really integrate the efforts from the broader business, something that our small team wouldn’t have been able to do alone”
Head of Deposits, ADI
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