Moving a financial institution forward during significant change
“Extremely bright and extremely knowledgeable in giving strategic direction to a company. Nancy Eberhardt has experience and expertise related to financial skills, interpersonal skills and marketing skills. Those are the key areas that affect the success of a business.”
Pathwise Partners began work with the new management team of a financial institution just as the organization was experiencing significant change. All team members needed to adapt quickly to remain successful in a highly competitive market. This team and its leader had never worked together and were not certain they could navigate the changes successfully.
We led the team through sessions focused on new ways of thinking about the future, communicating openly and clearly, moving forward with vigor, and leading cultural change. We helped the team develop the leadership skills they would need to introduce new and unproven methods for doing business and for inspiring their employees during great uncertainty and rapid change.
This team successfully introduced major operational changes, acting as true change agents during a rapidly evolving cultural shift. They have a new vision for their work, learned to inspire each other, and have created greater alignment with stakeholders. As for quantifiable success — in the first year of implementation they produced revenues 147% above budget.« Back to all case studies