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Case Study

Investing in a cultural shift and embedding behaviours for long term dividends 

GLOBAL FINANCIAL SERVICES COMPANY

Investing in a cultural shift and embedding behaviours for long term dividends 

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GLOBAL FINANCIAL SERVICES COMPANY

Published

13 Jan 2024

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A FTSE 100 wealth management company with £16 billion of revenue and £119 billion of client funds under management in 2019. With over 700,000 clients, offices in multiple countries and around 5000 employees, this client is focused on providing personalised and trusted wealth management services.  

RGC were asked to support the behaviour change required for financial advisers to start using the Salesforce platform for customer activities instead of traditional and ad hoc current methods.

Key Challenges

  • No consistent channel for customer relationship management tracking
  • Traditional culture and leadership styles
  • Typically struggled with change management and technology adoption
  • Utilising Teams/eBooks instead of traditional face to face approach.

Our Solution & Strategies

  • Communications and behaviour strategy for deployment of Salesforce
  • Communications planning, design and deployment
  • Launched and managed change task force
  • Adoption strategy and metrics
  • Adoption dashboard and tracking

Impact & Results

  • ~1000 users fully adopted
  • Supported over 50 end user engagement sessions
  • 40% reduction in upskilling and behaviour change costs (including teams, e-books and Salesforce portals)
  • 10% uptick in productivity
  • Over 20K engagement comms deployed

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