Financial Services

December 13, 2024

Operating Model Design and Customer Success for a Financial Services SaaS Provider

Business Issue A leading financial services SaaS provider aimed to transition from on-premise products to cloud-based solutions while integrating acquisitions. Despite...

March 29, 2024

Employee Value Proposition Drives Tech Talent to Fortune 500 Insurance Company

Business Issue A Fortune 500 Life Insurance Company with over 100 years of history in the industry set out to transform...

January 29, 2024

Banks Cannot Skimp On AI Vendor Vetting

The recent leadership gyrations at OpenAI and Microsoft are unlikely to have a direct and short-term impact on how banks should...

January 28, 2024

Customer Services Organization (CSO) Transformation for Insurance Services Leader

Business Issue A prominent insurance leader faced significant challenges in meeting its ambitious 5- and 10-year organic growth targets. Central to...

December 3, 2023

Delivering Actionable Talent Insights Through People Analytics at a National Insurance Provider

Business Issue A national insurance provider faced challenges due to its rapid growth, which strained HR's ability to provide scalable and...

October 13, 2017

Transforming Morningstar’s Products Organization

Strategies for Sustainable Profitability: Insights from the Celesq Webinar with Mark Masson With the recent shift in demand for legal services, many...

June 22, 2015

Lasting Impact on A.J. Gallagher & Co.

Arthur J. Gallagher & Co. Executive Vice President, Patrick Gallagher, on the Lasting Impact of Lotis Blue Consulting   Arthur J. Gallagher &...

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