Leading Strategic Change Communication for a Wealth Platform Transformation

The Challenge

A financial institution needed to modernize its core banking system and integrate multiple new applications, requiring firm-wide adoption and alignment.

The Solution

Created a comprehensive communication strategy covering pre-, during-, and post-go-live phases. Delivered leadership support, training, and digital engagement.

The Outcome

• Enabled smooth transition with full return to business within 5 months.

• Program recognized by top wealth management publications.

• Digital service adoption grew from 35% to 75%.