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Business Consulting & Organizational Development Solutions

Strategy, leadership and learning to
transform
organizations

Across all banking, insurance, and investment sectors and channels, digital transformation has made competition and change a fast perpetual cycle. New technologies and shifting customer expectations, digital-only competitors, compressed margins, regulatory pressures, and outdated training and sales approaches have made traditional business processes obsolete. To succeed, you either drive the change that occurs in your markets or end up chasing those that do.

GP Strategies’ expert financial services organizational development consultants help you identify where your business needs to go and what it will take to get there. Then we work with you to develop and execute strategy that brings out the best in your most valuable resource – your people. Whether your business needs a change in workforce mindsets and performance, learning and development technologies, or critical business processes, we’re the transformation partner you can trust.

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Performance ROI you can measure

Are you under pressure to justify the cost and impact of organizational training and workforce transformation?

GP Strategies’ banking, insurance, and financial services management consulting helps turn middle-of-the-pack and aspiring companies into best-in-class organizations through flawless execution across all areas of learning, leadership, and workforce development. Employing a proven approach that integrates leading technology, innovative learning paradigms, and business process best practices, we deliver cost-effective, high-performance organizational development solutions.

We integrate technology with people and know-how to help your business win.

Let us build your roadmap

Our Solutions

Keeping your people inspired, connected, and engaged.

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Change Management

Across the spectrum of money and finance, develop and execute organization transformation, readiness, resilience, and leadership.

A consumer-service organization’s ability to translate learning into action is the ultimate competitive advantage.

Let’s start something great!

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Culture Change

Leadership strategies and business consulting to transform financial institutions to achieve sustainable performance results.

Flexibility, adaptability, and innovation are not something you do. They’re who you become.

Explore our agile change process.

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Organization Design

Building consumer-centric financial services readiness with people, process, structure, strategy, performance execution, and metrics.

Aligning vision, consumer and technology strategy, and an always-evolving workforce is a continuous journey.

Choose the right partner for your journey.

Case Studies

Explore our real-world client success stories

Business Impact

Understanding Customer-Centered Sales Culture at a Large Bank Holding Company

A leader in the financial services industry wanted to create a learning solution that would provide employees with a foundational understanding of the retail sales culture.
Read the case study
Business Impact
$40K
Analysis uncovered a yearly loss estimate of $40,000 and the full-time equivalent of 15.6 weeks per year due to repeat work

Identifying Compliance Reporting Problems and Streamlining Process with a Six Sigma Approach

A routine training completion audit showed five cases where learning compliance was out of tolerance, despite efforts to ensure accurate training assignments, and were escalated to the Compliance Board for review.
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Business Impact
Gold
Brandon Hall Excellence in Learning
Reduced
Program costs and simplified processes

Designing and Delivering a Workforce of the Future Program for a Global Financial Services Company

A global financial services company is actively using automation to remove low-impact, repetitive tasks from the workforce.
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The numbers in the analysis were shocking,” and concluded the potential dollar value of the loss was $40,000 per year.

Company Business Leaders

Insight & Innovation

Discover thought-leadership from our clients and team of experts

Episode #39 | Change Management Needs to Change: Challenging the Model of…

Picture this. Your organization is getting a new application to replace the one you are using today. Did you roll your eyes and say “Oh, brother,” or were you curious to learn more, maybe even excited? Believe it or not,

Financial Services Research Bulletin

During the period March to April 2020, we measured customer response across Financial Services.

Episode #33 | Thrive Beyond the Chaos: Be Strategic About Organizational Design

If your organization is like most, you have had to take reactionary measures based on the disruption we’ve experienced. This approach, however necessary, often fails to thrive. A well thought out vision, strategy, and organizational structure that supports a changing