How CapitalEdge Finance Transformed with 7+ Index
📌 Industry & Business Type: Finance | Large Enterprise
The Challenge: Overcoming Leadership Misalignment & Operational Inefficiencies
CapitalEdge Finance, a leading financial services provider, faced major challenges in leadership alignment, customer engagement, and operational efficiency.
Following a rapid expansion and internal restructuring, the company struggled with:
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❌ Leadership misalignment – Senior executives had conflicting visions for the company’s future.
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❌ Cultural resistance to change – Employees felt disengaged due to inconsistent management approaches.
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❌ Inefficient client service processes – Sluggish customer onboarding & outdated digital infrastructure.
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❌ Declining profitability – Increased operational costs were eroding margins.
CapitalEdge needed a structured, data-driven change management approach to align leadership, improve service efficiency, and restore profitability.
Our Approach: Implementing the 7+ Index & Change Management Strategy
Kara introduced the 7+ Index framework, applying the 7 Steps to Profit methodology to assess every department’s performance and develop a strategy to drive cultural and operational transformation.
Step 1: Brand DNA – Define a Clear North Star
📌 Conducted executive leadership workshops to align stakeholders on the company’s vision and long-term financial goals.
📌 Developed a unified mission statement to guide strategic decision-making.
📌 Result: Improved executive buy-in and a 45% increase in leadership alignment scores.
Step 2: Culture – Refresh & Realign Organisational Culture
📌 Implemented internal engagement surveys to measure employee sentiment.
📌 Launched culture transformation initiatives, focusing on collaboration and transparency.
📌 Result: 30% improvement in employee satisfaction and a reduction in internal resistance to change.
Step 3: Strategy – Develop a Profit-Driven Business Model
📌 Built a three-year strategic roadmap to enhance market positioning.
📌 Integrated quarterly 7+ Index performance reviews to track department improvements.
📌 Result: Stronger alignment between business objectives and operational execution.
Step 4: People – Develop & Upskill Employees
📌 Designed leadership development programs for senior and mid-level managers.
📌 Provided financial services training for frontline employees to enhance client interactions.
📌 Result: 50% improvement in leadership efficiency scores and better customer engagement.
Step 5: Customer – Enhance Client Relationships & Trust
📌 Introduced AI-powered financial advisory tools to offer personalized banking experiences.
📌 Redesigned customer onboarding processes for faster service.
📌 Result: 25% increase in customer satisfaction ratings.
Step 6: Proposition – Strengthen the Three-Legged Stool of Financial Services
📌 Streamlined product offerings, customer service, and pricing strategy.
📌 Implemented new digital banking solutions to drive revenue growth.
📌 Result: 18% growth in new client acquisitions within 12 months.
Step 7: Execution – Implement, Measure & Optimise
📌 Introduced real-time KPI dashboards for tracking financial performance.
📌 Developed a continuous improvement model based on 7+ Index insights.
📌 Result: 20% reduction in operational inefficiencies, leading to increased profitability.
The Results: A Financial Transformation
By applying the 7+ Index methodology, CapitalEdge Finance achieved:
📈 20% increase in net profits over 24 months.
📈 30% improvement in leadership alignment scores.
📈 20% faster client onboarding process, leading to greater customer retention.
📈 Operational cost reduction of 15%, driving overall business efficiency.
Call-to-Action: Want Similar Results for Your Business?
Are you ready to implement a structured change management approach?
📍 Book a Consultation to discover how 7+ Index can drive profit growth in your organisation.
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