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Financial Services Industry : Merger Integration ( 258,534 bytes )
mergers & acquisitions

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Case Study: Financial Services Industry
Topic: Merger Integration
Keywords: Financial, integration, communication program, culture champions

Mettle's Task

To enable a merger integration, aligning leadership and organisational culture with a single set of values, mindsets and behaviours.

Key Challenges

  • Merging the two cultures - each culture strong but dissimiliar
  • As people were anxious, our Partner needed to create a culture to engage them in the future
  • Preventing loss of talent
  • Align the new leadership team
  • Prevent erosion of value 

The Program

  • The Mettle Values Driven Leadership program
  • Advice and assistance on post-merger program
  • Top team effectiveness program
  • Diagnostic of two merging cultures
  • Identification of target culture
  • Plan for culture development and communication program
  • Training top four levels in Accountability, a two day program
  • Culture champions network established and trained

Outcomes

  • Successful integration period, achieved on schedule
  • Culture retest after 18months showed strong positive change toward constructive, accountable behaviours and practices in a united culture
  • New culture of accountability cascaded right through to front line, people clear on the desired culture
  • Leadership team committed to the common purpose, and seen to be leading an aligned organisation
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