Case Study
Helping a growing Capital Funding Firm Overcome Organizational Challenges and Retain Top Talent
The Problem
A capital funding firm faced organizational challenges that lowered trust and morale, leading to the unexpected resignation of a senior leader and was at risk of losing key talent critical to its success.
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We started by listening and conducting an organizational pulse check with the employees. Then, we partnered with the CEO and Executive team to put the feedback into action by:​​
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Sparking crucial conversations on people, culture, and strategy.
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Launching the company’s first Workplace Guide.
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Facilitating leadership and compliance training.
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Developing a holistic approach to mental health and wellbeing to retain talent.
The Solution
Real Results.
Real Impact.
We transformed the firm’s culture using feedback and radical candor, ensuring employees felt seen, heard, and valued.
With 87% participation in the pulse check, we retained three critical roles at risk of leaving and significantly improved the employee experience.