‘Intelligent Thinking, Intelligent Action’ in Private Banking

A Case Study in People Development with Measurable and Significant Financial Results!

by Maria Biquet (Greece)

In Leadership Development and People Development most of us Consultants and Coaches have interesting cases to share and learn from each other. I would like to share my experience of a project that was completed at the start of 2019 and I believe is really worth analysing because of its proven financial results.

The main idea/intention/need was to bring Energy, Innovation and Action to the team. Not an easy task, especially in the context of a very big conservative Bank.

Our assignment became a real ‘Game Changer’

The Client is the Private Banking Division of a large Bank that has merged and absorbed other banks in the last decade. The Director of this Division needed to change the mentality and behaviour of his people. Being a real ‘Game Changer’ himself, he wanted to see changes immediately in his people; he wanted them to have high energy and perform. The duration of the project could not exceed 4 months and should include everyone in the department.

Meeting the purpose and expectations

From our initial meetings, it was clear from the outset that the purpose of the project was to increase energy in the system and make people think differently, create new ideas and act.

The need of the team was:

  1. Align in a higher level of energy together and at the same time
  2. Learn to be open to change and learn to innovate.

Our client expected his teams, by the end of the program, to have absorbed and incorporated this ‘higher level of energy’ in their way of working that exceeded the current ways of being in the work environment and become more innovative as individuals and as a team.

Our ‘Code 15’ methodology, personal involvement and the future

Diagnostics and findings

The organisation had merged (acquired) another 6 smaller banks in the last years and most of the employees coming from those Banks were demoted to lower roles and positions and therefore were disappointed and demotivated.

Source: iCN Issue 35  (Business Coaching: Building your Organisation); pages 23-27

About Maria Biquet

Business Consultant | Executive Coach, Neurocoaching Expert

Author | Coaching Supervisor & Trainer

www.mariabiquet.com | e: maria@mariabiquet.com | t: +30 6944 889526

Maria Biquet is an experienced Business Consultant and Executive Coach with vast experience from diverse business fields. She has worked with senior executives from different countries in the private sector, the public sector and international NGO’s. In the last 25 years she has worked for multinational companies in strategic marketing positions and led start – up projects for setting up new companies. She brings knowledge of diverse business sectors such as Telecommunications, Automotive, Retail Financing, Insurance, Banking and Consulting.

Maria holds an MBA-International Marketing from Sunderland University – UK, a BA in Literature and Linguistics from the University of Athens – GR and a Diploma in Coaching from the Coaching Institute – UK, and has an advanced certification as neuro-coach by NeuroBusinessGroup in the USA and a Certified Master Coach by the CAC (Centre for Advanced Coaching) in the USA.

EMCC Accredited Senior Practitioner Coach, VP Marketing Communications of HCA/EMCC Greece since Jan 2018 and Senior Researcher on Ethics in EMCC (European Mentoring & Coaching Council) since 2018. Author in ‘The Good Coach’ Professional Coaching blog since 2017.