CASE STUDY: AMERICAN EXPRESS
Strategic Transformation:
From Crisis to Opportunity
American Express faced strained partnerships and operational hurdles.
Through proactive engagement and operational excellence, a struggling business unit was revitalized, achieving profitability, SLA fulfillment, and long-term sustainability.
CASE STUDY: J.H. Cohn
Building a Marketing Powerhouse:
The J.H. Cohn Legacy
J.H. Cohn’s 100-year-old brand underwent a marketing transformation, achieving a 30% revenue increase and merging into the $680M powerhouse, CohnReznick.
CASE STUDY: GEM
From Fractured Team
To First Team In 90 Days
GEM tackled role ambiguities, low motivation, and stalled growth.
Tailored coaching redefined team dynamics, boosted morale, and equipped leaders and team members with tools for sustained success.
CASE STUDY: BRINTON EATON
Wealth Management Evolution:
From Regional Firm to National Player
Brinton Eaton leveraged digital strategies and client-focused solutions to double assets under management, drive client acquisition, and position the firm for acquisition by Mariner Wealth.