Case Study: a 125-year-old financial service company builds a more trusting culture with Center for Creative Leadership

a 125-year-old financial service company scales Better Conversations Every Day to 1,700 employees with Center for Creative Leadership

The Center for Creative Leadership partnered with a 125-year-old financial service company facing challenges with talent retention due to suboptimal trust and communication. The customer sought to build a more collaborative and trusting culture through meaningful conversations about performance, wanting a deeply integrated solution rather than a generic workshop.

CCL implemented and adapted its Better Conversations Every Day™ program, creating a scalable coaching solution. They established a train-the-trainer model and licensing agreement so the company could develop internal capabilities to deliver the program broadly. Results included high participant satisfaction ratings (4.7/5), over 350 initial participants, plans to train 1,400 more, and the reinforcement of other strategic initiatives like customer service. The partnership successfully equipped the organization to build a lasting coaching-based culture.