Case Study: Two large financial services enterprises achieve change-ready investor reporting with Eagle Hill Consulting

Two Large Financial Services Enterprises map 22 competencies to 5 levels with Eagle Hill Consulting

The customer, two large financial services enterprises, faced a steep learning curve in preparing their servicing operations team for a major new mortgage-based security initiative. They engaged Eagle Hill Consulting to develop a comprehensive change management strategy and roadmap to build new competencies and manage change readiness.

Eagle Hill implemented a competency modeling solution, using interviews and surveys to define 22 key competencies mapped to five proficiency levels. This unconventional, crowd-sourced approach generated considerable employee buy-in and high staff engagement. The final product provided the client with clear tools for training and communication, setting them up for success and bolstering their leadership arsenal for the impending changes.