Case Study: Largest Investment Management Company achieves scalable New Ways of Working transformation with Valence

Shifting to New Ways of Working at Scale

The Largest Investment Management Company in North America partnered with Valence to support its organization-wide “New Ways of Working” cultural transformation. The company needed a faster, more scalable way to build high-performing teams, reduce manual development processes, and create a workplace that encouraged psychological safety and candid conversations.

Valence implemented its full suite of tools—Align, Habit, Perspective, and 360—into the company’s transformation playbook, helping teams diagnose issues, standardize problem-solving, and track progress over time. The results included a 35% quarter-over-quarter increase in transformation adoption, a 62% improvement in problem statements after the first Align exercise, and a 75% reduction in cycle time for leaders during the diagnostic phase, scaling from a pilot of 20 teams to 5,000 users worldwide.