Yet, as Bain & Co. noted in 2024, 93% of all transformations fall short of expectations. Since 2010, we’ve studied prior transformations and opted to do the opposite.
Larger organizations are often siloed, meaning that analysis and design are handled separately from execution. This division breeds resistance, as implementation effectively begins during the analysis and design phase.
That’s why we view ComEx and transformation holistically. We add customer insights, so your timing, messaging, and information delivery hit the mark. Early customer acceptance smooths the transition into the advisors’ reality, with goals, roles, systems, and leadership structures aligned.
This blend of qualitative data and grounded perspectives accelerates acceptance and drives action.
