Transforming Content Creation Processes Propels Efficiency, Consistency, and Growth for a Financial Leader

How We Got There

The Challenge

The Wealth Management Marketing team at a prominent Canadian financial institution encountered significant challenges in optimizing their content development and distribution processes. The lack of a clear strategic plan, undefined roles and responsibilities, inefficient processes, outdated technology, and siloed operations resulted in ineffective content usage.

The client sought to more effectively leverage content to empower wealth managers in strengthening client connections and maximizing business potential. By significantly enhancing these relationships, they targeted increased revenue and a higher return on investment.

The Solution

Our solution began with an in-depth analysis of the client’s current operating environment, identifying key issues and gaps contributing to inefficiencies across their content development and distribution processes. Through a series of stakeholder engagements and a review of people, processes, and technology, our team gained a clear understanding of the challenges they faced. Building on this, we delivered a comprehensive set of recommendations, including the design of a target-state operating model to streamline, standardize, and govern their internal and client-facing content creation processes.

Alongside process improvements, we recommended upgrading the technology infrastructure to enhance operational efficiency. We also proposed redesigning the organizational structure to align with the target-state operating model, ensuring clear roles, responsibilities, and accountabilities across teams. Our solution included a comprehensive implementation roadmap and a framework for establishing KPIs and success metrics to support informed decision-making and effective performance tracking across the organization.

The Results

The delivery of the target-state operating model and accompanying recommendations equipped the client with a roadmap to significantly improve their content development and distribution processes. The governance framework we designed established clear ownership of processes across business units and set the stage for more consistent and efficient content creation while also ensuring that content strategy and planning were aligned with organizational goals.

By clearly defining roles and responsibilities and adjusting the organizational structure, our solution ensured tasks aligned with the right people and skill sets, enhancing output quality and boosting efficiency. The KPI framework we developed allows for more effective success measurement, enabling leadership to better track performance and make smarter, data-driven decisions. With a scalable and consistent operating model in place, the client now possesses the tools to improve internal operations and client communications, supporting future growth and operational effectiveness.