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Financial Services

Big-picture perspective

For financial services organizations, excelling competitively means something entirely different than it did even a year ago. We look at the big picture to help you anticipate and master transformative change.

What we do          Insights          Case studies          Let’s talk

What we do

With the entire financial services industry facing continuous change, an organization’s agility will define its success. The steadily increasing influence of digital transformation, dynamic regulatory and market conditions, and the desire for tailored employee and customer experiences have collided with a tsunami of COVID-19 impacts (forbearance, PPP, and others).

With this in mind, Eagle Hill helps you anticipate and master transformative change. We bring specialized organizational strategy, performance, talent, and change management expertise to help our financial services clients—whether housing finance enterprises, credit unions, community banks, information and solution providers, or financial regulators—respond to the rapidly changing financial landscape. Recognizing that people enable change, we tailor our employee-centric approaches to your circumstances so that strategic change takes root throughout your organization and makes positive transformation a reality.

Agile Transformation efforts often fall short because of lack of employee engagement, leadership support, and cross-functional collaboration. As a result, programs and product teams may not understand the purpose of the effort. To address these challenges, we engaged employees at the onset and empowered leaders to have visible sponsorship to drive faster adoption of the new way of working.”

– Lisa Maurer, Senior Manager


Agile Release Team members trained


Tiers of transformational change managed

Headshot of Lisa Maurer

Enhance agility with workforce planning

Financial services companies are grappling with accelerated digitization and automation, while continuously evolving the customer experience. Our workforce planning approach is helping companies respond to the new realities of their markets with the right people.

Learn more about our workforce planning services

Financial Services Insights

Our latest research & thinking

Keep your finger on the pulse of the trends impacting your business and your industry with actionable insights and best practices based on our proprietary research.


The state of hybrid work in the financial services industry

Research on hybrid work in the financial services industry finds that employees want more flexibility and will consider a new job if it is reduced. Learn more about how reducing workplace flexibility impacts financial services employees.


For financial services companies, taking action on employee experience will elevate their customer experience too

Financial services organizations looking to be industry leaders in customer experience must pay closer attention to their employee experience.


Financial services: The inextricable link between technology change and the employee experience

Our research finds that a key and often missed component to the success of financial services technology change is fostering a positive employee experience.

Financial Services Case Studies

Unconventional consulting leads to unbelievable results

Here are a few examples of how we provide impact for our clients. From boosting employee retention to planning market entry, our years of creative and strategic experience have helped clients across industries reach their potential.

Financial services: Impact Statement

Financial institution realizes customer digital experience rewards from improved UX research

Eagle Hill worked with a large financial institution to develop and carry out a UX research project that helped the firm realize the customer digital experience rewards it sought to strengthen its market position.

Financial services: Impact Statement

Maximizing ROI with agile transformation

We employed agile transformational change at scale to help an affordable housing sector company realize a better return on investment with technology and deliver value to its customers more rapidly.

Financial services: Impact Statement

Digital transformation uses agile change management to improve CX and EX

We implemented an enterprise-wide digital transformation for a financial services organization to the Salesforce Lightning platform by using agile change management to create better customer and employee experiences.

Financial services: Impact Statement

Accelerating organizational change—to the tune of a 20-point Net Promoter Score improvement

The procurement office of a large financial services organization remade its internal and external images and improved service delivery as part of an organizational transformation that focused on improving its culture.

Financial services: Narrative

Implementing competency modeling to manage change readiness

A large financial services enterprise was undergoing a significant change and needed to prepare staff for new policies. We helped the team most impacted by this change get ready and gave them ownership in the competency modeling process.

Financial services: Narrative

Fueling strategic growth through organizational design

When a large valuation firm wanted to drive growth across all its global service lines while still reflecting its regional business cultures, we helped transform organizational design to support a new strategic vision for its operating model.

Want to hear more? Let’s talk.