Finance

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How Financial Industry Leaders Turn Disruption into Forward Momentum

Today’s finance leaders face unparalleled disruption.

From economic unpredictability and evolving technology to talent shortages and increasing competition, organisations in the financial services sector must navigate near-constant change.

As market convergence, regulatory complexity, and customer expectations continue to shake the industry, finance leaders are challenged to make sense of it all while maintaining forward momentum.

Under pressure, organisations must lean into disruption. By building trust, emphasizing purpose and connection, and leveraging both technological and human strengths effectively, finance leaders can retain talent, fuel efficiency, and identify opportunities for growth—even when so much seems uncertain.

From Pressure to Competitive Advantage

UK financial services leaders face disruption from every direction. The risk is not the disruption itself, but the instinct to wait it out. The government’s 2025 Financial Services Growth and Competitiveness Strategy signals a deliberate ambition to reshape the sector, and the organisations best placed to benefit will be those that have already built the culture, agility, and leadership capability to move quickly. The leaders who treat today’s pressure as a reason to strengthen their teams — rather than waiting for conditions to stabilise — will be the ones who turn disruption into a source of performance.

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Predictable Results in Unpredictable Times

Impact the Four Business Challenges That Matter Most in Uncertainty.

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The Energy of Change

Drive Collective Action in a Rapidly Transforming Financial Industry

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Digital Transformation in Finance

Turn Technology into Real Business Impact

1.2m
accounts were switched in the UK in 2024.
60%
of financial professionals plan to leave the industry.
79%
of UK employers in the finance sector struggling to find quality talent.

Great finance leaders leverage see disruption as fuel for growth.

What separates the organisations that falter from those that thrive amid disruption? When great leaders see the opportunity in volatility, empower and connect with their teams, and create the agile conditions for fast innovation, disruption becomes a strategic advantage.

Financial Services Success Stories

Affinity Federal Credit Union

Breaking Down Silos and Developing a Common Language

Affinity Federal Credit Union
(AFCU) is the largest credit union
headquartered in New Jersey
with over 500 employees and over
230,000 credit union members. As an
organization, they value growth and
innovation. Despite having strong
systems, team communication was
ineffective. This created silos through
departments and lowered employee
engagement.

International Accounting Firm

Creating One Cohesive Team Post-Merger

An accounting company was looking
for a fresh start and common
language after merging two firms. In
2017, the company identified three
strategic pillars to refresh and renew
their strategy. The pillars focused on
individuals taking responsibility for
themselves, ensuring high-quality
products and solutions, and having
greater collaboration with their clients.

OneStream Software

Flexible Talent Development

The expectation of OneStream’s
new talent development team was
to get high-quality learning up
and running as soon as possible.
The company needed flexibility to
drive organizational growth and to
accommodate personalized learning
experiences for each employee.
Additionally, the development
needed to fit the needs of every level
of the organization from individual
contributors to C-suite executives.

ELGA Credit Union

The Unexpected Results of Creating Focus and Raising Accountability

With a quickly growing system of locations, ELGA Credit Union found they couldn’t
keep up with the list of goals they compiled. This left them with five main goals
alongside 15 subgoals which pulled their organization in different directions. Their
teams, although still achieving, were spread thin. After following this same basic
approach to strategic planning year after year, ELGA finally decided it was time for
a change.

Engage your people. Achieve outstanding outcomes.

Learn how partnering with FranklinCovey can equip your leaders to navigate change, build a resilient culture, and unleash breakthrough results during disruption. Complete the form to connect with an expert today.

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