The Advisor Role for Financial Services

Advisory toolkit addressing specific functional areas, like finance, supply chain, operations, marketing, and ethics. Distributed with key message for each functional area. Talking points for managers. Highlight the roles of individual employees and employee workgroups, domestically and internationally, each month.

 

Fortune 500 Insurance Company Case Study
The Perfect Equation The Result
Core Package
Quiz Tool

Enhanced engagement and applicability of diversity observance communications in functional work area. Demonstrate D&I best practices in diverse areas of the organization through highlights of employee workgroups. Demonstrated relevance to industry and customer base through first-person interview highlights.
 

Our Products and Services We make organizations more competitive with a full spectrum of metrics-savvy, business focused cultural competence tools.
For immediate support, call +1-512-762-7277.

Our Products
Core Packages

Observances are easy with three integrated communication pieces. Choose the best tool for your audience, from executive to individual contributor, customize as you wish and communicate at the right pace. The Landscape for Leaders is an executive-level briefing; the Multimedia Presentation is fact-based and fun; Voices of Experience connects global and U.S. workers that exemplify the observance.
 
Inclusion Express

Global Diversity and Inclusion in four slides or less. Leverage global inclusion celebrations in every region. Estimate the impact of diverse populations across geographies, markets and innovation networks. Inclusion Express links organizational initiatives to people in diverse regions - and makes the connection to functional metrics.

 
 
Learning and Development Tools

Make your learning and development programs stand out with a wide variety of plug and play interactive tools. Case studies feature real- world examples, dialogues and authentic media; courseware leverages current events to bring home real-world conversations; quizzes enable everyone to play.

 
 
Posters

Clarity, awareness, and perspective come easily when you share rich information graphics. Targeted to specific job functions, Diversity Interactive information graphics help employees at every level apply what they learn to improve the business. Real world facts are illustrated with examples our archive of in-depth interviews with people who are making a difference.
Our Services
Benchmark Analytics

Benchmark analytics enable teams to quantify the impact of cultural competence on performance.
 
Custom Report

Identify the impact of population change on key aspects of the economy, your industry, your firm, or a specific business function with a custom report.
 
Training Workshop

Called the most innovative in the industry, highly interactive training leverages real-life lessons learned. Interactive multimedia case studies bring the problem to life; the people involved debrief the case studies virtually when participant teams conclude discussion.
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