CHALLENGE:
A company serving the hedge fund industry was undertaking a major system conversation to a new financial platform that would significantly impact employees and customers. This complex, 15-month project required strong leadership and robust communication.

APPROACH:
Siegfried Dunlay created a communication strategy to support the goals of an on-time, no-issues conversion. The plan was built around three phases: Education, Implementation and Reinforcement. Providing on-site support, Siegfried Dunlay led communication council meetings, and created strategies and tactics from weekly newsletters and a monthly podcast to leader talk points and FAQs. A separate customer communication plan was created and implemented.

RESULTS:
The internal team stayed engaged throughout this intensive, challenging conversion project. Service to customers was uninterrupted and conversion goals were met.

“We were truly at our wits end to implement this change and knew we needed to bring in the bench strength for this one. You exceeded our expectations."
    — Investment Services Executive and Principal