Business team in a meeting, woman presenting strategy on a wall covered with colorful sticky notes, colleagues listening and taking notes.

Guiding a Large Financial Entity toward a Product Mindset

A large financial entity accelerated its shift to a customer-oriented product model by uncovering clear stakeholder insights, identifying cross-department barriers, and implementing a human-centered roadmap that strengthened alignment, agility, and long-term strategic impact.

4

surveys conducted, capturing employee and customer perspectives

1 playbook

summarizing obstacles, opportunities, and recommendations

1-year

implementation plan with steps identified for subsequent years

Opportunity

An internal division was tasked with evolving its operating model to support the organization’s strategic direction, but existing strategies, siloed processes, and limited customer insight created barriers to a smooth transition. The group needed a structured way to understand stakeholder expectations, identify cross-department constraints, and define requirements to adopt a human-centered, agile product mindset.

Constraint

Response

Artemis developed a comprehensive strategy analysis plan that included surveys, internal and external interviews, and research on best-practice methodologies. The team designed detailed question sets, recommended metrics, and facilitated a co-created workshop to shape implementation. Through surveys, extensive interviews, and systematic obstacle analysis, Artemis produced a findings report and a one-year product-management implementation plan with a multi-year roadmap.

Impact

The internal division gained clarity on customer and employee needs, insights into internal and external challenges, and a practical roadmap for shifting to a customer-oriented product model. The final deliverables helped align resources, activities, and culture with a goal-driven, performance-based structure. With evidence-backed recommendations and a human-centered blueprint, the group was positioned to better support business objectives and the organization’s long-term strategic direction.

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