Financial Services Industry Firm Cultures:
Defining Winning Cultures for Large Multi-Location Firms

Recently Released!!!
Date Published: March 3, 2014
Summary PPT Deck: 22 Slides

Reference PPT Deck: 24 Slides

The purpose of this research is to provide readers with an initial understanding of the wide range of financial services industry firm culture issues & strategies, including bureaucracy, accountability, client ownership, entrepreneurialism, & employee ownership.

This research addresses the historical phases of financial services industry firm cultures, including: 
  • Early Phase
  • Middle Phase
  • Recent Phase

    This research defines several financial services industry firm cultural issues, including:

    • Bureaucracy
    • Accountability
    • Client Orientation
    • Entrepreneurialism
    • Employee Ownership

And this research makes the following future predictions for financial services industry firm cultures, including: 

  • End of Bureaucracy
  • Increased Level of Client Orientation

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