STRATEGY IS A CONTINUOUS PROCESS OF: ORIENTATION INTEGRATION ANIMATION ADAPTATION

EVERYTHING WILL CONNECT.

Thoughtspin is a strategy and innovation firm that helps organizations design and strengthen fundamental patterns and practices that result in breakthrough growth and optimization outcomes.

ABOUT

WHO WE ARE

On Strategy

 

Thoughtspin is a strategy and innovation advisory firm that is dedicated to helping leadership teams improve their performance by engaging to make targeted, measurable, improvements in the critical relationship-development competencies that enable durable, scalable enterprise growth and optimization.

No two Thoughtspin engagements are the same. Whether we are helping organizations evolve their static annual planning processes to a continuous approach of “strategy-as-process” or we are working with teams on highly-targeted consumer-centric competency transformation initiatives, we integrate our deep financial services leadership experience and broad FinTech exposure with highly practical innovation patterns & practices.

Our Approach

 

A Thoughtspin engagement leverages easy to grasp, practical tools of interaction that enables highly energized, productive, inclusive, and meaningful participation in shaping the future of your institution.

Working within your unique “set of givens”, our highly structured engagements leverage variations of proven facilitation methods.

Because of how interconnected everything is, we typically encourage a (sometimes much) wider-circle of leaders to be invited to join in the process. To facilitate a more diverse and inclusive group of stakeholders, we lead a highly-structured process of progressive agenda elaboration and operational and agile project planning that is designed to accommodate the wider set of perspectives. Diversity and inclusion directly leads to breakthrough performance outcomes.

What Differentiates Us

 

Thoughtspin is a firm dedicated to helping leading retail financial institutions reach their potential. We approach our work from a unique-in-our-field perspective. This means that we differentiate through our ‘complex responsive process’ view of organizations that regards strategy as practice and organizations not as systems but as widespread patterns of interaction between people.

Furthermore, not only does Thoughtspin deliver expert perspectives from the outside, we deliver through highly-participative, collaborative methods that honors the wisdom of the leaders we work with.

ACCOUNT VISUALIZATION AND ANALYSIS_ PERSONALIZED, IN-CONTEXT ADVISORY_ MONEY MOVEMENT_ MONEY MANAGEMENT_

Thoughtspin is helping institutions navigate into a complex future.

Consumer expectations are rising. At every touchpoint. In every channel. In every market. At every stage of their relationship with your institution.

There is no one best way to meet these expectations. There is no “easy button”.

To earn (and defend) top of mind, top of wallet, top of device status with consumers is to craft a unique platform of engaged teams of great people in the right roles…leveraging an integrated constellation of software…and data…within a consumer-centric enterprise process architecture that drives mutually-valuable behavior.

SERVICES

OUR PRACTICE AREAS

​Effective leadership is to become strategic, to be “all over the map”, to collaborate across functions, to be
radically inclusive, to surface and listen to diverse perspectives, to test and learn iteratively, and to regard
strategy as a continuously evolving process of:

ORIENTATION

Where Do We Intend To Go?

Strategy is at once designed and emergent. Top down and bottom up. Inside out and outside in. Our Orientation Practice area is designed to help leadership teams collaborate to map their unique strategic and tactical terrain, orchestrate their collective wisdom, expand their vision by connecting with outside perspectives, and iterate into the future.
Selected Topics

INTEGRATION

How Do Our Resources Align With The Expectations Of The People We Serve?

Our Integration practice (built on our proprietary model of the critical ‘fields of judgement’ within which financial institution leaders make decisions) helps cross functional business unit and division leaders relate to each other and to consumers beyond traditional functional boundaries.
Selected Topics

ANIMATION

How Can We Better Map Our Limited Resources To Unlimited Possibilities?

Execution optimization. Our Animation practice tailors agile-informed patterns and practices of project and program management to your unique agenda
Selected Topics

ADAPTATION

Are We Listening For Better Ideas And Evolving?

Adaptation. In a world of fast-changing consumer expectations and a dynamic competitive landscape, developing an enterprise innovation-as-practice competence is essential.
Selected Topics

Values

OUR RECIPE

Regardless of engagement format, Thoughtspin operates based on a set of foundational values, together
reflecting what we believe to be essential for enterprise performance.

01

Broad, Inclusive Participation and Collaboration

02

Uniqueness:
No Pre-Developed Blueprints No consulting copypasta.

03

Practical Action and Ownership

04

A Sense of Urgency

01

Broad, Inclusive Participation and Collaboration

02

Uniqueness:
No Pre-Developed Blueprints No consulting copypasta.

03

Practical Action and Ownership

04

A Sense of Urgency

SCHEDULE

LET’S CONNECT

Reach out to learn more about our work and how we might engage.
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LET’S CONNECT

Reach out to find out more about how we are engaging with leading organizations to help them transform.

LET’S CONNECT

Reach out to find out more about how we are engaging with leading organizations to help them transform.

ORIENTATION

Where Do We Intend To Go?

Strategy is at once designed and emergent. Top down and bottom up. Inside out and outside in. Our Orientation Practice area is designed to help leadership teams collaborate to map their unique strategic and tactical terrain, orchestrate their collective wisdom, expand their vision by connecting with outside perspectives, and iterate into the future.

Selected Topics In This Field:

  • The Fundamentals: Who We Are, What We Value, How We Operate and How We’ll Compete
  • The Competitive Context: Financial Services Disruption. Evolution, Trends, and Impacts
  • Intended Outcomes: Our Three to Five Year Vision
  • Chaos and Complexity: Complex Responsive Processes and a New Model For Understanding Organizations
  • Change & Change Models
  • The Latest Thinking on The Concept of Leadership: Contingent, Transformative Leadership
  • On Strategy & Being Strategic
  • Complexity and Consumer Behavior

INTEGRATION

How Do Our Resources Align With The Expectations Of The People We Serve?

Our Integration practice (built on our proprietary model of the critical ‘fields of judgement’ within which financial institution leaders make decisions) helps cross functional business unit and division leaders relate to each other and to consumers beyond traditional functional boundaries.

Selected Topics In This Field:

  • Experience Drives Behavior: The Importance of Aligning your Strategic Plan with Constituent Expectations: Introducing our Proprietary Outside-In Framework Map
  • Customer Experience: Touchpoints and Moments of Truth: Interacting with your FI Throughout The Relationship Journey
  • Expectations and the Definition of Quality: The Voice of Your Customer
  • Richness and Reach: Your Geographic Market Strategy
  • Delivery Channel Strategy and Mix: Branches, ITM/ATM, Digital, Face to Face, Contact Center
  • Your Products & Solutions: Money Movement Products, Money Management Platform, Advisory and Service Model
  • Relationship Development Competence Assessment: New Customer Acquistion and Continuous Relationship Development Patterns and Practices
  • Technology: Enterprise Infrastructure: Software, Hardware, Data/Business Intelligence, Physical Operating Environment
  • Employee Engagement Agenda: Talent/Accountability/ Structure/Culture/Operating Model
  • Business Intelligence: Data, Analytics, and Decision Science
  • ERM: Risk and Compliance
  • Finance: Balance Sheet Optimization & ALM
  • Brand: The Fundamentals of Who We Are And How We Operate

ANIMATION

How can we better map our limited resources to unlimited possibilities?

Execution optimization. Our Animation practice tailors agile-informed patterns and practices of project and program management to your unique agenda

Selected Topics In This Field:

  • Setting the context for improving execution: Work, Formal Project Management, and the Emergence of Agile
  • Building a reflective, self-organizing, self-improving project execution team
  • Strengthening Execution Competencies: Principles, Patterns, Processes, and Approaches to High Performance Enterprise Project Management
  • Blueprinting Project/Program Environments: Physical and Digital
  • Designing an Agile, Iterative, Project Delivery Model and Execution Cadence
  • Developing Advanced Planning and Work Decomposition Approaches
  • Tightening Resource Modeling and Priority/Governance Oversight Approaches
  • Strengthening Forecasting/Status/Work Remaining Insights
  • Execution Metrics and Ceremony

ADAPTATION

Are We Listening For Better Ideas And Evolving?

Adaptation. In a world of fast-changing consumer expectations and a dynamic competitive landscape, developing an enterprise innovation-as-practice competence is essential.

Selected Topics In This Field:

  • Rethinking Practical Innovation
  • Emergence: Chaos, Complexity, and Innovation
  • Engagement: Building an Innovation Community
  • Patterns and Practices For Surfacing, Evaluating, and Prioritizing Ideas
  • Leveraging an Idea Platform to Listen, Share, and Collaborate on Ideas
  • Evaluating, Prioritizing, and Channeling Promising Ideas into your Animation Process for Delivery