Partnering in the Future of Financial Services & Insurance
Our consulting services help Canadian financial service & insurance organizations align leadership, build strategic plans, execute with confidence, and achieve tangible results.
“Rhonda was wonderful and engaging. She kept the groups on their toes, knew how to dig deep with us, and reigned us back in when we were in the weeds. She was the ideal facilitator – friendly but hardcore!”
Stacey Aubrey, Executive Director | Insurance Council of Manitoba
TRADITIONAL STRATEGIC PLANNING IS DEAD
In your role as a leader in financial services or insurance, have you experienced strategic plans that:
- Are too complex?
- Take too long?
- Aren’t executable?
A bad strategic plan is doomed to fail, leading to unrealized results and missed growth opportunities.
We’ll help you build a strategy that you can actually execute.
inVision Edge’s financial services strategy consulting has helped many of Canada’s forward-thinking financial service & insurance organizations build strategies, execute with confidence, and achieve tangible results. Let us help you too.
REVOLUTIONIZING FINANCIAL SERVICES & INSURANCE
We understand that financial service & insurance organizations face unique challenges. Whether that’s:
- Navigating regulatory landscapes
- Adapting to technological disruptions
- Meeting changes in customer expectations
- Managing changing economic conditions, or;
- Adjusting to changes in the distribution channel
We help you take the most strategic steps to ensure success when tackling these challenges.
Our proven strategy methodology focuses on three areas of our Strategy Blueprint: Strategy Readiness, Plan Design, and Strategy Execution, guiding you through the toughest parts of strategic planning from end to end. We’ll work with you, your leadership team, or your board to make the hard parts easy, efficient, and actionable. Let our financial services strategy consulting work with you to create a custom solution that translates your long-term vision into tangible goals.
Whether you’re looking to align your team, create a strategic plan, or learn to think strategically, our approach is suited to you.
BOOK A CALL WITH YOUR FINANCIAL SERVICES & INSURANCE PROFESSIONAL
Take a look at our recent CASE study
CWB National Leasing Case Study
CWB National Leasing, Canada’s largest equipment financing company, faced a challenge in sluggish response times for quotes and approvals, hampering agricultural industry clients where downtime costs $7,000 per day. Collaborating with inVision, they revolutionized their approach. The result? The NLi Quoting Portal, an award-winning platform delivering financing quotes and applications within seconds, accessible on any device. This innovation transformed the financing landscape, offering swift solutions to urgent client needs.
OUR SPECIALISTS PROVIDE FACILITATION, TOOLS, AND COACHING TO HELP YOU BUILD A STRATEGY YOU CAN ACTUALLY EXECUTE
STRATEGY
READINESS
Align your teams so they’re ready to take action with a strategic mindset.
StrategIC PLAN DESIGN
Create a radically clear and actionable strategic plan—in days, not weeks.
STRATEGY
EXECUTION
Ensure ongoing results by embedding an execution and innovation framework.
Our Partnership Process
We work alongside our clients to accelerate their organizations using a simple, proven framework.
Assess Your Needs
Book a call with us and we’ll help you clarify your biggest challenges and opportunities. Then we'll identify where we can provide support.
Plan for Success
We'll work together to design the right plan that focuses on your greatest opportunities, providing you with a roadmap for success.
Execute with Confidence
Together, we'll execute the plan and generate results to help you achieve your short-term and long-term goals.
