Operating Model  ·  Financial Services

Operating Model Redesign for a Regional Banking Group

A regional bank needed to reduce cross-team handoffs and speed up delivery without increasing headcount.

Financial services team reviewing operating model dashboards
Operating Model Financial Services
8 wks To first measurable results
34% Reduction in blocked items
7 Squads aligned to new model
The Engagement

We rebuilt product and delivery operating rhythms across seven squads, clarifying decision rights, tightening planning cadences, and eliminating structural coordination waste. Within eight weeks the client had measurable cycle-time improvement and a governance model that could scale.

The Challenge

The bank had grown through acquisition and each business unit operated with its own delivery rhythm, creating constant misalignment at the portfolio level and significant rework at handoff points.

Our Approach

We ran a focused diagnostic followed by a co-designed operating model, establishing shared planning cadences, explicit decision authorities, and a lightweight governance layer that connected squad-level work to executive priorities.

Process
  • Mapped the portfolio flow, handoffs, blocker patterns, and decision forums.
  • Co-designed the future operating cadence with product, technology, and business leaders.
  • Piloted the new model across seven squads and measured blocker reduction weekly.
  • Handed over a 90-day rollout plan with governance rituals and ownership rules.
Final Results
  • Clarity on roles, decision rights, and governance across the portfolio
  • Reduced coordination overhead and fewer cross-team blockers
  • Measurable cycle-time improvement within the first eight weeks

Want results like this?

Every engagement starts with a focused strategy session — no sales process, no deck, just a direct conversation about your situation and what would actually help.