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Case Study

Matching Front Line Leaders in a Post Merger Acquisition

MUFG is a global financial services leader serving corporate, institutional, and individual clients through banking, wealth management, capital markets, and trust services.

JMReid Group creates learning solutions designed to drive real behaviour change and strengthen organizational performance.

MUFG River Banner.

The Challenge

MUFG needed to support front-line leaders through post-merger change, culture alignment, and increasing expectations around accountability and employee engagement.

JMReid Group partnered with Pollinate to enhance how leaders were assessed, matched, and grouped into learning cohorts that could sustain knowledge sharing beyond the classroom.

Our Solution

JMReid Group redesigned MUFG’s oneRIVER training program to create a highly engaging leadership development experience focused on accountability, change readiness, and post-merger culture alignment.

Pollinate supported the program by using the Knowledge Transfer Index and matching algorithm to assess participants and form balanced learning cohorts. These cohorts brought together diverse perspectives and shared goals, helping leaders sustain learning, strengthen peer connection, and apply new skills beyond the classroom

jm reid group logo.

The Results

  • The program helped front-line leaders build practical leadership skills, improve accountability, and apply learning directly to their roles.

  • Participants reported high learning effectiveness, stronger engagement, and increased productivity.

  • The cohort model also supported knowledge sharing across the organization, contributing to a more connected and aligned leadership culture.

 

 

 

 

MUFG logo.

Testimonials & Custom Content

Testimonials

“The Knowledge Transfer Index (KTI) has been an invaluable tool when it comes to helping clients understand how they show up when working with others. Whether they are collaborating on a project or finding ways to share and acquire new information, the KTI gives them powerful insights into familiar elements like natural talent and physical learning style… From a coach's perspective, I like that the KTI is easy to explain, deliver, and debrief as well as highly actionable. Best of all, I don’t need to work through a lengthy report; a clear and concise three-page result tells me and the client all we need to know. I highly recommend the KTI as either a stand-alone assessment or a solid companion to other favourite tools."

Jodi Hosking

KTI Debreifing Coach

“The use of cohorts to create supportive community and ownership is often untapped and overlooked. Cohorts helped move learners from passive participants to active participants, it shifted the ownership from the instructor to the learner.  Actions equal commitment, working in cohorts really helped people to show up and get the most out of the experience.”

John Reid

President, JM Reid Group

oneRiver Leadership Journey map.

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