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Matching Front Line Leaders in a Post Merger Acquisition

A global financial leader, MUFG offers services in banking, wealth management, securities, and capital markets, as well as personal and corporate trusts. They build relationships with their clients by offering insights and a customized approach. Their client base spans multinational corporations, institutional investors, individuals, and small to medium-sized businesses.

JMReid Group creates relevant, rigorous learning solutions built to instill real change. Their learning designs target middle to high performers where the greatest lift within an organization resides.

MUFG River Banner.

The Challenge

JMReid Group works with MUFG to support change at the front-line manager level, with a focus on accountability and increasing employee engagement. This work included addressing change after a recent merger, global organizational personnel issues, culture and climate alignment, performance reviews and providing a training program. JMReid Group partnered with Pollinate to enhance the assessment and matching of MUFG leaders to cross-pollinate knowledge.

MUFG logo.
jm reid group logo.

Pollinate Approach:

Highlights

Leadership skills training was engaging and memorable

Cross-pollination of knowledge enabled employees to grasp and apply new skills

Managers were able to address issues and ensure accountability

Results

oneRiver Leadership Journey map.

Client 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

Pollinate Networks Knowledge Transfer Index Debriefing 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, JMReid Group

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