A Regional Bank Client
Thought Partnership Examples:
San Francisco Team Offsite
Challenge: Inspire the team and refresh internal brand awareness.
Solution: An off-site exploring the intersection of human and digital service.
I led ideation, planning, and execution for this three-day offsite in San Francisco. Participants experienced in-person presentations and team-building breakouts, as well as “field trip” small group activities involving different customer service experiences, digital and analog, with various brands ranging sports, coffee, food, computers, art, and cocktail/mixology. The Bank was a disruptor in the banking sector, yet this event still took them out of their comfort zone (per the brief by my client, their leader) and ended up thrilling even the most skeptical at the beginning.
Other Projects:
Brand Leadership Program Assessment
Training Module Design for Pilot Digital Banking program
Led a bio writing workshop