INSIGHTS

CULTURE CAPITAL CASE STUDIES

How a Financial Services Organisation Shifted From a Mutual to a Commercial Culture

Sector: Financial Services
Client size: 400 employees

1. Context

A financial services organisation transitioning from a mutual model to a commercial one needed leaders to demonstrate new behavioural expectations around pace, accountability, and commercial decision‑making.

2. The Behavioural Problem

The organisation was held back by:

– legacy behaviours aligned to a mutual identity
– cautious decision‑making
– unclear behavioural signals around commerciality
– low accountability for performance outcomes

3. The Intervention

We used the CLS360 to assess leadership patterns, pinpointing behaviours reinforcing the old culture. This gave the Executive Team a clear understanding of the behavioural shifts required for commercial performance.

We then facilitated structured behavioural development aligned to the new commercial identity.

4. The Behavioural Shift

– Faster, more commercial decision‑making
– Clear accountability norms
– Stronger performance leadership behaviours
– Leaders modelling commercial expectations consistently

5. Organisational Outcomes

– A visible cultural shift toward commerciality
– Stronger alignment across leadership levels
– Increased pace and clarity in delivery
– A more unified commercial identity

If this feels familiar, let’s talk.

ABOUT THE AUTHOR

Margherita Larné-Jones

DIRECTOR & SENIOR CONSULTANT
With over 25 years across organisational effectiveness, behavioural change, and transformation leadership, Margherita is the person organisations call when behaviour must shift — and hold.

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