Context
The Challenge
Baseline Indicators
The Intervention
The Impact
Context
The Challenge
Baseline Indicators
The Intervention
The Impact
Within 12 months:
A regional financial institution had made strong public commitments to ESG and financial inclusion. However, these efforts were largely confined to reporting and compliance. Underserved customer segments continued to face barriers to access, and ESG initiatives were not clearly linked to growth or customer outcomes. Leadership sought to move ESG from a reputational requirement to a strategic driver of sustainable growth.
New Metrics embedded ESG objectives directly into service design and decision-making. We redesigned priority journeys to improve accessibility, transparency, and trust, focusing on moments that disproportionately excluded vulnerable segments. This included:
Within 12 months:
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