Financial Services Company Manages Acquisition Change

Situation

A mortgage services company, with 150 employees, had recently been acquired by a Fortune 500 mortgage financial institution. Employees were feeling disengaged and worried about the future. Leadership was worried about retention. The executive team retained Roberts Golden to identify a series of activities and processes the organization can implement to help maintain its small company feeling.

Action

Working with the leadership and a cross-functional employee team, Roberts Golden identified several workstreams of which employees could lead encouraging employee-driven change and involvement, especially during these uncertain times.

Results

With Roberts Golden’s facilitation expertise, the cross-functional employee team, executed several events and communications to encourage employee participation at all levels. A company-wide survey indicated that employees are excited about the company’s future and they feel empowered to make change happen.