Rachel
Another sector where we have some experience and will have more: Financial Services.
Financial services is made up of four parts
- Banking
- Insurance
- Securities - Financial planners - are part of this group.
- Trust
Banks
- BMO - 2005 conference with Rob Pearce - need to talk with Ron Capell and Rob Pearce
- CIBC - Christine Croucher - by Paul McDowell and Paul Tremlett
- First National Bank of Omaha - no presentation - but will get video interview.
- Commonwealth Bank in Australia - need to find contacts - and perhaps do telephone interview
Financial Planners
Norm Trainor - The Covenant Group - need a new interview how he incorporated RO in his business to support financial industry
We need to do a special survey of our consultants to find additional cases in the financial services industry.
Get a video version of Nancy Lee's speech.
Survey our members for who may have experience in this sector.
Research the Craddock bibliography to cut and paste all references to RO experience / application in any financial service organization.