The Purposeful Strategist

Graham will share with us the benefits of taking a more inclusive approach to developing their strategy and how they found the right balance for CPT’s purpose between – on the one hand – being just about what they do and on the other hand focusing only on the social benefits that flow from that.

Charles shares with us how, as a start-up, they used the leverage of challenging widely accepted ideas to develop long-term, high impact relationships with large listed businesses.  He discusses the value of joining a movement – rather than trying to create one around your offering, how they use “no money, no legals” social contracts to create the potential for real change, and how they use silence and simple questions and silence to reveal the underlying constraints that keep an organisation from making these changes.

In this episode, we’ll be hearing from Paul Pester, Chair of the Consumer Advisory Board at Fairer Finance. Paul is also currently working with Cardeo, a startup whose purpose is to create more competition and transparency in financial services, beginning with credit cards.

 Paul shares with us the fundamental reason why traditional banks find it very difficult to do what is in the best interest of consumers – and walks through an explanation of how that shows up in a product most of us use: the credit card. He also talks about why, if you are a purpose-based organisation, you need to know who your enemy is, who Cardeo’s “enemy” is and, surprisingly, who it isn’t.

In this episode, Tara shares with us the process they used to involve and embolden all their colleagues in defining their purpose, how their private equity owners relate to their purpose, the importance of letting go as a senior executive to get real employee engagement, and how they use their purpose in making investment decisions – particularly the ones that require a leap of faith.

In this episode, we’ll be hearing from Stephen Haddrill, Director General of the Finance and Leasing Association.

The Finance & Leasing Association is the leading trade body for the asset, consumer and motor finance sectors in the UK.

In addition to describing their purpose, values and strategy, Stephen will share with us how Covid has changed their relationships with other trade bodies, and his provocative point of view on 100 day plans.

David will share with us how they’ve used data and analytics to successfully go against the trend of closing retail branches, instead experiencing explosive growth in their branch numbers.  He’ll also describe how they turned typical building society thinking on its head to come up with a new view of who they needed to focus on.  He’ll also talk about their partnering approach to remaining relevant in the digital world, preparing them to attract a new cohort of customers they can serve well into the future.