Inside the Walkie Talkie, CISI reimagined the future of membership - and turned ideas into action.
In the heart of London’s financial district, Dan facilitated a transformative innovation sprint for the Chartered Institute for Securities and Investment (CISI). This wasn’t just another strategy workshop. It was a catalyst - one that helped CISI simplify its membership proposition, unlock fresh value for its highly engaged professional community, and respond confidently to a rapidly changing learning and development landscape. By inviting broad, ambitious, future-focused questions, participating teams uncovered and implemented a series of out-of-the-box initiatives that elevate member experience and strengthen long-term loyalty. The results were clear, strategic, and measurable: -Stronger member engagement -Higher retention -A sharper competitive edge in a sector where individuals now expect more than traditional “plug and play” courses This sprint accelerated CISI’s ability to meet those expectations - and exceed them.
A future-fit membership strategy - built with speed, clarity and bold ambition.
Tracy Vegro OBE, CEO of CISI, emphasised how pivotal this sprint was in their strategic membership review, helping position CISI as an organisation ready to evolve, adapt, and lead in a shifting industry. It was an honour to support such a respected global body, and to witness the commitment and creativity of a team fully engaged in reimagining how they serve their community.
Next projects.
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