CISI

CISI

Introduction

Introduction

When leading institutions decide to rethink the future, momentum builds fast. Our work with the Chartered Institute for Securities and Investment (CISI) inside London’s iconic Walkie Talkie building was exactly that - a moment where clarity, bold thinking, and strategic innovation aligned.

Year

2020

Industry

Banking & corporate finance

Scope of work

/

Development

/

Innovation Sprint

/

Training

Timeline

5 Days

Introduction

When leading institutions decide to rethink the future, momentum builds fast. Our work with the Chartered Institute for Securities and Investment (CISI) inside London’s iconic Walkie Talkie building was exactly that - a moment where clarity, bold thinking, and strategic innovation aligned.

Year

2020

Industry

Banking & corporate finance

Scope of work

/

Development

/

Innovation Sprint

/

Training

Timeline

5 Days

Overview

Overview

Overview

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.

Final thoughts

Final thoughts

Final thoughts

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.

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Let’s talk.

Tell us about your project - whether people strategy, leadership, or innovation, we'll help you move it forward.

Quick response.

If you’re ready to create and collaborate, we’d love to hear from you.

Clear next steps.

After the consultation, we’ll provide you with a detailed plan and timeline.

Have a project in mind?

By submitting, you agree to our Terms and Privacy Policy.

Let’s talk.

Tell us about your project - whether people strategy, leadership, or innovation, we'll help you move it forward.

Quick response.

If you’re ready to create and collaborate, we’d love to hear from you.

Clear next steps.

After the consultation, we’ll provide you with a detailed plan and timeline.

Have a project in mind?

By submitting, you agree to our Terms and Privacy Policy.

© 2025 INSO Limited®

Let’s talk.

Tell us about your project - whether people strategy, leadership, or innovation, we'll help you move it forward.

Quick response.

If you’re ready to create and collaborate, we’d love to hear from you.

Clear next steps.

After the consultation, we’ll provide you with a detailed plan and timeline.