Client SuccessOppenheimerFunds

Driving Strategy Alignment at the Top

I think we can all agree that BTS provided a jet-assited lift-off of our client-focused growth strategy."

Art Steinmetz, Chief Executive Officer, OppenheimerFunds

To strengthen its competitive position, the firm is implementing a new growth strategy based on a clientcentric approach. Success depends on effective execution, a challenge requiring nearly 2,000 employees to move in the same direction.

In bringing the strategy to life, OppenheimerFunds Chairman, CEO and President Art Steinmetz needed to effectively engage the top executives in the growth.

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