Client Feedback

For the past several years Annalise has been working with Senior Executives and BU Heads to develop and present customised operational and compliance risk culture programs that integrate risk with business strategy, are tailored to meet each BUs specific needs and enliven and align risk with critical business priorities. The programs comprise marketing with Heads of Business, research on BU strategy and research business areas of focus, a two day customised workshop and subsequent action and impact monitoring.

Close to 60 programs have now been delivered in every Division across the compamy and attracting attention from other banks, organisational development agencies and external providers.

The most recent feedback from, Head of Operations, Institutional Corporate & Commercial in NZ included:

Operational Risk is part of the DNA for any operations staff member. It requires knowledge, training and experience. If we [the Bank] get this right we will ensure that we have highly trained and competent staff. We will also reduce the risks within our business. The recent workshop my management team attended took the team a long way forward in this knowledge and helped them understand how to deal with risks in our business. The main reason for the success of this workshop was due to some key factors. The facilitators, the agenda (business driven) and the fact it was like no other risk course on the planet.

He also said to Annalise:

We will continue to drive hard with the agenda and our conversations, for action, over the next year. I would love to see you back in three months time to go over with the management team how they are going. I will also discuss with the team future workshops with managers who couldn't attend.

Also published is an article in the latest World, emphaising Annalise’s efforts and the success of the workshops to date. The culture program gained external recognition through winning the Business Excellence Award – positioning this program as Industry Best Practice.

Previous feedback has been similarly excellent, reflecting Annalise’s ability to listen, understand and deliver the BU’s needs.

G Collier ANZ Bank

Your work is inspirational, incisive and definitely bold. You have the courage of your convictions and have demonstrated an ability to be a Breakout champion in the true sense - taking an idea and making it tangible and relevant to the business via your transformation Risk workshops. I have been very impressed with your dedication, creativity and focus on quality. A great project which is delivering very powerful business results.

SM, Head of Breakout

Impressed that Annalise was able to personalise the program to our needs. I wanted an emphasis on it being a contributing factor to improving our audit rating. I believe she achieved this, and the resultant audit rating uplift has in some ways validated that.

Malcolm Tilbrook, General Manager UDC Finance

Feedback from the workshop was very positive - it's a tough group to work with (very bright and very sceptical). The workshop itself is best in class & it's great to see that there is now external validation of this.

SJ, Head of Customer Services – Personal Division

The programme was very well organised and run. Annalise was persistent in contacting the exec team and working with them to ensure that the programme was tailored to our requirements and that it supported our strategic objectives – overcame some ambivalence from some senior managers who were concerned this would prove to be a programme that failed to engage the staff

RB, Head of Operational Portfolio Risk (NZ)

Well done on another successful program

CC, Managing Director

Infiltrating this Business Unit is not an easy task, nor was convincing our new leader of the benefits.  Now Geoff, Christine and even James, who attended the last workshop, are praising the programme - what a great result.

AA, Senior Manager Group Compliance

You obviously did a great job. Well done!

AW, General Manager Strategic Growth

Annalise’s efforts to ensure the best outcome for Markets has been greatly appreciated, and I have heard nothing but positive feedback from my team. I think the fact that we are looking to put everyone through the course is testament to the work Annalise is doing and the collaborative and pleasant manner in which Annalise approaches her key stakeholders.

JC, Head Melb Markets Operations

I just wanted to share with you of some the really fantastic things that have been going on in the LSC as a consequence of the Risk and Compliance Culture program. There has been a huge commitment from both management and staff to make this program a success.

KS, Senior Operational Risk Manager – Banking Operations NZ

I have just returned from our first Risk Culture workshop. I felt it was very successful in terms of our guys 'owning' operational risk and compliance. The shift in mindset during the course was significant. The course was very well structured and delivered.

RB, Head Of Working Capital NZ

Excellent knowledge of the subject and is passionate about influencing the culture. This is evident in the manner in which Annalise delivers outcomes. You make every effort to ensure the right stakeholders are engaged, communicate effectively and always follow up to get feedback.

You are very customer focus and as such always deliver in an expedient manner. Reflecting on the journey in obtaining mgt buy-in to get the culture workshop sponsored here, you were empathetic and took into consideration every ones view points and created a "win-win" outcome.

SN,Head Of Operational Risk & Compliance WC