Financial Services Customers

Competing in the financial services market requires a thoughtful strategy and commitment to execution. 

Finance - Wells-Fargo-logo Finance - ESL Fed Cred Union Finance - MAPFRE Finance - EY_logo_2019 Finance - Bradesco v2 FInance - Caja Popular Mexicana Finance - Redstone Federal Credit Union

Achieve Superior Results with ESM

The benefits of using the ESM with the Balanced Scorecard methodology allowed Banco Bradesco to increase revenue by 16% to $1.2 trillion.  


Discover how your organization can realize groundbreaking results too!

Banco Bradesco Case Study

Case Study Cover Page - Banco Bradesco

Download the Banco Bradesco Case Study to see how ESM helped to achieve their goals.

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Wells Fargo Case Study

wfofsSee how the BSC framework enabled Wells Fargo to successfully enter online banking, creating a new market to become the pioneers of electronic banking, while sustaining their overall industry leadership.

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Objective Measure Library

blueprint.minAccess hundreds of best practice financial services specific objectives and measures. Start building your scorecard today!

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See how we help the financial industry


Put all your key performance indicators in one tool. ESM integrates with your local systems to streamline data collection, eliminate headaches, and drive results.


Talk to an Expert

Discover why ESM is your one-stop shop for strategy execution

From our intuitive BSC software and organizational alignment tools to embedded best practice support, let ESM's 20+ years of experience from the experts guide your financial services organization to achieve its strategic goals!

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Enterprise Strategy

Business strategies need to come from the top down. Create a single organizational vision with your enterprise level Balanced Scorecard.

Organizational Alignment

Cascade Scorecards

Align organizational units to the enterprise plan. Improve your tracking with sophisticated cross-scorecard KPIs and analytics.

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Employee Alignment

Tie personal goals to enterprise/cascaded scorecards so everyone understands how their role impacts the strategy.


Need a little help to get started with your Business Scorecard Strategy Maps?

Free strategy map templates for Finance or Banking organizations

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ESM's integrated suite of strategy, risk and business performance products was built to drive results for financial services companies... wherever you are in your strategy journey.

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“ESM aligned the Board of Directors, brought the strategic plan to life, and engaged employees with how they support the strategy.”
Services - NEACH
Sean Carter
"Research shows the Kaplan/Norton Balanced Scorecard Management System works. With ESM +Strategy, it works better."
Dr. David P. Norton
Co-creator of the Balanced Scorecard Management System
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Ready to see ESM in action?

Our team of experts will happily schedule a time to talk with you and show you a live, private demo.


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Additional Resources

Our experts have plenty of real-world stories to tell. We've put together a comprehensive library of valuable resources covering strategy, execution, leadership, performance management, risk, cybersecurity, KPIs and more. 

We want to add value, so please take a look and feel free to download what you think would be helpful.