Finance

Harford was quick to decide that UBS would embrace the flexible work arrangements made necessary by the pandemic as the dawn of a new era in how financial institutions do business.

Last year, the company tapped Milrod to combine all of its sales and relationship management into one group. The initiative led to a 25% increase in new business wins.

Although 2020 was a tough year for the credit card industry, the payment services initiatives Offereins led produced a 29% increase in Pulse’s e-commerce transactions over 2019.

Heitsenrether recognized that JPMorgan Chase had the ability to take client data and turn it into actionable business intelligence for the bank’s clients.

Since Hung joined the firm in 2010, NYLIM has nearly quadrupled its assets under management through a combination of geographic expansion, organic initiatives and acquisitions.

Under Knox's leadership, the private bank had a banner year in 2020, riding high on the market's rise. Her unit had revenue of $3.3 billion.

Noticing that anxiety was high and moral was eroding for her team in the wake of the coronavirus pandemic, Kedia decided to focus on projects that would be impactful, including deploying new digital tools and launching new products.

Under Setiz's leadership, Russell scored an A /A+ rating from the United Nations-supported Principles for Responsible Investment in 2020.

A year after McShane took over, the bank’s CRE operations posted a 5% increase in profits, despite the challenges of the pandemic.

In the midst of the COVID-19 pandemic, Burke has taken on massive projects such as the company's headquarters transition from New York to Nashville, Tennessee.