Building A Company Identity Christine M. Lund MBC Final Project Presentation December 15, 2003

Situation –New organization UBS Mortgage LLC (Limited Liability Company) –Business framework Establish a point of reference Create a vision for the future Recognizing a need

Establishing a vision Purpose of a company vision Proposal Rollout strategy

UBS Mortgage Vision "We are the Team that builds the success of UBS Mortgage LLC, a team that focuses on providing clients with superior service through a private mortgage banking experience, in the context of an overall wealth management strategy"

Research Question Did the implementation of the UBS Mortgage company vision build a company identity at the individual team member level?

Do team members –Value a vision statement? –Understand the UBS vision? –Recognize company goals and objectives? –Experience increased confidence in the company? What I needed to know

–Survey 98 team members 47% response rate –Team member response breakdown 44% of the management team 40% of the Operations team 55% of the Sales team Measurement Tool

Results Team member responses

Conclusion The implementation of the UBS Mortgage company vision built a company identity at the individual team member level.

Understand the importance Clear implementation Ongoing and constant reinforcement Management role Focus groups Follow-up survey Recommendations

Questions?