Future Focused Case Study

Case Study 1: From Compliance Burden to Investment Magnet

Financial Services
Client: Mid-Sized Financial Services Firm

Challenge:

A rapidly growing financial services firm was struggling to meet evolving B-BBEE and ESG compliance requirements. Leadership viewed compliance as a costly burden rather than a strategic enabler, leading to minimal investment in transformation initiatives. The firm also faced investor hesitancy due to gaps in its sustainability reporting.

Solution Provided by Future Focused:

  • Appointed a Fractional Chief Sustainability Officer to guide compliance strategy.
  • Developed a B-BBEE and ESG Compliance Roadmap aligned with the firm’s capital-raising goals.
  • Conducted executive coaching to shift leadership’s perception of compliance from a regulatory box-ticking exercise to a business growth driver.
  • Designed a Sustainability & Impact Strategy, embedding ESG considerations into investment portfolios to attract ESG-aligned investors.

Outcome:

  • Improved B-BBEE score from Level 6 to Level 3, opening new business opportunities.
  • ESG-compliant investment framework led to 20% increase in investor interest.

Shifted compliance costs into revenue-generating opportunities, including new sustainable financial products.