Case Study: Strategic Alignment at Raymond James Financial 155
new and unique recruitment model to the industry, becoming the leader in its seg-
ment and generating a demand in the industry.
e data warehouse had to respond to these changing needs in the business
environment. Business managers felt that the response of the data warehouse team
had been good to the end users, but the team’s response to back-office accounting
and administration had not been as satisfactory.
Business plans in some segments of the company had not changed in the past
5 years, e.g., focus on maintaining the growth and integrity of advisor relation-
ships. e business plans require provision of best tools to the financial advisors to
service their clients. e data ware ...