In a recent CityBiz interview, Monarch President Lee Farabaugh shares her perspective on how financial services firms can navigate market shifts and build lasting operational resilience.
She discusses the impact of extended holding periods, the slowdown in M&A activity, and the growing need for repeatable business development strategies. Lee also emphasizes why strong technology alone isn’t enough; it takes a well-trained, values-driven team to unlock its full potential.
The conversation touches on:
- How client success strategies must evolve beyond go-live
- Why capturing institutional knowledge is critical in a high-turnover environment
- The role of mentorship and hands-on training in building high-performing delivery teams
