Global advisory firm equips consultants to lead in an AI-driven future

The challenge.

A global advisory firm needed a way to rapidly equip its consultants to lead client conversations on emerging, business-critical topics. Traditional formats like content libraries and internal decks were not enough to drive transformation in how teams engaged with CIOs and business leaders. The firm needed a faster, more structured way to build fluency and confidence across domains like AI, cybersecurity, sustainability, and product engineering.

The solution: a system for strategic readiness and field execution

Reps became the execution layer for the firm’s future-facing transformation effort. The platform delivered role-relevant plays that helped consultants translate knowledge into action. Users practiced how to position AI, lead ESG discussions, and speak credibly about technology strategy with executive stakeholders.

Key actions included:

• Launching structured plays tied to firm’s thought leadership and real-world client scenarios
  
• Embedding practice and AI-powered feedback to sharpen delivery and reinforce strategic messaging
  
• Using aggregate insights to identify adoption trends and surface standout execution
  
• Enabling consistent engagement across a distributed consultant base with minimal operational lift

The focus was on preparing consultants to confidently lead in high-stakes client environments, not just consume information.

The outcome: future-ready consultants, faster execution, consistent capability

Sharper client engagement

Consultants practiced how to speak with CIOs and tech leaders about complex, evolving topics like AI and sustainability

Execution at scale

Plays delivered consistent exposure to priority themes and sharpened how consultants showed up in the market

AI-enabled reinforcement

Practice and instant AI-feedback helped users internalize complex concepts and build muscle memory ahead of applying them in real client conversations

Strategic alignment without added complexity

The firm moved quickly on priority initiatives through structured plays that respected user privacy and fit seamlessly into existing workflows

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"We’re preparing our teams not just to talk about disruption but to lead through it, clearly, credibly, and with impact."
Team Lead

About the client

A top-tier global professional services firm and member of one of the world’s largest advisory networks. The firm supports multinational enterprises across consulting, risk, audit, and advisory services, partnering with senior leaders to drive complex transformation, regulatory alignment, and operational execution across industries and geographies.