Foresight · Executive Education · Financial Services

JPMorgan Chase

The pandemic accelerated the adoption of digital technology among a broader base of Mexican consumers, fundamentally changing their behaviors and expectations almost overnight. Walmart Mexico's understanding of its low-income consumer base — a critical demographic and a significant growth opportunity for the organization — was built on a pre-pandemic world that no longer existed.

They needed a new picture of who that customer would be, and what they would need from retail, over the next ten years.

Type: Foresight & Executive Education Program
Duration: 6 weeks
Partner: SciFutures / 2025

The Challenge

JPMorgan Chase's annual leadership forum brings together senior leaders from across functions and regions for a multi-day offsite — a rare moment when the organization's most influential decision-makers are in the same room. The challenge was making that moment count. Leaders needed more than a trend briefing. They needed a shared, grounded orientation toward how AI and emerging technologies could fundamentally reshape consumer expectations and workforce dynamics within a 3–5 year horizon — and a way to begin thinking about what it would take to be ready.

The Work

In partnership with SciFutures, I designed and facilitated a futures-oriented session built around a set of bespoke future artifacts — tangible, richly detailed representations of plausible near-futures that made abstract technological shifts concrete and discussable.

Rather than presenting conventional trend data or technology roadmaps, we immersed the audience in carefully constructed scenarios depicting how AI-driven change could alter the relationship between financial institutions, their customers, and their people. Each artifact was designed to be provocative but credible — close enough to feel inevitable, specific enough to generate real strategic conversation.

Facilitated group exercises invited leaders to pressure-test these futures against their own domains — identifying the signals already visible in their work, the assumptions most at risk, and the questions their organizations needed to start asking now.

The Outcome

Senior leaders across functions and geographies left the session with a shared language and a common orientation toward near-term AI-driven change. By grounding strategic conversation in vivid, plausible futures rather than abstract forecasts, the session helped leadership move from passive awareness to active readiness — better equipped to ask the right questions and begin mapping the organizational responses required to meet what's coming.

370%
E-commerce sales growth at Walmart Mexico between 2019 and 2023

10yr
Innovation roadmap delivered to guide operational transformation

16+
Opportunity areas developed across retail, digital, and community

1
Executive presentation delivered directly to the CEO and senior leadership team

Interested in working together?