A High-Growth Fintech Company Struggling to Migrate Customers into their Business Post Acquisition
A high-growth fintech company had acquired a global client base from a partner, and needed to migrate 75% of ARR in year one to ensure further investment. They had tried to set up a program to drive the initiative forward, but with minimal success.
We were bought in to bolster the team in a leadership capacity, and boost their approach to migrating customers into their business. We coached the senior leadership team and outlined a business development lead campaign using new media. We focused the campaign on communicating using customer pain points, and rolled this out via email, webinars and video which led to high interest and engagement from acquisition customers.
This program alone resulted in three top 25 clients migrating within 6 months.
An established service company struggling to position their tech product in the market and build the systems to achieve growth.
An established services company was looking to diversify their business by creating a tech spin-off to help their FTSE500 customers build stronger cashflow management systems. They had tried traditional routes of referrals, networking, demos and going on a roadshow but results were slow
I was bought in with the objective to help identify different strategize to optimize their PR, marketing and sales process. They needed new a fresh approach to generate leads and build credibility in the market that would lead to higher sales conversions.
On top of this they wanted to optimize their operational capabilities across people, product and process to lay the platform for systematic and efficient growth.
I coached the CEO, created messaging that spoke in the customers language and we deployed new media tactics to create interest and engagement with prospects.
A High Growth Fintech Battling to Setup Local and International Operations on their road to expansion.
A Fintech was going through a period of growth which had resulted in their client base increasing both in terms of number and geographic locations. Overnight they had expanded 5X.
As the business scaled so things were starting to fall through the cracks, so I was bought in to setup a system to achieve lean scaling control and efficiencies
I worked hand-in-glove with the senior management team to outline a 90-day program of work that would be implemented across all business functions
Directing and coaching a new team I managed to:
- Improve cross functional collaboration through providing space to communicate, and a framework to follow
- Upgrade critical part of customer facing activities, allowing for teams to work in-sync, provide better support and communication to customers, standardize products/service, and improve financial wellbeing
- Breakout customer support allowing for better responsiveness to customers and improving the lifetime value.