Finance / Banking and Financial Services
1 Months.

GROWTH STRATEGY & ENHANCED DIGITIZATION FOR A FINANCIAL SERVICES BACK-OFFICE

CLIENT

A high profile financial services back-office company.

CONSULTANT

A Business Strategist & Offshore Delivery expert with over 17 years experience.

BUSINESS OVERVIEW

Client's primary growth has been through preliminary internet research of prospective clients and pursual and initial closures over email.

TASKS ACCOMPLISHED

-- A refined marketing and outreach strategy to add more clients - improve processes around acquiring, converting and sustaining a client.

-- Assessing and implementing trending and relevant automation resources to automate processes in the client's industry.

-- Enhance brand value and ticket size to enable a move to higher value assignments.