Growth Strategy & Enhanced Digitization For A Financial Services Back-office


A high profile financial services back-office company.


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

Domain / Industry:

Finance / Banking and Financial Services

Business Overview:

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


Enable enhanced client acquisition mechanisms through automation and growth strategy.

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.

Project Duration:

1 Month