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.
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.
Objective:
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 Months.