Financial Services Companies Thrive with Journey
Stay ahead in the financial sector with cutting-edge strategies, tools, and insights that fuel growth and innovation.
How a Financial Services company achieved 100% YoY Revenue Growth with Journey
STARTING POINT
Industry
Financial Services
Ownership
PE & Principal Investors
Assets Under Management
$10B
# FTES
143
Journey Start Date
November 2022
Goals
Grow from $10B AUM to $50B AUM in 5 years
Develop new growth engines
Improve strategic planning
Improve speed of execution
Key Breakthroughs
Over the course of our client’s journey thus far, each business area progressed with remarkable results
Strategy
Introduced Quarterly Business Reviews (QBRs)
Utilized competitive intelligence for strategic planning.
Sales
Expanded sales team significantly
Leveraged competitive intelligence for a competitive edge.
Marketing
Developed high-impact marketing strategy with quarterly campaigns.
Operations
Strengthens security with a systematic risk committee.
Key Results
Introduced Quarterly Business Reviews (QBRs)
Utilized competitive intelligence for strategic planning.
5.5X
ROI
Over the course of two and a half transformative years, our client’s journey unfolded with remarkable results:
Statistics
50%
100%
YoY Revenue Growth
Before Journey
After Journey
