AI where it pays, for financial services CEOs
Underwriting, compliance reviews, reporting and client service are where AI pays first in financial firms. We start with you, put a number on every move, and build until your team runs it.
How a financial services company achieved 100% YoY revenue growth with Journey
STARTINGÂ 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
So far, the client has made progress in every business area.
Strategy
Introduced Quarterly Business Reviews (QBRs)
Utilized competitive intelligence for strategic planning
Sales
Expanded sales team significantly
Used competitive intelligence to sharpen the sales approach
Marketing
Developed high-impact marketing strategy with quarterly campaigns
Operations
Strengthened security with a systematic risk committee
Key results
The results after two and a half years:
5.5X
ROI
Statistics
50%
100%
YoY Revenue Growth
Before Journey
After Journey
