Financial services companies thrive with Journey
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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
So far, our client has seen progress with remarkable results in each of their business areas.
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
Strengthened security with a systematic risk committee
Key results
Over the course of two and a half transformative years, our client’s journey unfolded with remarkable results:
5.5X
ROI
Statistics
50%
100%
YoY Revenue Growth
Before Journey
After Journey
