Competitive Pressure to Technology Enabled Growth in Financial Services
Evolve.i supported a financial services organisation to redesign its operating model, improve client-facing workflows and strengthen its technology direction, helping the business stabilise its client base, improve conversion and reposition for sustainable growth.
SECTOR
Financial Services
CHALLENGE
The organisation faced increasing competition from digitally enabled market entrants offering faster workflows and more responsive client experiences.
While it had an established client base and strong relationships, manual processes, fragmented technology and limited visibility across the client journey were constraining responsiveness, client acquisition and scalable growth. Expanding the business increasingly risked requiring additional headcount.
The challenge was therefore broader than technology. The organisation needed to align its operating model, people, processes and technology around a more scalable growth strategy.
IMPACT
The redesigned operating model and technology direction strengthened the organisation’s ability to retain clients, convert new opportunities and scale with less operational friction.
10% - 15% Client retention improvement
~30% Increase in new client conversion
40% Reduction in manual workflows
15% - 25% Improvement in team capacity utilisation
Transformation investment on track for ROI payback within 12 months.
Client Disclaimer:
This project has been anonymised to protect client confidentiality, with identifying and commercially sensitive information removed or generalised.
Quantified impacts represent indicative improvement potential identified through the redesigned operating model and technology direction. They are not independently verified client results, guaranteed financial outcomes or a client endorsement.