Fintech

About 10x growth in about two years. Satisfaction from 84% to 98%. Retention improved by 2.5x.

Growth had outrun quality. The firm went from regular excellence to abysmal. Everyone knew there was a problem. Nobody could see it, and there was no data to fix it.

Fifteen minutes. We will tell you if this pattern is yours.

The starting point

The firm was growing at a rate where quality tanked. They went from regular excellence to abysmal. Everybody knew there was a problem. They could not contextualize it, and they did not have the data to fix it.

What we did

  1. 01

    The extra work, removed once

    We analyzed the problem and found bottlenecks that were doubling the amount of work that should have been done. Removing them reduced volume by 50%. That is one change: the work came back to what it should have been.

  2. 02

    A staffing roadmap

    A clear staffing strategy protected margins and still provided consistent, excellent service.

  3. 03

    Automation at scale

    Automation tracks these issues as the firm grows, so the same leak does not have to be rediscovered by hand.

  4. 04

    Reactive to proactive

    The business moved from reacting to the last failure to seeing the issue before it became the customer’s problem.

What they have now

  • About 10x in about two years

    Growth was about 10x over about two years.

  • 84% to 98%

    Customer satisfaction moved from 84% to 98%.

  • 2.5x retention

    Retention improved by 2.5x.

  • Jobs sought inside the company

    Employees started seeking the next job internally instead of leaving to find it.

  • Weekends off

    Managers and owners could take weekends off. Systems were in place they could trust to deliver the customer experience.

If this pattern is yours, start with 15 minutes.

A Peace Talk names the bottleneck and whether a clear 90-day return is realistic. If we are not the fit, we will say so.

All four results