FINANCIAL SERVICES CASE STUDIES
Project:
Develop and implement a digital strategy and platform for a large global bank and its customers
Business Results:
A 40% increase in new account conversions, a 30% reduction in paperwork and its associated costs and a multi-million dollar savings in credit losses
Project:
For a Fortune 100 insurance and asset management company, identify and stop the significant premium outflows and improve client retention
Business Results:
Over $100M in premium outflows were saved annually with a 25% client save rate. Since program inception, savings have exceeded $1B in premium and product fees
Project:
Create a de novo insurance practice
Business Results:
Built a fully functioning practice with over $25M in revenues within 18 months
Project:
Consolidate legacy customized products with a single updated global service and convert over 500 clients
Business Results:
Achieved overall revenue growth of over 200% in 2 years with a 65% increase from new clients through expanded global distribution
Project:
Grow institutional bank revenues organically and through cross-company collaboration
Business Results:
Grew assets under management exceeding $100B
Project:
Launch a defined contribution recordkeeping business in Canada
Business Results:
Grew assets to over $400M in 2 years through 25 new client relationships