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STRATEGY

FINTECH FIRM

This firm provides debt management services.

CASE STUDY

OUTCOMES

22

New Opportunities

5

Opportunities Fully
Vetted Through
Qualitative And
Quantitative
Screening Tools

2

Business Plans To
Successfully Enter
The Market
Creating New Opportunities for Growth
Problems
Our client wanted to diversify their client base and identify opportunities that would continue to drive strong revenue growth while increasing the valuation of the firm. They had an internal Corporate Development Group that identified some opportunities. However, none proved to be viable.
Solutions
Company Expert leveraged its Professional Services capabilities map to baseline the organization. We developed a heat map which allowed us to identify and gain alignment with the client on those capabilities that could be leveraged for future opportunities.
We scanned the financial services industry to identify potential opportunities for the firm coming up with 22 business opportunities that warranted consideration. We subsequently filtered them down to 8 based priority opportunities based on evaluating each through multiple quantitative factors and conducted additional market research to further narrow the list to 5. We developed a summary industry overview and opportunity analysis for each of the opportunities which led the client to develop full business plans for the top 2.
Outputs
  • Capabilities Heat Map
  • Detailed Capabilities Assessment
  • Primary and Secondary Market Research
  • Quantitative Filter Analysis – e.g., strategic alignment, financial alignment, industry size
  • Product Entry Framework Illustration
  • Interview Key Themes
  • Industry “Lite” Assessments
  • Business Plan

STRATEGY

FINTECH FIRM

This firm provides benefit software to the financial services industry.

CASE STUDY

OUTCOMES

NEW

Organizational
Structure That
Improved
Accountability

NEW

Operating Model To
Fully Optimize The
Professional
Services
Department
Optimizing the Organization for Success
Problems
Our client was struggling to grow its margins in the professional services arm of its FinTech business. This department provided outsourcing services to companies that had purchased its FinTech platform.
Solutions
Company Expert leveraged its Professional Services capabilities map to baseline the organization against best in class organizations.

Weak capabilities were identified for further analysis. One major area of concern was their project management capabilities – the center of everything they did. Company Expert assessed their process, outstanding projects, and methodologies across the entire organization.

We recommended best in class program and project management practices to improve their delivery of their services. In addition, we designed a new organizational and operating model to improve accountability and oversight.

Outputs
  • Capabilities Heat Map
  • Organizational Model Maturity Curve
  • New Operating Model
  • New Organizational Chart
  • Program and Project Management Assessment Chart
  • Recommendations and Roadmap

STRATEGY

FINANCIAL SERVICES FIRM

This company was a regional bank that provided traditional banking and financial services products to its clients.

CASE STUDY

OUTCOMES

70+

Recommendations
To Optimize Their
Organization

3 YR

Roadmap And Change
Management Plan To
Transform The
Business

NEW

Vision, Strategic
Outcomes, And
Goals
Creating a Vision and a Plan for Success
Problems
This regional bank had three under performing business lines and not a clear, well articulated strategy. They brought in Company Expert to create a vision and strategy and to develop recommendations to scale and optimize their operating model.
Solutions
Company Expert started by baselining the organization through an assessment of their HR, Technology, Processes, Metrics, Capabilities, and Organization. The result of this work was a solid understanding of their current state.

We then created the bank’s future state by creating a vision, strategic outcomes, and goals.

Next we developed over 70 recommendations to close the gap between their current and future state. Given the magnitude of change we developed a transformation and change management plan for them to implement.

Outputs
  • Vision, Strategic Outcomes and Goals
  • Transformation Plan
  • Change Management Workshop
  • Change Management Plan
  • Management Reporting Best Practices
  • Operating Model Assessment Including – HR, Technology, Processes, Metrics, Capabilities, and Organization

STRATEGY

FINTECH FIRM

This company was a FinTech company that focused on providing point solutions to financial service companies.

CASE STUDY

OUTCOMES

1

Divested One Of
Their Business Lines

FACTS

They Were Left With
Facts,
Recommendations,
And Data To Grow The
Remaining Business
Line
Evaluation of their Business Lines Against Market Opportunity
Problems
Our client, a FinTech firm had two core business lines – one focused on the retirement industry and one on the mutual fund industry. They were a midsized FinTech firm that had limited resources. They wanted a third-party to assess these business lines against market opportunities to determine where they should focus their resources.
Solutions
We conducted market research to identify the market size and growth of each market and determined the size of the addressable market. We analyzed their existing P&L and developed pro forma financials. In addition, We conducted an overall competitive assessment of their products against key competitors to identify the client’s key strengths and areas needing for improvement.

Based upon the results of our analysis, we recommended that the client exit one of the business lines and focus their resources on the better opportunity. The client agreed with our recommendation and exited the one business.

Outputs
  • Benchmarking Against Competitors
  • Sizing the Market
  • Sales Segmentation
  • Assessed Each Product Against the 4 Levers of Growth – e.g., Optimize Distribution, Enhance Existing Products, Pursue Adjacencies, Grow Inorganically
  • Industry Research
  • Financial Modeling