BUSINESS SERVICES · COMMERCIAL ANALYTICS
A £3m gap to plan, explained and actionable.
Revenue gap drivers explained, with clear actions to close them.
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The situation.
An investor service provider had recently built a data ingestion and portfolio-monitoring platform but struggled to generate value from it, even as fund-manager clients increasingly required integrated platforms to store and view data.
The process.
We ran in-depth interviews with internal teams and client customers to understand evolving needs, evaluated gaps and opportunities across the product, operating model, go-to-market approach and tech infrastructure, and benchmarked competitor offerings to surface best practice. The output was a structured gap analysis backed by interview quotes, best-in-class playbooks, and a clear set of recommendations.
The outcome.
We identified a £30 to 90m revenue opportunity, gave senior stakeholders a clear view of organisational strengths and gaps, and mobilised cross-functional teams to begin executing near-term initiatives against a twelve-month roadmap.
MORE WORK
Other engagements.
BUSINESS SERVICES · COMMERCIAL ANALYTICS
Multi-million data upside, and 20% less churn.
Churn reduction opportunity identified.
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BUSINESS SERVICES · COMMERCIAL ANALYTICS
10 to 30% one-off ARR from pricing hygiene.
One-off ARR opportunity from standardising pricing.
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