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Delivering sustainable and scalable growth

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Back to Case StudiesMulti-jurisdictional Trust Company Profitability Optimisation

Delivering sustainable and scalable growth

Introduction

Optifi integrated operations, surfaced performance data and upgraded client experience to transform this multi-national Trust Company's profitability.

The Challenge

Tied down by fragmented financial processes and under-leveraged performance data, our client's ability to drive profitability was restricted. We identified that their lack of actionable insights into billing, recoverability and utilisation was contributing to their struggle with growing their revenue.

Social Proof

What we delivered…

Annualised uplift of 14% EBITDA across implemented and sequenced initiatives, with further gains forecast.

"The collaborative engagement with the team was key. We've delivered over 14% EBITDA uplift and now we have the data, tools, and structure to scale our profitability sustainably."

— CEO, Multi-national Trust Company
How we did it

Our approach

Growth

Sequenced and implemented initiatives to deliver a one-time recovery of 8% EBITDA and a total projected ongoing revenue uplift of ~14% EBITDA.

Analysis

Analysed time-spend data to inform pricing structure and tier management strategies, allowing the leadership team to make decisions based on evidence rather than instinct.

Integration

Streamlined workflows by aligning Quantios NavOne to dynamically support utilisation and recoverability KPIs.

Visibility

Improved visibility of business drivers and performance metrics by embedding PowerBI. Empowered leadership with one view of their client book to upgrade client tracking and experience.

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