Delivering sustainable and scalable growth

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.
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."
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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Read moreDiscover how Optifi can drive growth in your Trust Company. Book a 20-minute demo with our team.
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