Multi-jurisdictional Trust Company Profitability Optimisation
The challenge
Our client faced fragmented financial processes and under-leveraged performance data, limiting their ability to drive profitability. A lack of actionable insight into billing, recoverability, and utilisation restricted revenue optimisation.
Our solution
The Team collaborated with the client to transform its profitability operating model by:
Sequenced and implemented initiatives to deliver a revenue uplift of ~14% EBITDA.
Embedded PowerBI to enhance visibility of business drivers and performance metrics.
Analysed time-spend data to inform pricing and tier management strategies.
Aligned Quantios NavOne to dynamically support utilisation and recoverability KPIs.
Key Benefits
Total projected ongoing revenue uplift of ~14% EBITDA.
One time recovery of 8% EBITDA
Enhanced MI, reporting, and pricing visibility.
Streamlined data and infrastructure for improved decision-making.
the optimisation
Estimated ROI
Annualised uplift of 14% EBITDA + across implemented and sequenced initiatives, with further gains forecast.
Multi-jurisdictional Trust Company Carve Out
The client, a global Wealth & Investment Management business, identified its Offshore trust company as non-core and initiated a project to carve out and consolidate the legal entity structure in preparation for sale.
Jersey
Family Office
A Jersey-based family office’s growing need for complex investment and performance reporting outpaced its internal capabilities. The lack of an integrated system led to inefficiencies in accounting, reconciliation, and compliance reporting.
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
