Elevating Support Operations for a US-Based Fintech Leader
Forging Financial Futures: Fueling Over $20 Million in Annual Revenue Impact Through Strategic Retention and Back-End Operations for One of America's Largest Digital Finance Platform
The Numbers Behind
Fintech Excellence
At the same time, we enable fintech companies to provide seamless, reliable, and scalable services to their customers.
+$20M
Annual Revenue Generation
65% to 90%
Enhanced successful bill negotiations
30%
Better Performance from Competition
Driving Retention and Revenue Generation
Key Challenges
Challenges
The client needed a strategic partner who could rapidly scale both customer-facing and back-end lines of business, including complex workflows like Bill Negotiations and Subscription Cancellations. They required a team capable of delivering consistent service quality, handling sensitive interactions, and maintaining strong operational standards as volume grew.
Optimizing Retention & Value Capture
Required specialized strategies within high-churn LOBs (like cancellations) to maximize customer retention and identify new revenue generation opportunities, ensuring a positive budget impact for users and the platform.
Operational Strength Through Seasonal Spikes
Needed a partner to optimize backend and support systems during organizational rightsizing and brand transition, without impacting service continuity.
Transformed Support Efficiency with Multi-Pronged Strategies
Revenue Generation & Retention
Implemented Business Process Reengineering across critical LOBs such as Subscription Cancellations and Bill Negotiations to secure annual value.
System Enhancements
Integrated expert teams across Backend Operations, Customer Support, and Data Management to ensure seamless end-to-end user experience.
Operational Initiatives
Established dedicated teams to manage the complexity of LOBs like Bill Negotiations, leading to successful value capture
for users.
Driving Financial Empowerment and Operational Excellence During Rapid Growth
Enhancing User Financial
Well-Being
Focused on empowering consumer financial health, resulting in a documented budget impact of $20–24 Million per annum unlocked for client.
Adapting Support for New Ecosystem
Maintained operational excellence through a major acquisition and rebranding, adapting support frameworks to the new Company’s ecosystem.
Enabling Growth and
Expansion
Provided the operational bandwidth necessary to support the company's rapid scaling and transition.



