New Tech Platform & Model for Fintech Client
- Home
- Our Clients
- New Tech Platform & Model for Fintech Client
Case Summary
The Fintech client was seeking to replace manual processes to improve their customer experience, reduce inefficiencies, and scale their operations. Moondance Business Consultants were brought in to lead a new operating model and technology solution rollout.
The Challenges
-
Manual paper-based processes
-
Team capabilities and capacity gaps
-
Variability in customer experiences
-
Data migration from legacy systems
Our Solution
We conducted a detailed operating model review and oversaw a customer survey project to better understand user needs. Moondance also ran the full procurement process to select a new technology partner and managed the solution design and implementation.
The Results
-
Launch of a new customer portal
-
Underwriting workflow tool delivered
-
Vastly quicker customer application process
-
A scalable model aligned to future business growth
Case Details
Client Type / Sector: Fintech
Location: Ireland
Services Provided: Operating Model Design, Technology & Procurement Advisory, Programme Management, Customer Research
Let’s Work Together!
Get in touch or book a free consultation!
Previous Case study
Next Case study