$200M+ Financial Services Consulting Firm
THE SITUATION Firm had grown to have premium niche position within industry, but growth required expansion beyond original core business to new adjacent markets. Sales were primarily inbound and dependent…
THE SITUATION Firm had grown to have premium niche position within industry, but growth required expansion beyond original core business to new adjacent markets. Sales were primarily inbound and dependent…
THE SITUATION CEO desired to have greater visibility on pipeline with goal of improving win rate and overall sales growth. OUR APPROACH Developed customer segmentation to better align sales team…
THE SITUATION CEO and Board of Directors wanted to increase revenue growth and geographic presence of locations. OUR APPROACH Served as interim Chief Marketing Officer managing $20M+ marketing budget. Developed…
THE SITUATION Multiple acquisitions had diluted the organizational focus. Combined with increasing number of competitors, the marketplace was becoming more fragmented and the company was losing share. New product innovation…