CASE STUDY

Financial Services International Playbook

Financial Services

Template Design, Data Visualization, Customer Experience, Data Models

Opportunity

Taking a crawl, walk, run approach to product offerings, a greater consistency was needed in the solution which was highly fragmented across markets, with different approaches, configurations, value propositions, and operational support.

Approach

We reached out to international sales community and current client base, listened to their needs, challenges, and opportunities leading to more deals. And then we delivered a sales playbook covering marketing, pricing, risk, credit and implementation.

Results

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Opportunity

Taking a crawl, walk, run approach to product offerings, a greater consistency was needed in the solution which was highly fragmented across markets, with different approaches, configurations, value propositions, and operational support.

Approach

We reached out to international sales community and current client base, listened to their needs, challenges, and opportunities leading to more deals. And then we delivered a sales playbook covering marketing, pricing, risk, credit and implementation.

Results

A single international playbook that harmonizes the various market approaches, with voice of the customer at the forefront, along with a product-led mindset. 200% growth in sales, 25 new deals signed in 2020, and $7.17B, total PCV.

Let's build something together.

Our experts help leaders solve complex business challenges to deliver change at scale.

Get in touch