Built services to differentiate and add revenue

Case study:

Built services to differentiate and add revenue

  • A market-leading broker faced increasing growth and margin pressure from digital challengers
  • Despite strong brand awareness and customer trust, relationships remained transaction-led, limiting repeat business and customer lifetime value
  • Management lacked scalable levers to deepen customer relationships and build additional revenue streams beyond the transaction
  • Identified buyer and seller needs, pain points and high-value moments across the full customer lifecycle beyond the core transaction
  • Designed a focused ancillary services portfolio anchored in customer relevance and willingness to pay
  • Sized revenue potential across prioritized services
  • Recommended delivery models per priority service and prepared pilots with defined scope, success criteria and governance
  • Defined a focused ancillary services portfolio and identified €5m EBITDA potential across prioritized services
  • Prepared pilots for prioritized services with clear scope, success criteria and governance

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