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boutique financial services
From Start-Up Chaos to Scalable Success
Revenue Capacity increased by >200%
RevOps Alignment, saving time by 40%
Customer Happiness increased by 30%
Team Onboarding reduced by 60%
Profits
increased by >50%
COR partnered with a boutique financial services consulting firm to build their operational foundation and prepare them for scale. Starting with processes, workflows and documentation, we laid the groundwork for consistency, efficiency, and growth.
As their team doubled and their client demands grew, we implemented a custom web app to centralize operations and streamline client management.
Synergy Optimized
Synergy Optimized
Culture & Ops
By aligning the organizational culture with operational workflows, we ensured that the improvements were not just technical but also aligned with the company's values and goals. This created a seamless transition to new processes without disrupting the company’s culture.
Ops & Results
Ops & Results
Streamlining operations not only improved internal efficiency but directly impacted revenue growth.
The COR BizOS platform ensured continuous visibility into the client journey, enabling the team to prioritize effectively and drive results quicker and easier.
Results & Culture
Results & Culture
The significant increase in revenue and project capacity cultivated a culture of continuous improvement and success, fueling further growth and reinforcing the company’s commitment to excellence.
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