Results

Case Study 1: Global Asset Manager (OCIO)

Sector: Asset Management (Outsourced CIO)

Team Size: 75+ salespeople across 7 global regions
Challenge: Performance Management at Scale

The Problem
A global asset management firm with an outsourced CIO business was managing 75+ sales professionals across seven regions using a patchwork of spreadsheets and local processes. Leadership had no unified view of performance. Sales teams didn’t understand how their activity connected to their compensation. Quota-setting was political. Performance reviews happened once a year - far too late to drive behaviour change.

What We Built

• Unified performance tracking across all regions with balanced scorecards combining quantitative and qualitative assessments

• Automated data feeds from multiple systems (CRM, finance, HR) to eliminate manual data entry

• Created transparency - every salesperson could see their score, how it was calculated, and where they stood against target in real-time

• Aligned incentives to strategy - scorecards mapped directly to the firm’s four strategic priorities

• Built governance - performance reviews moved from annual to quarterly, with mid-cycle check-ins
   

The Result
✔ One version of the truth for performance data across 7 regions
✔ 40% higher quota attainment driven by structured processes and real-time visibility
✔ 15% productivity gains - less time on spreadsheets, more time coaching
✔ Transparent, compliant incentives - audit-ready (MiFID II, fiduciary standards)
✔ Cultural shift - from hero-driven performance to systematic, coachable improvement

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Case Study 2: Wealth Management Firm

Wealth Management

Team Size: 40+ advisors

Challenge: From Opaque Bonuses to Transparent, Data-Driven Rewards

The Problem
A leading wealth management firm had grown through acquisition and organic expansion, but its incentive model hadn’t kept pace. Compensation was discretionary, opaque, and political. High performers felt undervalued. Average performers didn’t know what "good" looked like. Managers had no objective data to justify bonus decisions.

The result: attrition among top advisors, gaming behaviour, and a culture where hitting target felt like luck rather than skill.

What We Built

• Balanced scorecards with quantitative targets (new assets, revenue, wallet share) and qualitative metrics (client satisfaction, compliance, cross-sell behaviour)

• Transparent calculations - advisors could see exactly how their score translated to their bonus

• Automated data feeds for real-time visibility

• Rules-based approach that removed politics from the equation

• Coaching dashboards for managers to identify who needed support mid-cycle

The Result
✔ Trust rebuilt - advisors knew the rules and believed in the fairness of the system
✔ 10–15% productivity lift - less time on admin, more time with clients
✔ Higher quota attainment - structured processes meant more people hit (and exceeded) targets
✔ Retention improved - top performers stayed because they were recognised objectively
✔ Compliance confidence - transparent, auditable incentives meeting conduct risk standards

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Case Study 3: Asset Servicing Provider

Sector: Asset Servicing (Custody, Fund Administration)

Scale: €100M+ revenue, complex B2B sales
Challenge: RFP Chaos + Performance Blind Spots

The Problem
A fast-growing asset servicing firm had hit a "complexity ceiling." Revenue was €100M+, but growth had stalled. Two critical bottlenecks emerged:

1. Broken RFP Process: 85% of RFP responses required complete rewrites. Senior staff (€300K+ salaries) were spending 60% of their time on manual RFP assembly. Tribal knowledge trapped in individuals’ heads.
2. Performance Management Blind Spots: No real-time visibility into deal health or sales activity. Forecasts were guesswork. No data-driven way to coach underperformers or replicate top-performer behaviour.

What We Built

Workstream 1 - RFP Intelligence:

• Built an agentic RFP workflow with AI agents (Writer, Reviewer, Challenger)

• Automated response generation using past winning proposals

• Moved staff from "rewrite mode" to "review mode"

• Cut proposal generation time from 8+ hours to <1 hour per section
   

Workstream 2 - Sales Performance Management:
Designed an Individual Performance Cockpit with real-time pipeline visibility
AI-generated coaching signals
Data-driven accountability - no more gut-feel forecasts
Performance scorecards connecting individual activity to firm strategy

The Result
✔ €30M+ revenue opportunity identified (€18M from RFP win rates + €12M from SPM middle-lift)
✔ 85% → 30% RFP rewrite rate - most responses assembled from proven content
✔ 60% senior staff time freed up - reallocated to strategic client engagement
✔ Pipeline visibility - leadership could finally see and believe the forecast
✔ Institutional knowledge captured - no longer dependent on hero employees

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Case Study 4: Private Markets Startup

Sector: Private Markets (Alternatives/Private Equity)

Stage: Greenfield (no legacy constraints)
Challenge: Build a Commercial Engine from Zero

The Problem

A newly formed private markets firm had a blank slate - no legacy systems, no entrenched processes, but also no commercial infrastructure. They were operating on 5 leads per week (manual prospecting), 8+ hours per proposal, and no systematic way to identify signals, prioritise prospects, or scale outreach.
 

What We Built

An AI-native commercial platform from the ground up:
 

• Signal Taxonomy Engine - automated detection of market signals (fund launches, exec moves, regulatory changes, M&A activity)

• Fleet of AI Agents - Prospecting Agent, Meeting Prep Agent, Pitch Agent, Proposal Agent, Marketing Agent

• CRM & Performance Foundation - built on Microsoft Dynamics + Azure, real-time dashboards, embedded coaching
   

The Result

✔ 5 → 150+ signals per week detected and prioritised

✔ 5 → 40 qualified leads per week (8x increase in top-of-funnel)

✔ 8 hours → 1 hour proposal generation time

✔ Proprietary differentiation - a commercial engine competitors couldn’t match

✔ Scalable from day one - infrastructure built to support 10x growth

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