Corporate services & advisory
A trusted advisory business stopped referring account demand away and launched an own-brand account and payment proposition for its clients.
Clients onboarded
32 businesses
Month 1
Web app
Month 2
Personal
Month 3
iPhone
32
businesses onboarded
Starting point
The firm already had the trust of businesses that regularly needed multi-currency accounts and payments. It understood the customers and their needs, but the financial product sat outside its own proposition.
The barrier
Every referral sent account fees and the ongoing customer relationship to a bank or another provider. The firm helped create demand but did not own the product experience or the recurring financial activity that followed.
The route
The implementation focused on the smallest meaningful step first, then expanded after the commercial and operational model became clearer.
A branded web product gave existing clients a direct route into accounts and payments without handing the full relationship to a third party.
Personal accounts followed in the second month, after the initial business account journey was established.
An iPhone application launched in month three, with Android planned next, extending the same proposition across channels.
The outcome
The firm onboarded 32 businesses and began earning from the account and payment activity that it previously referred away. Within three months, the proposition had expanded from a branded web application to personal accounts and an iPhone app.
Month 1
branded web app live
Month 2
personal accounts added
Month 3
iPhone app launched
Start with your situation
Explore how accounts and payments could become a branded extension of the relationship you already own.
