Case Study
Los Angeles fintech offering payment processing for SMEs
Challenges:
Compliance Bottlenecks: Manual KYC processes delayed client onboarding by 7 days, causing 5% churn ($250,000/year).
Hiring Gaps: 120-day hiring for compliance staff slowed growth.
Fundraising Weakness: High burn rate (25% above target) deterred investors.
Results:
Onboarding: Cut onboarding time by 57% (7 to 3 days), reducing churn by 3% ($150,000/year saved).
Hiring: Reduced hiring time by 33% (120 to 80 days), adding 4 staff.
Fundraising Prep: Lowered burn rate by 15%, securing $7M Series B.
Automation: Saved 10 hours/week in compliance tasks.
