FinTech
Simplifying Success: Streamlining the Technology Landscape to Pay Dividends in FinTech Growth
Delivering £1.3m in annual savings through strategic consolidation of data infrastructure and CRM operations for a rapidly growing FinTech.
£1.3m
Annual Savings
40%
Data Spend Reduction
4 months
Timeline
The Challenge
A FinTech scale-up had accumulated significant technical debt through rapid growth. Multiple data warehouses, overlapping analytics tools, and three separate CRM instances were costing ~£2m annually with deteriorating performance and data quality issues.
The business needed to rationalise its technology estate without disrupting operations or losing critical functionality. With pressure from investors to improve unit economics, cost reduction had to be delivered quickly while maintaining service quality.
Our Approach
We conducted a rapid discovery across data and CRM estates, mapping usage patterns, identifying redundancy, and quantifying costs. A consolidation roadmap was designed with quick wins (tool retirement) and strategic migrations (data platform consolidation).
We led the unification of three CRM instances into a single Salesforce org, migrated from multiple data warehouses to a modern cloud data platform, and automated previously manual reporting processes. Change was delivered in parallel workstreams with continuous stakeholder communication to manage risk.
The Impact
Within 4 months, the business achieved £1.3m in annualised cost savings—exceeding the original £1m target. Data infrastructure spend reduced by 40% through warehouse consolidation and query optimisation.
CRM licensing costs dropped by 60% through instance consolidation and license right-sizing. Operational benefits included faster reporting (3x improvement), better data quality, and reduced maintenance overhead. The technology team could now focus on product development instead of infrastructure firefighting.