Sample project
A digital growth model for a national financial institution
Built a digital growth strategy connecting fragmented channel activity to a single, board-reportable growth model.
- Organisation
- Sample Financial Services Company
- Industry
- Financial Services
- Project type
- Digital growth strategy
- Period
- 2023–2023
- Role
- Led the strategy engagement, working directly with the CMO and digital leadership team.
Context
A national financial services institution had grown its digital marketing spend year on year without a shared framework linking activity to commercial outcomes. Teams operated in channel silos with inconsistent measurement.
Challenge
Leadership needed a growth strategy the board would accept, and teams needed a shared framework they could actually execute against without a full technology re-platform.
Approach
- Audited existing channel activity, spend and measurement approaches
- Mapped the customer journey against commercial priorities
- Facilitated a cross-functional strategy sprint with leadership
- Defined a phased, resourced growth roadmap
Execution
- Ran structured workshops across marketing, digital and analytics teams
- Built a shared measurement framework tied to board-level KPIs
- Established a quarterly review cadence to keep the roadmap accountable
Outcomes
- Board-approved digital growth roadmap adopted across teams
- Shared measurement framework replacing inconsistent channel reporting
- Clear ownership established for each roadmap workstream
Lessons
- A growth model only survives quarterly planning if it is co-built with the teams who own execution
Metrics
3
Previously siloed teams aligned to one growth model
Illustrative placeholder metric for sample project
Collaborators: Internal marketing team, Digital analytics function, External media agency
Tools: Similarweb, Miro, Google Analytics 4