Our client, a shared service organization serving affiliates that comprise the second-largest family of independent broker-dealers in the United States, had experienced tremendous growth, having acquired eleven financial institutions last year and constantly bringing on new brokers. However, they were struggling to adapt to this growth due to a lack of agile-focused support from their current agency. This agency was recommending the client hire a full team, costing $500,000 over three months, which would consume a major percentage of the client's budget for the entire year. The client sought Beacon Hill Technologies' expertise to explore alternative options.
Our team identified the client's need for a more agile-focused approach and recommended starting with an Agile coach to provide Agile advice and assist with processes. We identified a highly experienced Agile coach via LinkedIn, who offered two thirty-minute sessions to uncover the client's pain points and challenges and provide recommendations for implementation. The client was delighted with the sessions and hired the Agile coach.