⬡ CASE STUDY
Luxury lifestyle management
Insignia is an all-encompassing luxury lifestyle management company with more than 20 years of experience in servicing the needs of high-net and ultra-high-net-worth individuals (H/UHNWIs) by offering them a wide portfolio of the world’s most desirable premium payment cards and concierge services.
Challenges
- • Insignia plans to optimize their processes
- • It is essential to allow growth and enter new markets
- • The process works well, but is not scalable
- • Knowing the customer preferences is not optimize
- • Upsell is not as successful as it should be
Results with Theta
- • Theta has done a complete analysis of Insignia Finance and Life Style Services
- • Theta has identified weak areas and areas to improve
- • A system concept to allow the automation of bookings (IBE) was provided
- • A process optimization plan to grow revenue was established
- • Building of the booking engine
We didn't know if Theta would be able to solve our problem in the expected time and we took the risk. We're very satisfied with the result and will be entrusting them with the support of our customer interface (sales site and customer/owner site).
Discover the process
We didn't know if Theta would be able to solve our problem in the expected time and we took the risk. We're very satisfied with the result and will be entrusting them with the support of our customer interface (sales site and customer/owner site).
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Setting up the company's "problem"
Before Theta
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Actions deployed
By Theta
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Business situation
After Theta
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