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CASE STUDY · FINANCIAL SERVICES

Transformation into a data-powered leader

$100m

Sale to ANZ

Data-led

Operating model

Board-ready

Reporting

OUR APPROACH

How we approached it

We worked with Cashrewards to build the data foundations of a data-led organisation: the core metrics, the customer and loyalty analysis, and the reporting that leadership and investors could rely on. Alongside the deliverables, we built capability inside the team so the organisation could keep running on data after the engagement ended.

THE CHALLENGE

What was in the way

Cashrewards ran a large loyalty and rewards business but its data was not yet an asset the board and investors could lean on. To support a major corporate transaction, the company needed trusted metrics, a clear view of customer value, and the analytical capability to stand behind the numbers.

THE RESULTS

What changed

Cashrewards moved from ad-hoc reporting to a data-led operating model. The metrics and analysis supported the company’s $100m sale to ANZ, giving the board and the acquirer a defensible view of the business.

Xephyr are a SWAT team of experts who came in and delivered on my strategic and urgent initiatives. They provided me key data insights to support the sale of our business and optimise our future growth.
Bernard Wilson headshot

Bernard Wilson

Chief Executive Officer, Cashrewards

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