The Project:

IFA Dataflow is a Fintech company based in the UK, providing automated Income Reconciliation Services to Independent Financial Advisors (IFAs) and Financial Institutions in the UK. Ian Lane, the Managing Director of IFA Dataflow, contacted me to write a series of case studies to showcase some of his company’s work for their new website.

Activity:

I interviewed a series of IFA Dataflow clients to understand their projects and IFA Dataflow’s work with them. Each interview was held over Zoom and recorded so I could refer back to it while writing the case study. The interviews lasted up to 30 minutes and involved a set of pre-planned questions about the service provided by IFA Dataflow.

After each interview, I produced a draft case study in Canva, which Ian Lane reviewed and approved before sending it to the client for final approval and sign-off.

The end-to-end process, from the initial interview to sign-off, took approximately 2-3 weeks, depending on the client’s internal approval process.

The Result:

Ian was really happy with the case studies, and they are now on the website – adding value and demonstrating the capabilities of IFA Dataflow and the success it brings to their projects. The case studies showcase IFA Dataflow’s client work and demonstrate their expertise and experience for prospective clients. The case studies are now a key part of their sales pipeline process.

The images below are samples of some of the case studies.