Service redesign: Client Experience for a fintech onboarding team

Mila Reed led a eight-week wellness engagement for a fintech onboarding team, using client experience as the anchor and keeping the work practical enough for a small team to maintain.

Contexta fintech onboarding team needed a focused eight-week engagement that could move without a large internal team.

Mila Reed's roleOwned Coaching, Program Design, Habit Systems and translated the work into decisions the team could maintain after handoff.

OutcomeReplaced a brittle spreadsheet workflow with a shared source of truth.

Stack and methodsOperations, Client Experience, Coaching, Program Design

Back to profileAvailable for workshops and audits