BluePeak Finance
Mid-Market · Financial Services · £96,000 ARR · Owner Keyur Jolapara
- Lifecycle stage
- Expansion
- Renewal
- 05 Apr 2027 (205 days)
- Last contact
- 3 days ago
- Last refresh
- 1 day ago
- Previous score
- 85/100
- Assessment confidence
- High
Customer context
- Customer goal
- Reduce client onboarding cycle time for the advisory desk.
- Original purchase reason
- Manual KYC handoffs were adding a week to every new client.
- Primary use case
- Client onboarding workflow and document tracking.
- First-value milestone
- First client onboarded end-to-end in the platform — week 2.
- Current success milestone
- Advisory desk cycle time under 5 days — achieved and holding.
- Executive sponsor
- Nadia Osei, Managing Director
- Day-to-day champion
- Tom Beckett, Head of Client Operations
- Stakeholders
- Compliance lead, Advisory desk manager
- Contract start
- 10 Apr 2025
- Renewal date
- 05 Apr 2027
- Expansion potential
- Strong. Second business unit (mortgages) has requested a scoping session — approximately £30K ARR.
- Main blocker
- No risk. Expansion readiness is the active opportunity.
What changed?
- Product adoption 86 → 89 (+3)
- Business outcomes 85 → 88 (+3)
- Customer engagement 84 → 86 (+2)
- Support experience 82 → 84 (+2)
- Customer sentiment 88 → 90 (+2)
- Consistent improvement since the workflow builder rollout.
Why this matters
No risk. Expansion readiness is the active opportunity.
£96,000 ARR renews in 205 days. Recommended next action: Prepare a business case for the mortgages team expansion ahead of the next review.
Five signals
Product adoption
+3 pts89/100
Previous 86 · Weight 30% · Contribution 26.7 pts
- • Weekly active users up 12%
- • All 5 key features in use, including the newest workflow builder
Business outcomes
+3 pts88/100
Previous 85 · Weight 25% · Contribution 22.0 pts
- • Onboarding cycle time reduced from 9 days to 4.5 days
- • Both agreed milestones achieved and evidenced by the customer
Customer engagement
+2 pts86/100
Previous 84 · Weight 20% · Contribution 17.2 pts
- • Sponsor attended all three recent reviews
- • Champion requested a roadmap session
Support experience
+2 pts84/100
Previous 82 · Weight 15% · Contribution 12.6 pts
- • One low-severity ticket resolved in 3 hours
- • No open issues
Customer sentiment
+2 pts90/100
Previous 88 · Weight 10% · Contribution 9.0 pts
- • Positive sentiment across the last three meetings
- • Customer joined a webinar panel
Six-month health history
Consistent improvement since the workflow builder rollout.
AI risk analysis
Deterministic, context-aware analysis generated locally from this account's signals — no external API. The service layer is isolated so a real model can be connected later.
Recommended actions
Next 7 days
- • Review every open and recent ticket with support and summarise the pattern for the customer.
Next 30 days
- • Agree a defect-prevention plan with engineering and report progress at the next review.
- • Build the expansion business case with the sponsor and align it to their budget cycle.
Activity timeline
No recorded activity yet. Log a touchpoint, draft a re-engagement message or add a task and it will appear here.