800 TO 800,000: How A FinTech Survived Its Own Success
Imagine a fintech company that starts with about 800 customers. At that stage, customer enquiries are manageable. The support team knows the product, and QA can review conversations, score agents and provide feedback. Then the business takes off. The customer base grows rapidly — eventually reaching 800,000 customers. Enquiries increase. The support team expands. More conversations happen across more channels, involving more agents and increasingly complex customer issues. The business has successfully created demand. Now it has to manage the volume that comes with it. The Problem Isn’t Customer Service. It’s Visibility. The fintech can still answer its customers. The challenge is knowing how many of those conversations are actually being handled well. At smaller volumes, manual QA sampling works. But as interactions multiply, reviewing enough conversations becomes increasingly difficult. And when the same issue keeps appearing, it can become difficult to know whether the root ca...