Transforming Travel for a Boutique Financial Services Firm

Background

A UK-based financial services firm with 100 employees, including 20 in Middle Eastern offices, managed 500 annual trips for client meetings and investor events. Their travel programme struggled with:

• Premium Cost Overruns: Uncontrolled bookings led to 25% overspending.

• Manual Processes: Expense reports took 12 hours monthly to reconcile.

• VIP Traveller Needs: High-profile clients required bespoke travel arrangements.

• Sustainability Expectations: Clients demanded eco-friendly practices.

Solutions Implemented

GTM crafted a premium, personalised solution:

• Smart Expense Tools: Automated expense tracking with VIP-specific allowances streamlined reconciliations.

• Custom Reporting: Tailored reports tracked premium travel spending and compliance.

• Green Travel Options: The GTM Carbon Offset Programme helped prioritise low-emission suppliers and offsetting for all trips.

Outcomes and Benefits

• Time Savings: Expense reconciliation dropped to four hours monthly and VIP bookings were 70% faster.

• Cost Savings: Controlled bookings saved 20% (£100,000 annually).

• VIP Satisfaction: Concierge services delighted clients and executives.

• CSR Success: Offsetting 150 tonnes of CO2 met client expectations.

Testimonials

• “The concierge service ensures our VIPs receive top-tier travel experiences.” – V.S., CEO, Financial Services Firm

• “Green travel options align with our clients’ values, enhancing our reputation.” – N.R., Client Relations Manager, Financial Services Firm

• “Expense tracking is now seamless, even for complex trips.” – H.P., Finance Director, Financial Services Firm