Customer journey consulting that moves every metric

We deliver customer outcomes you can take to the bank.
Customer journey consulting that moves every metric
Firstsource's consulting deliverable is at par, if not better, than any Big 4 consulting deliverable.
A Firstsource Client
COO, Major UK Building Society
WHY THIS MATTERS

Whats making CX transformation harder to deliver

Three forces shaping the CX landscape for operations leaders right now.
CX Quality in Free Fall
CX Quality in Free Fall

39%

of US brands saw significant CX quality decline in 2024. The third consecutive year of decline. Customers are noticing.
Stagnated Experience
Stagnated Experience

55%

of customers say they feel like they're talking to separate departments, not one company. Silos destroy loyalty.
CX Programs Miss Target
CX Programs Miss Target

52%

of digital transformation programs fail to meet their business outcome targets. Strategy disconnects from execution at the seam.
PROVEN OUTCOMES

What customers experience after we engage

Numbers from live CX engagements that ran and stayed running.

~95%

digital adoption achieved

by a leading UK organization, after CX transformation redesign of every digital channel and customer touchpoint.

50%

faster client onboarding

for a leading US healthcare payer, after customer journey redesign across the onboarding experience.

25%

lower call handle time

for a US home-loan provider, after contact center modernization and process redesign across the customer service operation.
CX Transformation solutions

What we do, and how we do it

Our practices are built to convert from advice into customer outcomes.

CX strategy

We turn customer experience from a cost center into a competitive advantage through strategy, benchmarking, and a prioritized roadmap. As-is assessments across people, process, and technology shape a to-be experience design, technology architecture, and implementation roadmap.

Customer journey mapping

We identify every point of friction before customers walk away through persona development, journey mapping, and inside-out and outside-in analysis. The result is a best-in-class future-state journey and a target operating model built from the journeys up.

Agentic enablement

We deploy governed, accountable, domain-ready AI agents across contact centers and back-office operations, following a five-pillar AI readiness assessment. Clients typically achieve a 15% to 20% uplift in digital deflection with solutions that are deployed and running, not just recommended.
WHO WE SERVE

AI-led transformation, nine sectors deep

Domain depth built from running AI-enabled operations, not studying them.
AI that banks can defend
Banking

AI that banks can defend

AI readiness scoring and agentic enablement for FinCrime, KYC, and complaints operations. Governance, traceability, and CFO-defensible ROI built in from day one.
Churn down. Margins up.
Communications

Churn down. Margins up.

AI strategy and agentic enablement for retention, care, and billing operations across telco, wireless, and broadband. A board-ready roadmap with adoption built in, not bolted on.
Learners up. Cost down.
EdTech

Learners up. Cost down.

AI readiness assessment and agentic enablement for enrollment, learner support, and assessment operations. Scale globally with change intelligence that holds.
Auto adjudicate. Don't re-adjust.
Health Plans

Auto adjudicate. Don't re-adjust.

AI strategy and agentic enablement for claims, prior auth, and member services. Lift auto-adjudication rates and cut adjustment costs with governance and adoption.
RCM, reimagined with AI
Healthcare Provider

RCM, reimagined with AI

AI readiness scoring and agentic enablement for revenue cycle, patient access, and contact center operations. Cut denials and admin burden while keeping clinicians and care teams in the loop.
Subscribers won. Lean operations.
Media

Subscribers won. Lean operations.

AI strategy and agentic enablement for subscriber operations, ad ops, and content workflows across streaming and publishing.
Every channel. One AI operation.
Retail

Every channel. One AI operation.

AI readiness scoring and agentic enablement for customer care, returns, and omnichannel ops. A prioritized roadmap that protects peak season and lifts loyalty.
Regulated. Ready. Resilient.
Utilities

Regulated. Ready. Resilient.

AI strategy and agentic enablement for billing, customer care, and field-support operations. Governance and EU AI Act traceability built in, with change intelligence attached.
WHY FIRSTSOURCE

Customer operations redesigned for measurable savings

A leading UK organization transformed customer operations to reduce cost-to-serve and improve customer experience.
How we transform Customer experiences

Transform. Implement. Operate.

Three phases. One continuous motion. Select a phase to see how it works.

Understand every journey your customer takes

Before a single recommendation is made, we map your operations from the customer's vantage point. Every touchpoint is surveyed for friction. Every process is benchmarked against what is achievable in your sector. You leave the diagnostic with a prioritized roadmap, not a framework but a real action plan.
  • End-to-end customer journey mapping
  • Customer persona development
  • Contact center and back-office process benchmarking against sector best-in-class
  • AI and automation readiness assessment

Redesign every touchpoint that matters

We define the future-state experience in precise terms: what customers see, what agents know, what processes run, and what technology supports it all. The implementation roadmap is built around a business case your leadership can defend, with committed benefit targets and a sequenced delivery plan.

Define: Experience and requirements design

  • To-be customer journey design
  • Contact center operating model
  • Business case with ROI model
  • Sequenced implementation roadmap

Design: Technology and service architecture

  • GenAI and automation intervention design
  • POCs for high-value initiatives
  • Change and adoption management plan

Deploy with the team that designed it

Our consultants lead deployment and stay through go-live. Where the client chooses it, we transition into steady-state operations. The same firm that designed the change is accountable for the outcome. Kairos compounds intelligence with every interaction, so CSAT and Net Promoter Score (NPS) improve over time rather than plateau.

Lead, land, and run

  • Implementation owned, not handed over
  • Change and adoption management
  • CSAT and NPS benefit tracking
  • Transition to steady-state operations
TESTIMONIAL
Firstsource CX strategy deliverable was super comprehensive and thorough, one of the best I have seen.
COO
Testing Solutions Service Provider
What Firstsource Consulting provides is a team of experts who can be real partners with us in driving innovation.
CEO
News Publication
Firstsource's consulting deliverable is at par, if not better, than any Big 4 consulting company deliverable.
COO
Major UK Building Society
INSIGHTS

Latest from the Firstsource team

Insights from the field, real operations, real outcomes, and perspectives from the people making it work in live operations.
RPA vs cognitive automation understanding the difference 2
BLog

RPA vs cognitive automation understanding the difference 2

Understand the key differences between RPA and cognitive automation—and how to choose the right approach for your business process improvement goals.
Harnessing omnichannel presence for the ideal customer service strategy
BLog

Harnessing omnichannel presence for the ideal customer service strategy

How an omnichannel presence enables organizations to deliver seamless, consistent customer service across digital, voice, and self-service channels.
Prioritizing psychological well-being in trust and safety
BLog

Prioritizing psychological well-being in trust and safety

Why prioritizing psychological wellbeing for trust and safety professionals is essential.
Global educational testing leader establishes a world class GCC with Firstsource to glocalize innovation and operations
Case Study

Global educational testing leader establishes a world class GCC with Firstsource to glocalize innovation and operations

Firstsource helps a leading testing organization set up a global capability center, boosting operational excellence and delivery efficiency.
The Baltimore Banner achieves 70% cost reduction through an optimized hybrid operating model
Case Study

The Baltimore Banner achieves 70% cost reduction through an optimized hybrid operating model

Firstsource's Insights, Design Experience and Advisory (IDEA) services team comprising news industry SMEs, digital strategy consultants, and program managers designed and implemented a target operating model.
Contact Us

Better journeys. Better business outcomes.

  • Rapid diagnostics: AI maturity mapped across your operation.
  • Expedited benchmarking: Your position versus vertical peers.
  • Fastracked roadmap: Where Kairos creates the most value, first.