Financial Services — Funding what works with WSJF

Client: Card + lending business

Context: Competing growth bets

Situation

Ten strategic initiatives, not enough people, constant reshuffling.

What we did

• Defined value: revenue lift, risk reduction, and customer impact.
• WSJF sessions with finance + product; cut scope to minimum market tests.
• Quarter-Turn Planning: 6-week slices; inspect and adapt.
• Outcome dashboard: one view for capacity, cost, and results.

Results in 2 quarters

• Money flowed to the top three initiatives with evidence, not opinion.
• Time-to-signal dropped; bad bets ended sooner.
• Leadership argued less about “who wins” and more about “what the data says.”

Why it worked

Short cycles + clear economics made trade-offs obvious.