Case Study  ·

Outsourcing 101

·

Scaling a fintech innovator with offshore operations support

By

Connext

·

Published on

November 21, 2025

·

min read

Discover how Connext helped a fintech company build a 60+ person global team and strengthen title, closing, and bilingual customer care operations.

35%

Faster estimate turnaround

$180K

Saved in annual overhead

3 weeks

To onboard estimators

0

Missed bid deadlines

How a Digital Lending Platform Partnered with Connext to Build a 60+ Person Global Team

Overview

A fast-growing digital lending company partnered with Connext to support its rapid expansion across the U.S. Starting with just four offshore employees in 2023, the company scaled to 20 within a year—and is projected to reach 66 by 2025. With Connext’s help, they built specialized teams for title, closing, and customer support while launching a bilingual HelpDesk to better serve their national customer base.

Key Highlights

  • From 4 to 66 Team Members: Rapid, high-quality recruitment to meet growing operational demands.
  • Bilingual Global Support: Expansion into Colombia enabled seamless service for diverse customers.
  • Leadership Development: Offshore Team Leads and Senior Specialists now drive process improvement and operational excellence.

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The Challenge

A company-wide hiring freeze left the client’s project teams without enough in-house estimators to keep pace with a growing pipeline of construction and engineering bids. In an industry where precise cost estimating is the foundation of effective project budgeting and resource allocation, every delayed estimate risked a missed submission deadline — and a lost contract.

The Approach

Connext matched the client with independent contractors who specialized in construction cost estimating, then helped rebuild a structured, multi-step budgeting process from the ground up:

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“Connext gave us senior-level estimating expertise exactly when our hands were tied on headcount. We hit every bid deadline that quarter — something we weren’t sure was possible.”

VP of Operations, Engineering & Construction Client

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