Case Study

Capturing value with customer-centric embedded finance packaging and pricing

Smarter packaging and pricing for a restaurant software company with embedded finance

A restaurant management software provider struggled to break into the enterprise market as its financial offers felt generic and missed opportunities to deepen customer engagement with embedded payments and other financial services.

The situation

Enterprise customers didn’t see the full value in the embedded finance offerings.

While the company had grown well among smaller restaurants, its pricing and packaging didn’t account for the differing financial needs or budgets of larger restaurant accounts. This left enterprise clients underserved and cross-product adoption limited.

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Our solution

We redesigned packaging and pricing around real embedded finance use cases.

Using customer data, interviews, and pricing experiments, we uncovered what financial capabilities mattered most across segments, from payments to working capital solutions. Working closely with sales and product teams, we introduced tiered packages that aligned pricing with willingness-to-pay and created incentives for adopting multiple embedded financial services.

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The result

The new structure unlocked significant growth in deal size and product adoption.

Average deal size increased by approximately 30%, cross-product usage significantly rose, and the company gained a flexible pricing roadmap enabling quick wins and sustainable long-term growth.

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Delivering profitable growth in a fast-changing environment

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