The Challenge

A mid-sized collections agency had:

• Strong relationships with 50+ business clients
• Solid results, but flat year-on-year revenue
• Growing demands from clients for portals, live reporting, and digital comms

They knew they needed a technology offering, but:

• Custom development was too expensive
• They lacked in-house IT resources
• They were worried about project risk and timelines

The Solution: White-Label Collections SaaS

Instead of building from scratch, the agency partnered with a white-label SaaS provider and launched:

• A fully branded portal under their own domain
• Client-specific dashboards and reporting
• In-house and outsourced collections workflows on one platform

Implementation took weeks instead of years.

Rollout Strategy

They:

1. Piloted the platform with 5 key clients
2. Used feedback to refine workflows and templates
3. Trained internal staff and client users via short online sessions
4. Rolled out tiered subscription packages to the rest of their base

The pitch was simple: "You get your own collections platform, powered by us.”

The Results

Within the first 12 months, the agency saw:

• A growing base of recurring subscription revenue
• Increased client retention, as clients embedded the platform into their processes
• Higher volumes of escalated files thanks to seamless handover from in-house to agency
• Stronger positioning in new business tenders ("We bring the platform and the team.”)

Internally, staff had better visibility and less manual admin.

Key Lessons for Other Agencies

• You don’t need to be a tech company to provide tech.
• Start with a small client pilot, then scale.
• Tie your SaaS offering directly to outcomes clients care about (speed, visibility, compliance).
• Treat your SaaS partner as part of your strategy, not just a vendor.

Transforming into a tech-first agency doesn’t require writing code or hiring a dev team. With white-label SaaS, you can leapfrog competitors and re-position your agency in months, not years.

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