Case Study:

Financial Services

Service Excellence

Client background

A rapidly growing UK fintech with around 300 staff and an annual travel spend of approximately £450,000.

The business had expanded quickly and needed a more structured approach to travel, with stronger service levels and visibility across its spend.

Challenges

  • The company’s travel was largely unmanaged, with employees booking their own flights and hotels through a variety of online channels. This created inconsistent experiences, frequent errors, and limited visibility of costs.

  • Expense reporting was manual, approval processes were unclear, and there was no central record of traveller whereabouts — a clear gap in the organisation’s duty of care compliance.

Our approach

  • Meon introduced a hybrid travel management model combining personalised high-touch service with the Cytric online booking platform. The technology integrated directly with Microsoft Teams, giving staff easy access to book, approve, and track travel in one place.

  • Policy rules were built into the system to guide bookers toward compliant choices while maintaining flexibility for senior executives.

  • A dedicated Meon account team was assigned to the client, offering concierge-style service for senior travellers and prompt, accurate support for all staff. A monthly review cycle was implemented to assess spend, satisfaction, and sustainability metrics, with tailored insights shared at leadership meetings.

Results

Online adoption reached
94% within 3 months.

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Average booking time
reduced by 42%.

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Traveller satisfaction rose from 6.2 to 9.1 out of 10.

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Full visibility of spend and carbon footprint was achieved through monthly reporting dashboards.

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Client reflections

The fintech’s operations manager described the partnership as “transformational”, noting that employees now enjoy faster, friendlier service and clear accountability at every stage of the travel process.

Meon’s mix of personal support and technology created both confidence and efficiency across the business.

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