DESIGN • TRANSFORM • RUN Improving financial advisor productivity with Intelligent Operations SM GeneratIn G CapItal Market S IMpa Ct Case Study Client A leading global investment bank Industry Capital markets Business need addressed Consolidated operating foundation grown through organic and inorganic activities to enhance financial advisor productivity, customer satisfaction, and growth Genpact solution T echnology enabled solution that consolidated campaign management and financial advisor (FA) tools while streamlining client reporting Business impact Optimization and consolidation of globally distributed client-facing teams and simplified reporting processes led to millions in cost reductions. A centralized database, providing FAs with more accurate and timely customer

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