Case Study
Managing the back-office for a range of products for a leading U.S. brokerage and insurance house
Managing the back-office for a range of products for a leading U.S. brokerage and insurance house The client, which is a premier financial products and services company, offers a broad spectrum of services for its customers in the North American market. The client realized that effective service delivery would require a robust, scalable and cost-effective back-office. Further, this back-office would require a design that would be a comprehensive repository for the client's complete range of products and services. Operational excellence was undoubtedly key to the client's business model. Today, WNS supports the client across all functions of portfolio management and related financial products starting with the opening of an account for customers all the way through management of