Process optimization enables a leading asset management firm reduce NIGO accounts by 77%
Process optimization enables a leading asset management firm reduce NIGO accounts by 77%
4 PagesProcess optimization enables a leading asset management firm reduce NIGO accounts by 77% GENERATING CAPITAL MARKETS IMPACT Case Study DESIGN • TRANSFORM • RUN Client A leading asset and wealth management company Industry Capital markets Business need addressed Optimized client on-boarding for one of the broker-dealer distribution channels by combining processes and technology to improve efficiency, cut down costs, and reduce lead time Genpact solution Developed a transformation roadmap for the client’s client on-boarding function and leveraged technology in combination with lean best practices to redesign more efficient automated account-opening processes Business impact Optimizing client on-boarding process helped the firm cut down cycle time by five business days, reduce
