About the client:
The client is a multinational financial services corporation, managing a large family of mutual funds with fund distribution and investment services. Other areas of operations include wealth management, brokerage services, life insurance and securities execution & clearance. With competition piling up, the client wanted to improve their customer experience and delight their customers.
SunTec enabled the client to
- Overturn its legacy process and helped improve client relationships.
- Administration of complex fee computation time frame reduced from 8 days to 1 day.
- Helped achieve customer centricity