One of the Largest Investment Firms Delivers Superior Customer Experience with SunTec

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


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