Target operating model design & delivery for a global fund administrator

Current client onboarding system was inefficient and fragmented, leading to longer processing times and inconsistent data. The system resulted in manual processes and a poor customer experience. There was an urgent need to automate their onboarding journey and enhance customer interactions.

Key Facts

3

Business lines

32

Jurisdictions

1

Centralised policy

The Approach

Mapped the current state operating model and defined the requirements around key areas before the design of a future state operating model, which aligned 5 regions and 32 jurisdictions. Configuration was tailored to match the policy and process requirements of the organisation and multiple integrations were delivered across a number of domain areas. The result was streamlined onboarding processes through reduced handovers, a consistent policy, simplified compliance and reduced customer touchpoints.

The Service

Technology & Data Readiness

Prepare your organisation for the implementation of your chosen platform or managed service, reducing configuration and long delivery times.

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The Team

  • Kamile Survilaite

    Associate

  • Matt Mellor

    Business Analyst
    Innovation Ambassador

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