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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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