Linda Frost, Director of Wealth Management at a large Canadian bank and responsible for its account onboarding & servicing processes, was faced with a tricky challenge. With an unexpected non-peak season surge in new account requests, and without the leeway to add additional staff to handle the demand, Linda mandated long-time partner Infosys BPM to resolve the challenge. This case details how proactive process streamlining and automation saved the day, delivering additional revenues of over C$21 Mn for the bank.
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