Financial Services

Taking the onus for outcomes and earning C$21 Mn

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.