Customer services

Financial Services

Finding the key to investor success

Martin Russell, AVP at a leading US-based investment management firm, heads its participant services team in handling investor requests related to loans, withdrawals, 401k plans, and more. Noticing that his team was taking an inordinately long time to handle these requests, which directly impacted the success of investors, Martin sought an experienced process transformation partner to boost the sagging productivity levels. This case details how Infosys BPM completely redesigned the process with targeted solutions, leading to an overall improvement in efficiency, savings of over $115k, and greatly enhanced investor experience.