Wealth Management

Increased competition is placing pressure on wealth management organizations to reduce their fees, fueling the need to assess and reduce internal operating costs.  

Enlighten has proven that it is possible to drive down costs significantly, while simultaneously improving quality, the customer experience and employee satisfaction. Our transformation program and its supporting SaaS metrics and planning systems provide the performance changes you are looking for—without the need to change your current IT systems, and without disruptive outsourcing.

Over the course of 20 weeks the program will transform your back-office culture. Your teams will be focused on performance and quality, fueled by the analytics that give every team member and manager productivity, efficiency and quality metrics. The results are both stunning and rapid. Typical payback periods are within six months.

How we helped

Our Partners

FEATURED EXAMPLES OF OUR WORK WITH CLIENTS

GLOBAL INVESTMENT MANAGEMENT FIRM

A large global banking and investment management firm with branches across the US, UK and SA was experiencing a productivity performance improvement across its operations. This problem was impacting several key areas, from employee performance and engagement, to customer satisfaction.

MUTUAL FUND TRANSACTION PROCESSING

Helping US-headquartered top mutual fund customer service organization to keep quality high and optimize capacity across on-shore and off-shore operations – 85% efficiency gain in 20-week pilot program and 107% efficiency gain overall.

RETIREMENT SOLUTIONS

Helping leading US provider of record-keeping services to grow capacity for new clients with minimal growth in FTE – 24.8% efficiency gain in 20 weeks

DO YOU WANT TO TRANSFORM YOUR OPERATIONS?