Case Study: Envestnet builds round-the-clock global client coverage with MicroSourcing

Envestnet builds a nine-person team with MicroSourcing and achieves 100% retention

Envestnet, a wealth technology company, faced an operational gap as its global growth created a need for round-the-clock client support that was difficult to provide from the U.S. alone. To address this challenge, they partnered with the vendor MicroSourcing to build a dedicated offshore team in the Philippines, extending their service coverage across international time zones.

MicroSourcing implemented a solution focused on building a small, integrated team that was trained directly by Envestnet to ensure consistency in product knowledge and standards. This team expanded from two to nine employees across client services, quality assurance, and delivery functions. The key result was a stable, multi-function operation that achieved 100% staff retention since its inception in 2021, ensuring full business continuity and strengthened global coverage.

Envestnet