Case Study: L&T Infotech achieves faster, adaptable, paperless workflows with OpenText Case360 and RightFax

L&T Infotech builds Transfer Agency solution powered by OpenText Case360 for increased efficiency and customer satisfaction

L&T Infotech FSTI built a Transfer Agency solution to address the pain points facing banks and wealth managers that handle high volumes of time‑sensitive fund paperwork. Clients were hampered by manual, paper‑based processes and rigid workflows that caused delays, misplaced documents and missed SLAs—undermining oversight, compliance and customer satisfaction.

The company deployed a cloud‑hosted, multi‑tenant case management system powered by OpenText Case360 and RightFax (with IBM Datacap and backend integrations) to enable electronic capture, automated and configurable workflow, role‑based processing, dashboards and searchable archives. The solution delivered faster, more accurate processing, improved SLA tracking and compliance, higher productivity and lower operating costs, along with scalability, resilience and a better client experience.

L&T Infotech

Yasemin Sezer

Senior Vice President