Case Study: Leading U.S. Brokerage and Insurance House achieves 99.95% accuracy and faster turnaround with WNS

A U.S. Brokerage and Insurance House Outperforms with Efficient Back-office Management

Leading US Brokerage and Insurance House needed a robust, scalable, and cost-effective back-office to support its broad range of financial products and services. WNS was brought in to manage processes across the advisor and portfolio lifecycle, including new account setup, account administration, broker/advisor support, and service recoveries.

WNS implemented an offshore operating model supported by domain experts, a train-the-trainer approach, FINRA-certified staff, and its ENABLE migration methodology. The engagement improved accuracy to over 99.95%, reduced defective processing by more than 78%, and raised service quality from 3.5 sigma to 6 sigma while also improving turnaround time and productivity.