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The client, which is a premier financial products and services company, offers a broad spectrum of services for its customers in the North American market.
The client realized that effective service delivery would require a robust, scalable and cost-effective back-office. Further, this back-office would require a design that would be a comprehensive repository for the client's complete range of products and services. Operational excellence was undoubtedly key to the client's business model.
Today, WNS supports the client across all functions of portfolio management and related financial products starting with the opening of an account for customers all the way through management of the portfolio. In short, WNS delivers services across the entire lifecycle of an advisor engagement. WNS supports financial products throughout their lifecycle from indexing to new account set-up (for insurance products, brokerage accounts, specialized managed portfolios), to client administration (updating new issues, monitoring the movement of money, updating various new financial features that are added to products), through to compensation for the advisors (which is a commission earned on each policy sold). Most of the products are long-term as annuities comprise a major part of the business and the related administration of the client portfolio is handled offshore, by a dedicated WNS team.
WNS also provides support on new products as they are added to the client portfolio. As an example, if the client has a mutual fund account and requires a debit or credit card on the account, the WNS team then applies the necessary rules, ensuring that the customer gets the new product or service.
WNS has a dedicated recovery team to tackle financial planning and service recovery. This involves sending notifications and advisories to customers.
WNS is a leading global business process outsourcing company. Deep industry and business process knowledge, a partnership approach, comprehensive service offering and a proven track record enables WNS to deliver business value to the world’s leading companies. WNS is passionate about building a market leading company valued by our clients, employees, business partners, investors and communities.