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The client is a leading retail broker-dealer in the U.S. market. It provides investment tools, including real-time quotes, customized charts, market summaries as well as research tools, such as company profiles and earnings estimates to its customers.
The client realized that, with strong growth, it had to serve the market even more effectively. Therefore, it had to build a robust, scalable and cost-effective back office to fully support advisors and field staff. Importantly, the back office had to be designed to support the full range of product offerings. The client turned to WNS to design and implement the operation.
WNS delivers services across the entire lifecycle of a broker-dealer, supporting financial products throughout their lifecycle including
WNS also provides support for new products as they are added to the client portfolio. These include brokerage products, annuities, insurance and managed products. A dedicated recovery team manages financial plan recovery, sending notifications and advisories to customers.
WNS has extended the client's enterprise by efficiently supporting the client's full range of brokerage functions starting with the opening of a customer account to portfolio management and field staff compensation. WNS helped increase accuracy of processing to 99.90 percent and significantly improved turnaround time from three days to one day