Case Study

Document Processing Automation For A Financial Services Firm

  • Challenge

    This top global asset management firm needed a solution for document preparation, scanning and check deposit processes that would:

    • Provide a robust business continuity plan
    • Improve methods for compliance
    • Automate document workflows
    • Reduce real estate costs.
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  • Solution

    SPS implemented an integrated “One-Team” approach to manage the multiple service lines nationwide: 

    • A flexible staffing model with cross-trained staff 
    • Upgraded service levels
    • Re-engineered processes
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  • Benefits

    • Cost savings: $5M saved over term of contract
    • Improved service: Upgraded talent - Reduced turnover
    • Increased efficiency: Cross-trained staff - Eliminated silos and knowledge gaps
    • Seamless transition: No disruption in service to end-users
       
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