Increased competition is placing pressure on wealth management organizations to reduce their fees, fueling the need to assess and reduce internal operating costs.
Enlighten has proven that it is possible to drive down costs significantly, while simultaneously improving quality, the customer experience and employee satisfaction. Our transformation program and its supporting SaaS metrics and planning systems provide the performance changes you are looking for—without the need to change your current IT systems, and without disruptive outsourcing.
Over the course of 20 weeks the program will transform your back-office culture. Your teams will be focused on performance and quality, fueled by the analytics that give every team member and manager productivity, efficiency and quality metrics. The results are both stunning and rapid. Typical payback periods are within six months.