Banking & Financial Services

Large US Bank : IT and BPO Offshoring Pilots

World’s 2nd Largest Credit Card Issuer With Operations In US, UK, Canada, Ireland And Spain
Acquired By One Of The World’s Largest Financial Institutions

Cost Savings For IT And Business Processes
Enable 24x7 Support For The Global Applications And Operations
Support The Expanding Global Team

C/C+,VB
Oracle
COBOL/ DB2
Voice Based Processes
Elearning

Smartshore’s Founders Provided Guidance On The Initial Business Plan For IT And BPO Offshoring
Led The IT Initiative From The Concept To The Actual Delivery Stage
Mapped The Current Client Processes And Implemented Changes For Seamless Offshore Delivery
Identified The Initial Pilot Processes/Applications Of Around 60 People Based On The Offshore Suitability Model
Selected The Vendor, Finalized The Contract And Put The Structure For Ongoing Maintenance

Cost Reduction Of Around 50% On The IT And Training Cost
Maintenance Provided In 24 X 7 Environment
Significant Reduction In Voice/ Non Voice Based Processes
Initial Pilot Proven To Be Successful Enabling The Mass Roll Out


Large Global Investment Bank : BPO Expansion and KPO Initiation

A Global Financial Services Firm With Assets Of $2 Trillion
Operates In More Than 100 Countries With Comprehensive Global Technology Platforms

Achieve Cost Savings For $100MM + Annual Spend On Voice/ Non Voice Processes
Improve Process Results With Enhanced Quality From Offshore
Compete In The Highly Competitive Benefits Processing Space

Telemarketing
Customer Service
Risk Analytics And Modeling
IT Resource Strategy
Geographical Diversification Assesment

Smartshore’s Founders Were Leading The Effort For The BPO And KPO Initiatives In The Firm
Led The Process Mapping Exercise For Overall Resource Strategy For The Retail Bank
Developed New Process And Effected Process Changes For Smooth Offshore Delivery
Lead The Vendor Evaluation And The Ongoing Governance With SLA Credits Model
Evaluated The New KPO Analytics Model For The Firm In India And Signed The First Few Partnerships

Significant Cost Reduction Of More Than 50% On The BPO And KPO Costs
Streamlined Spend With Selected Preferred Vendors
Introduced Adequate Governance Models For Effective Relationship Management


Leading Private Equity Firm: KPO Incubation

A Leading Private Equity Firm Started By Ex Harvard Business School MBA’s
Acquired A Manufacturing Company From Global Leader In Office Automation Having More Than13,000 Employees

Enhancement Of The Sales Team
Review Of The Selling And Pricing Process
Research The Industry , Markets And Competitors For Overall Top Line Growth Of The Company

Network Connectivity
Cabling Solutions
Industry Databases
Process Mapping Tools

Set Up A Project Team Of Three Analysts And One Project Manager For The Execution Of This Initiative
Reviewed The Current Process Of Sales Lead Generation And Recommended Proactive Approaches
Analyzed The Company Prospects And Gave Effective Research For Faster Revenue Generation
Reviewed The Industry, Markets And Competitors To Help The Firm Develop An Effective
Corporate Strategy In The Recessionary Economy

Efficient Lead Generation And Effective Sales Team
24 X 7 Research Ability
Reliable Competitive Intelligence
Leveraging The Indian Knowledge Base Of Smartshore


Large Global Financial Conglomerate : Global Outsourcing

A Global Financial Services Firm With Assets Of $2 Trillion
Operates In More Than 100 Countries With Comprehensive Global Technology Platforms

Achieve Cost Savings For Supporting Global IT Development By Deploying People In Singapore, India And USA
Improve Process Results With Enhanced Quality From Offshore
Compete In The Highly Competitive Global Markets

Global Technology Development And QA Processes
International Visa Ready Workforce
IT Banking Capabilities

Smartshore Proposed A Solution Of Transferring India Associates To Singapore And USA
Developed A Project Team Of Several Resources Dedicated To The Client
Led The Process For Resource Selection And Deployment
Developed New Process And Effected Process Changes For Smooth Offshore Delivery

Significant Cost Reduction Of More Than 30% On The Development And Maintenance Costs
Streamlined Process With Selected Preferred Vendors
Introduced Adequate Governance Models For Effective Relationship Management


Financial Technology Company: Application Development

Provider Of Structured Products Platform
Retail And Corporate Investors Worldwide
Click To Trade Product Design And Execution
Operates In Secondary Markets As Well

Need A Technology Platform For Various Structure Products Like Notes, CD,S , Variable Annuities Etc.
Needed Functionalities To Work Against The Global Investment Banks
Application Optimized For Mobiles And Database With Hosting Solution

HTML 5
Java Script
IPAD
Mobile Development

Project Team Of Developers, Designers , QA And Project Manager Offshore
Strict Adherence To Very Aggressive Project Timelines And Delivery Before Time
Quick Timely Response To The Client’s Needs And Sharing Bi Weekly Performance Reports
Used Agile Development Methodology For Faster Review And Short Development Time

Professional Can Do Attitude
Before Time Response Exceeding Expectations
Partner Familiar With Client Culture
Cost Effective Offshore Based Delivery


Large Global Financial Conglomerate : Singapore Infrastructure

A Global Financial Services Firm With Assets Of $2 Trillion
Operates In More Than 100 Countries With Comprehensive Global Technology Platforms

Achieve Cost Savings For Supporting Global IT Development By Deploying People In Singapore, India And USA
Improve Process Results With Enhanced Quality From Offshore
Compete In The Highly Competitive Global Markets

Global Technology Infrastructure Processes
International Visa Ready Workforce
IT Banking Capabilities

Smartshore Proposed A Solution Of Transferring India Associates To Singapore
Developed A Project Team Of Several Resources Dedicated To The Client
Led The Process For Resource Selection And Deployment
Developed New Process And Effected Process Changes For Smooth Offshore Delivery

Significant Cost Reduction Of More Than 50% On The BPO And KPO Costs
Streamlined Process With Selected Preferred Vendors
Introduced Adequate Governance Models For Effective Relationship Management


Large Global Financial Conglomerate : Global Assessment

A Global Financial Services Firm With Assets Of $2 Trillion
Operates In More Than 100 Countries With Comprehensive Global Technology Platforms

Achieve Cost Savings For $100MM + Annual Spend On Voice/ Non Voice Processes
Improve Process Results With Enhanced Quality From Nearshore/Offshore
Compete In The Highly Competitive Benefits Processing Space

Geographical Diversification Assesment
Countries Included
Poland
Romania
Slovakia
Ireland Etc.

Smartshore’s Founders Were Leading The Effort For The BPO And KPO Initiatives In The Firm
Evaluated And Recommended Various Countries Based On The Labor, Academic And Other Criteria
Led The Process Mapping Exercise For Overall Resource Strategy
Developed New Process And Effected Process Changes For Smooth Offshore Delivery

Significant Cost Reduction Of More Than 50% On The BPO And KPO Costs
Streamlined Spend With Selected Preferred Vendors
Introduced Adequate Governance Models For Effective Relationship Management

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