Client Benefits & Main Results
Objectives:
- Implement speech analytics technology that will support telephone calls with clients, enabling speech and text analytics for marketing and compliance purposes
Scope:
- Wealth Management
- Marketing & Compliance
Techniques:
- Identify gaps in the approach and requirements with Head Office & other branches
- Complete the global business case involving all locations
- Propose the global program governance and roadmap
Our approach
1. Cross location interviews and synthesis:
- Workshops to identify gaps between the branches
2. Blueprint:
- Assess IT and operational constraints for global implementation of proposed models
3. Business Case:
- Business case and roadmap validation
- Definition of global program governance and roadmap
