Implementation of Speech-to-text solution for Wealth Management

Client Needs & Objectives

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

Client Benefits & Main Results

Enabling operations team to focus on analysis

Strong buy-in from end users

Scalability to regional and global level