American multinational investment bank

Transforming multi-service delivery with cutting-edge digital client platform

Results overview


Achieved 13.7%
in monthly savings


65% efficiency gain in
client brief and intake process


Increased productive
volume capacity by 22%

The story

An American multinational investment bank and financial services company has over 170,000 employees worldwide and $2.8 trillion assets under management. More than 20 years ago, they partnered with Williams Lea for desktop publishing and creative services to support their bankers’ pitchbook creation.

The challenge

As the firm’s business grew, so did their expectations of service quality and operational efficiency. They needed streamlined workflows and consistent performance tracking and reporting across regions. Being in a highly regulated industry, the firm also wanted stronger compliance with their information security policies.

Our solution

Williams Lea implemented ENGAGE, our proprietary digital client platform designed for end-to-end service delivery support. With ENGAGE’s workflow technology, our team streamlines the service delivery process, from job intake and tracking to completion and feedback.

ENGAGE helped achieve a 65% efficiency gain in the client brief and intake process as well as helped optimize resource utilization and allocation, increasing productive volume capacity by 22%. With ENGAGE’s strict “Need to Know” access management and chain of custody controls, as well as strict security protocols, including 24/7 monitoring of external data threats, there was 100% compliance with the client’s InfoSec policies.

Relevant Services

How we help

  • Improve team productivity

    Boosting productivity using workflows and performance analytics

  • Accelerate digital transformation

    Building a digital-first support model through innovative tech-led processes

  • Connect virtual and onsite teams

    Enabling a hybrid workforce through rightshore support models

Ready to transform your operations?

Contact us