Increasing competition is placing pressure on wealth management organizations to reduce their fees. This in turn adds pressure to reduce operating costs by raising productivity. Enlighten has proven that it is possible to drive down costs significantly, while improving quality, the customer experience and employee satisfaction. 

Enlighten’s transformation program and its supporting SaaS metrics and planning systems, can 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 a mere twenty 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 six months.

Featured Examples of our work with clients

Retirement Solutions

Helping leading US provider of record-keeping services to grow capacity for new clients with minimal growth in FTE - 24.8% efficiency gain in 20 weeks

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Mutual Fund Transaction Processing

Helping US headquartered mutual fund customer service organization to keep quality high and optimize capacity across on-shore and off-shore operations - 85% efficiency gain in 20-week pilot program and 107% efficiency gain overall for 700 FTE operations 18 months post-launch

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Retirement Administration

Helping leading superannuation provider to realign its commitment to clients and empower its people - 5 phase program that steadily improved daily output per FTE while simultaneously improving employee engagement and morale

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Brokerage & Employee Benefits Advising Services

Helping leading global provider of employee benefits and brokerage advising to identify organizational restructuring and off-shoring opportunities - 50% improved productivity with increased employee engagement over 20-week program

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