Case Study at a Glance: Leading Brokerage and Wealth Management Firm Applies Business Process Automation and Lean Six Sigma to Support Growth


Financial Services

Firm Size:
15,000 Advisors, 3,900 Brokers

Use Case:
Standardize processes across local branch sites to improve client experience and employee productivity

Why IFS?
Ability to incorporate Six Sigma methodology into the platform, combined with robust templates that would shorten project timeline and decrease costs


  • Standardized processes across locations, eliminating Non Value-Added activities
  • Supported Lean Six Sigma for continuous process improvement
  • Increased transparency and visibility gave the ability to route customer service requests and better measure KPIs
  • Higher employee engagement as reported by business units
  • Completed project on time and under budget


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