Case Study

Driving GCC Transformation for a Leading US WealthTech Firm through a D-BOT Model

Industry

Wealth Management / WealthTech

Location

Global Delivery (GCC in Bengaluru, India)

Our Contributions

GCC Strategy & Setup, D-BOT Execution, Platform-Led Transformation, GenAI & Automation, Innovation Lab Setup, Governance & Transformation

As WealthTech firms scale globally, the need to balance cost efficiency, IP protection, and innovation has become critical. A leading US-based WealthTech firm set out to transform its distributed operations into a centralized, high-performing Global Capability Center (GCC) that could drive both efficiency and innovation.

The goal was clear: reduce costs, strengthen control, and build a future-ready technology and operations hub. Using a structured Design–Build–Operate–Transform (D-BOT) model, the GCC was established as a scalable, innovation-driven center, designed to deliver long-term business value while enabling continuous transformation.

Transformation Timeline

Phase 1

Defined GCC strategy, location, and operating model

Phase 2

Established GCC and scaled initial teams rapidly

Phase 3

Deployed GenAI platforms and built innovation capabilities

Phase 4

Expanded GCC as a strategic innovation and delivery hub

Drag

The Challenge

The organization aimed to build a future-ready GCC to drive enterprise-wide transformation, but faced structural and operational challenges. Fragmented virtual operations and reliance on external vendors limited scalability and reduced operational control.

Rising costs across IT and business services put pressure on improving efficiency while maintaining service quality. At the same time, the absence of centralized innovation and analytics capabilities hindered the ability to drive transformation at scale.

Additionally, the client required a low-risk transition model that ensured business continuity while protecting intellectual property, making the shift to a GCC both strategic and sensitive.

Our Approach

Delivered a D-BOT-led GCC that unified operations, reduced costs, and embedded innovation at scale.

Designed the GCC Strategy

Defined the target operating model and delivery structure through comprehensive site and operating model analysis, ensuring alignment across technology and business operations.

Built and Scaled the GCC

Established the GCC in India and scaled to ~500 FTEs within three years, creating a strong and sustainable delivery foundation.

Enabled One-Team Governance

Created a “One Client–Coforge Team” model to align governance, communication, and delivery outcomes across all functions.

Embedded GenAI-Led Innovation

Deployed Coforge Quasar and Coforge Forge-XTM platforms to drive automation, analytics, and GenAI-led transformation. Defined CoEs and an automation-first roadmap to sustain innovation.

Established Innovation Ecosystem

Set up a dedicated Innovation Design Lab in Bengaluru along with an Innovation Office and funding model to continuously drive transformation and value realization.

Partner & Technology Ecosystem

The engagement was delivered using Coforge’s AI-led engineering capabilities and cloud-native delivery framework.

30% Productivity Improvement

Freed up 45 FTEs for high-value work

20% Cost Savings Commitment

Driven by AI and intelligent automation

250+ Resources Deployed

Within the first year, with continued scaling

Zero Setup Cost (First 2 Years)

Enabled through a BOT-led engagement model