Case Studies and Engagements

Cross Border Lift and Shift

Client Focus: Global Investment Firm 

Challenge

  • Assessment was completed on US based operational teams and activities for a Global Investment Firm. The recommendation was to replace staff with Canadian Resources as this would reduce ongoing costs to manage the team by 60%. 

Solution

  • Completed interviews with all impacted employees

  • Defined each process and highlighted impacts to up and downstream teams and functions. 

  • Validated impacts to regulatory reporting, and developed controls to ensure compliance

  • Transitioned all roles cross-border within 3 months.

Impact

  • Shifted under 100 roles cross border to achieve over 60% savings year over year. 

  • Continued to improve processes which further reduced headcount

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