Industry: Banking and Financial Services | Services: Business Operations, Digital CX, Digital Consulting
Client Overview
After a major merger, a top 10 U.S. public accounting firm needed to tackle two core challenges: scaling its managed services footprint and improving operational efficiency. The firm, which serves a global base of Fortune 50-1000 enterprises, realized that its current model wouldn’t support the new, expanded scale.
The Challenge
Rapid Expansion Outpaced Delivery Capability
Following a merger, the firm faced surging global demand for managed services. Without a scalable delivery structure, they risked rising costs, diluted competitiveness, and limited opportunities to automate key processes in assurance, tax, and advisory offerings. They needed a strategic, scalable solution that enhanced cost efficiency and supported future growth.
Sutherland Solution
Built a Strategic, Offshore Delivery Center Augmented by Analytics and Automation
Sutherland partnered with the firm to establish a robust global delivery center in India, serving as the core of its offshore operations for audit , tax, and regulatory compliance. We embedded digital analytics, automation, and AI into their workflows, streamlining financial advisory practices, enhancing data-driven decision-making, and improving operational efficiency across multi-tower client engagements.
By leveraging our combined resources, capabilities, and shared objectives, we aim to increase competitiveness across the board through Sutherland’s consulting expertise, operations know-how, technological innovation, and smarter process design.
The Outcome
Scalable Operations and Lowered Costs Drive Transformation
Through the new delivery center and technology infusion, the firm achieved 25–30% cost optimization, migrated 10% of advisory services offshore, and launched 12+ multi-tower engagements. Integrating analytics and automation enhanced accuracy and strategic insight across advisory, tax, and assurance services—cementing Sutherland as a transformative operations partner.
KEY OUTCOMES
Cost optimization across client services
Of advisory services shifted to offshore delivery
Multi-tower engagements launched from new center
