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
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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-X™ 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.

Impact to Date
30% Productivity Improvement
20% Cost Savings Commitment
250+ Resources Deployed
Zero Setup Cost (First 2 Years)
Business Impact
- Reduced dependency on external vendors and improved operational control
- Strengthened IP protection through a centralized GCC model
- Enabled scalable technology and operations delivery
- Established a strong innovation and analytics capability
- Ensured seamless transition with full business continuity
- Built a foundation for long-term transformation and growth
Looking Ahead
With a scalable operating model and embedded innovation capabilities, the GCC is positioned to evolve into a strategic growth engine, driving continuous transformation, accelerating innovation, and delivering sustained business value.
Value Delivered
- Future-Ready GCC Model: Established a scalable, resilient GCC designed to support long-term enterprise transformation.
- GenAI-Powered Innovation Engine: Embedded automation, analytics, and GenAI capabilities to drive continuous improvement and innovation.
- Unified Operating Framework: Replaced fragmented delivery with a centralized, high-performance model improving control and efficiency.
- Sustainable Value Creation: Enabled ongoing cost optimization, productivity gains, and business impact through structured transformation.
