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Composable Enterprise

CASE STUDY

Scaling Global Capability Centers with D-BOTS for a Leading U.S. Wealth Firm

Industry

Asset & Wealth Management

Our Contributions

GCC Setup, BOT Model, Operations Transformation, Innovation Enablement

Location

India

Technologies

Coforge D-BOTS Model

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Coforge partnered with a leading U.S.-based wealth management firm to establish and scale a Global Capability Center (GCC) in India, transitioning from a traditional virtual model to a BOT (Build-Operate-Transfer) framework. The objective was to enhance global service delivery maturity, drive enterprise-wide efficiencies, reduce costs, and create a scalable, IP-secure operating model.

Leveraging its D-BOTS framework, Coforge integrated technology, operations, and innovation to transform the GCC into a high-performing, future-ready capability. The engagement enabled the client to build a resilient, scalable platform while positioning the GCC as a strategic, revenue-generating hub.
Phase 1
GCC strategy, location analysis, and BOT model design
Phase 2
GCC setup and team expansion with 24/7 operations 
Phase 3
Operational stabilization and cost optimization 
Phase 4
Innovation-led transformation and scaling 

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The Challenge

The client aimed to mature its global business services delivery model while achieving enterprise-wide efficiencies and cost optimization. A key priority was to establish a scalable GCC in India that could support both technology and operations at scale while ensuring strong IP protection.

The organization required a structured approach to transition from a virtual delivery model to a BOT-based GCC, balancing speed, cost efficiency, and long-term sustainability. Additionally, the client sought to transform the GCC into a strategic, revenue-generating entity rather than a cost center.

Key challenges included selecting the right operating model, ensuring seamless setup without upfront costs, building a high-quality talent pool, and embedding innovation into the GCC’s core operating model.

Our Approach

GCC Design & BOT Setup

Established a GCC in India under a BOT model, scaling technology and operations teams to a 24/7 delivery model with planned growth to 480 FTEs over three years.

Strategic Location & Operating Model Design

 

Conducted comprehensive site analysis and provided BOT vs. JV comparisons with RACI frameworks to enable informed decision-making and optimal location selection.

“One Team” Operating Model

 

Implemented customized people practices aligned with the client’s culture, ensuring seamless integration, talent development, and strong organizational alignment.

Cost Optimization & Operational Excellence

 

Delivered a structured roadmap to achieve targeted cost savings across IT and operations, supported by process optimization and efficient workforce scaling.

Innovation-Led Transformation

 

Established a dedicated Innovation Design Lab and leveraged Coforge’s Quasar platform to drive GenAI-led innovation and continuous improvement.

 

Partner / Technology Ecosystem

 

  • Coforge Quasar Platform 

  • GenAI & Automation Frameworks 

  • Cloud, Data & Cybersecurity Accelerator

  • Partner Ecosystem & Centers of Excellence

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Impact to Date

+30%

Productivity Improvement in Operations

+20%

Cost Savings in IT & Operations

45 FTEs

Capacity Freed through Optimization

Zero Cost

for Employee & Asset Transfer

Business Impact

 

  • Transformed GCC into a scalable, revenue-generating strategic platform  

  • Achieved significant cost efficiencies across IT and operations  

  • Enhanced delivery maturity with a structured BOT operating model 

  • Enabled continuous innovation through GenAI-led initiatives and dedicated labs 

  • Strengthened talent strategy with integrated, culture-aligned workforce practices 
  • Improved operational efficiency and scalability with an automation-first approach