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

Challenges

The organization aimed to build a future-ready GCC to drive enterprise-wide transformation but faced key challenges:

• Fragmented virtual operations and dependency on external vendors limited scalability.
• Rising operational costs and the need for enterprise-wide efficiencies in IT and business services. 
• Lack of centralized innovation and analytics capability to drive transformation.
• The client needed a low-risk transition path that protected IP while ensuring business continuity.

Solution

Coforge designed a comprehensive transformation roadmap, anchored on agility, collaboration, and platform-led innovation to establish a next-gen GCC for the client. Key elements included:

• Establishing a GCC under the DBOT model in India, scaling to 480 FTEs within three years.
• Conducting comprehensive site and operating model analysis to identify the optimal delivery location and structure for both technology & business operations.
• Creating a “One Client–Coforge Team” culture to ensure aligned governance, delivery, and communication.
• Deploying Coforge Quasar and ForgeX platforms to drive GenAI-led innovation, automation, and analytics. Defines a clear CoE and automation-first roadmap for sustainable growth.
• Setting up a dedicated Innovation Design Lab in Bangalore to co-create solutions and accelerate transformation.
• Deploying dedicated continuous improvement and innovation fund and dedicated Innovation Office to drive ongoing value realization.

The Impact

Coforge’s execution-first approach transformed the client’s GCC into a strategic value hub delivering measurable results: 

• Achieved 30% productivity improvement in IT and operations, freeing up 45 FTEs for high-value work.
• Zero setup cost for the first two years under the BOT model.
• Committed to 100% employee and asset transfer at the time of transition — ensuring full continuity and client ownership.
• Enabled the GCC to evolve from a delivery function to a center of innovation and business impact.