Case Study | Banking and Financial Services

Read our case study on how Sutherland improved workforce management, hired quality staff and provided ample training for a leading loan broker.

Services Business Process Services
Industry Banking and Financial Services
JANUARY 14, 2017

Our client was looking to enhance their talent to support loans verification, retention/marketing, collections, and documents processes. Inadequate training, inexperienced leadership, and workforce management (WFM) challenges with their previous provider led to high agent attrition, a poor customer service experience, and negative performance.


While our client was confident that a vendor change was necessary, they were cautious in selecting their next partner as this would be their third vendor provider. The lender was selective in who they wanted to work with based on the new vendor’s ability to hire and train talented and highly skilled agents, train quality leaders, manage workforce effectively, and provide quality reporting, analytics, technology infrastructure, and innovation at a fair price. The client selected Sutherland to be their partner to improve workforce management by hiring quality staff and providing ample training. Our agents supporting this client participate in two weeks of formal training in which they are required to pass three assessments tied to call quality, adherence to policies and procedures, and use of systems. Following the initial training, new hires participate in two weeks of nesting that includes taking calls, additional classroom training, role-playing with other agents, and observation of existing staff.


As a result of the implementation of Sutherland’s solution, we consistently met and often exceeded the performance targets assigned to us by the client. In serving the client we have increased billing efficiency, improved the speed of contact by reaching out to applicants quickly, adhere to service level requirements, and increased new and return customer loan conversion rates.

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