Case Study | Banking and Financial Services

Explore how Sutherland worked to establish a global delivery center and introduce AI capabilities across this client's financial advisory services.

Services Digital Business Services
Industry Banking and Financial Services
DECEMBER 08, 2023

The Challenge

Creating a Global Delivery Center To Support Expansion

A top 10 public accounting firm, they operate throughout the US and around the globe, offering accounting, tax, audit, and CPA services for Fortune 50-1000 companies across a range of industries.

Following a merger, the firm had rapidly expanded their managed service demands and footprint, and needed a global delivery center that could support this. At the same time, they sought to enhance cost efficiency in client service delivery, maximize their market competitiveness, and explore opportunities for automation in auditing and taxation.

The Outcome

Establishing a Global Delivery Center and Driving Efficiency

Sutherland has fostered a longstanding technology consulting partnership with this client. This began by establishing a robust, global delivery center in India, operating as the strategic arm of their offshore operations. Our highly specialized global delivery center provides a full range of expertise in internal and external audit, tax, and regulatory compliance.

Sutherland introduced digital analytics, automation, and AI tools into their financial advisory services. This helped streamline their financial practices, enhancing decision-making and driving efficiencies across advisory, tax, and assurance services.

This partnership epitomizes the current trend for strategic alliances in the finance industry that have spurred due to the pace of change and scale needed for finance transformation. 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.

Sutherland’s Digital Business Services Can Help You Achieve Efficiencies Whilst Optimizing Costs

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