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Financial Services·US Commercial Bank

A Mid-Market Bank Built a 40-Person Operations Team in 6 Months

A US-based commercial bank scaled KYC/AML and loan servicing operations in India with SOX-aligned controls from month one.

US-HQ Since 1971400+ Clients Served6 India Cities55+ Years ExperienceZero Material Compliance FailuresBOTCOPOFLEXIUS-HQ Since 1971400+ Clients Served6 India Cities55+ Years ExperienceZero Material Compliance FailuresBOTCOPOFLEXI
0

Professionals

SOX-Aligned

Controls

0

Months to Scale

COPO

Model

The Challenge

The client needed to build a significant India operation quickly, with full compliance from day one and a clear path to operational independence. Their existing vendor arrangements were creating knowledge silos, and they had no institutional ownership of the work being produced offshore.

Our Approach

  • Assessed the operational requirements and recommended the optimal GCC model
  • Registered the India entity and completed all regulatory filings within six weeks
  • Stood up the office infrastructure including IT, security, and facilities
  • Recruited and onboarded the initial team against specific technical and cultural criteria
  • Established HR, payroll, and compliance operations running on schedule from month one
  • Built a transition plan for moving to full client ownership over the agreed timeline

The Result

Within six months: 40 operations professionals onboarded across KYC remediation, loan boarding, and regulatory reporting. SOX-aligned controls in place from month one. By month nine, the India team was processing 60% of the bank’s KYC remediation volume at a direct cost savings that funded a second phase expansion into risk analytics.

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400+ ClientsUS-HeadquarteredSince 19716 India Cities