Successfully Navigating a High-Volume Acquisition Transition

M&A activity often puts pressure on client servicing teams. In this case, a financial services firm needed to onboard thousands of newly acquired accounts—without overloading internal teams or disrupting service. Read this case study to find out how Flex helped the firm:

• Provide tailored support for newly acquired investors.

• Manage call center volume without service interruptions.

• Preserve client satisfaction during a sensitive transition.

See how Flex helped ensure a smooth, high-volume transition.