Wealth management technology firm reimagines workforce planning with AI
A leading wealth management technology provider recognized the need to evolve its location strategy as talent costs surged in high-cost-of-living areas. To move faster and smarter, they partnered with West Monroe. Together, we used AI-driven analysis to assess U.S. labor markets with the right skills to support long-term business growth and workforce sustainability—cutting traditional analysis time in half.
The result: A clear strategy that pinpointed lower-cost cities that aligned with talent availability, business resiliency, time zones, and legal footprint, offering up to 17.7% annual labor cost savings. By connecting real-world market dynamics with business priorities, we created a scalable framework that positions the client for immediate savings and future workforce resilience.