Wealth Management

Overview

Wealth management is transforming as firms face evolving client expectations, regulatory demands, and operational challenges. Enhanced client and advisor experiences are now a priority in an era where goal-based advisory platforms, AI-driven tools such as semantic search, and hyper-personalized interactions are shaping the landscape. To drive scalability, you need specialized tech platforms integrated with your banking systems, while outsourcing middle and back-office functions boosts efficiency and compliance.

At Infosys BPM, we specialize in helping organizations navigate these challenges with confidence, combining deep domain expertise with innovative technology solutions and a consultative approach to problem solving.

Why us?

Infosys BPM has deep experience across the functional value chain of the wealth management domain. We have expertise across client onboarding, AML/KYC management, account opening, account administration, data management, trade management, reconciliations, payment, corporate actions, and regulatory reporting. We have a significant presence across the globe with over 500 professionals servicing clients from diverse locations. Our domain, industry, and change management expertise along with the use of industry leading platforms (Avaloq, Aladdin, Broadrdige Calypso, Murex, Smartstream, etc.) helps us provide the best solutions to wealth management firms. This helps our clients optimize the cost of operations while building internal efficiencies. We have partnered with multiple clients in their transformation journey and delivered significant business value.

A glimpse into client successes

For a leading wealth management firm, we delivered 20-25% reduction in ops cost, 40% reduction in manual effort, 25% STP enhancement, and year-on-year productivity enhancement of 15%.
Enterprise-wide KYC transformation for 80 million+ customers across 90+ geographies across all lines of businesses for an American multinational financial services group. We helped them reduce onboarding cycle time from 45 to 2 days, reduce KYC review cycle times by 20%, and improved in quality by 30%.

Snapshot of our Capital Market Services Portfolio: Functions and Key Clients

Our experience across the value chain: Wealth & trust

Key solutions

Finacle™ wealth management module

Full spectrum of wealth products and seamless integration of all front-to-back office tasks. Improves productivity of financial advisors and streamlines operations.