transforming wealth management operations for modern financial institutions
Know More Wealth management overview
Wealth management is rapidly evolving as firms balance rising client expectations with increasing regulatory obligations and operational complexity. Delivering personalized advice at scale requires modern wealth management operations supported by intelligent automation, data-driven insights, and seamless digital experiences.
Infosys BPM combines deep capital markets expertise with AI-enabled operations, digital workflow automation, and domain-led consulting to help financial institutions improve advisor productivity, accelerate onboarding, strengthen compliance, and deliver differentiated wealth management experiences across the entire client lifecycle.
Business challenges we solve
Today's wealth management firms are under increasing pressure to deliver personalized investor experiences while reducing operational costs and meeting evolving regulatory expectations. Legacy systems, fragmented data, manual onboarding, and growing compliance requirements often slow advisor productivity and affect client satisfaction.
Infosys BPM helps financial institutions modernize wealth management operations by simplifying client onboarding, improving data quality, automating servicing workflows, strengthening AML and KYC processes, and enabling AI-assisted advisor support. Our solutions help firms improve operational efficiency while delivering faster, more personalized wealth management services across the client lifecycle.
Why choose us for wealth management operations?
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%.
- Our wealth management specialists work alongside financial institutions to modernize front-, middle-, and back-office operations using AI, workflow automation, analytics, and standardized governance models. Our global delivery capabilities, process expertise, and continuous improvement framework help organizations scale efficiently while maintaining regulatory compliance and operational resilience.
Snapshot of our capital market services portfolio: Functions and key clients
Our experience across the value chain: Wealth & trust
Wealth management expertise across client segments
Infosys BPM supports diverse wealth management business models, including:
- Private banking
- Wealth advisory firms
- Asset managers
- Registered investment advisors (RIAs)
- Broker dealers
- Universal banks
- Family offices
- Trust services
This enables clients to modernize wealth management operations while addressing the unique servicing, compliance, and operational requirements of each business model.
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.
AI & Gen AI-powered profiling assistant
Revolutionizing contacts management by addressing labor-intensive inefficiencies. Improved Productivity, TAT, and data quality
Digital adviser
Gen AI-based adviser for advisory prompts and sentiment analysis. Advisor enablement and Client personalization.
AI-powered wealth management operations
Artificial intelligence is reshaping wealth management by improving advisor productivity, enabling intelligent client servicing, and automating repetitive operational tasks. Infosys BPM combines Generative AI, intelligent automation, predictive analytics, and workflow orchestration to modernize wealth management operations without disrupting existing investment platforms.
Our AI-enabled capabilities support:
- Intelligent document processing
- Automated client onboarding
- Advisor assistance
- Personalized client interactions
- Investment operations support
- Risk monitoring
- Regulatory compliance
- Knowledge management
Success stories
Leading financial institutions partner with Infosys BPM to modernize wealth management operations through intelligent automation, digital servicing, and operational transformation. Our engagements have helped clients improve onboarding efficiency, increase advisor productivity, reduce manual effort, and deliver better client experiences while maintaining regulatory compliance.
Challenges and solutions for wealth management operations
Infosys BPM helps financial institutions improve wealth management operations by combining domain expertise, AI-enabled automation, and digital workflows. Our services support client onboarding, advisor support, investment operations, compliance, reconciliation, and reporting to improve operational efficiency, reduce manual effort, and enhance the overall client experience.
Infosys BPM supports a broad range of wealth management functions, including client onboarding, account maintenance, investment operations, portfolio administration, advisor support, AML and KYC processes, reconciliations, regulatory reporting, and customer servicing. Our flexible operating models allow firms to outsource specific processes or transform end-to-end wealth management operations.
AI helps modernize wealth management operations by automating repetitive tasks, improving document processing, supporting advisor decision-making, and delivering actionable insights from operational data. Infosys BPM combines Generative AI, intelligent automation, and analytics to improve productivity, strengthen compliance, and deliver more personalized client experiences.
Infosys BPM helps financial institutions strengthen compliance across wealth management operations through standardized governance frameworks, automated controls, AML and KYC support, data validation, audit-ready processes, and continuous monitoring. These capabilities help organizations manage regulatory requirements while reducing operational risk.
Financial institutions choose Infosys BPM for its deep capital markets expertise, scalable global delivery model, AI-enabled operational capabilities, and proven experience across the wealth management value chain. Our approach helps organizations improve operational resilience, accelerate digital transformation, enhance client servicing, and achieve sustainable business outcomes.
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