Wealth Management BPM Services


Digitalisation and easy accessibility of service, anytime, anywhere are the key trends in the wealth management space. Costs are optimized by platform optimisation and rationalisation. Data aggregation and 360-degree client view to provide better insights, automate repetitive activities, AI-led solutions to prevent client attrition, and delivering insights to the client are the need of the hour.

We support multiple wealth management clients across functional value chain, including securities and banking operations. We apply our proprietary Process Progression Model (PPMTM) framework and help organisations transform operating models, improve business performance, and standardise processes with reduced costs.

Our Offerings

We support global wealth management firms across their value chains including in key processes such as:

  • Settlements
  • Corporate Actions
  • Reconciliations
  • Reference Data
  • Client Onboarding
  • Payments
  • Loan Administration
  • Compliance, including AML and KYC processes
  • Account Opening and Maintenance
  • Equity Research and Fundamental Analysis
  • Earnings Estimates
  • Reporting

Why us?

We are uniquely placed in driving process transformation by leveraging our cross-functional teams across technology, consulting, and operations, and our home-grown Nia and AssistEdge product suites to drive digitisation across value chain. We deliver benefits such as:

  • 40% reduction in average handling time (AHT) of account opening process for a US-based financial advisory firm.
  • Automation of reference data process for a wealth management client resulting in productivity benefits of 50%.

We have a dedicated CoE (Wealth Management, Asset Management, and Investment Banking) that focuses on best practices, monitoring regulations, metrics/benchmarks, knowledge management, training, and partnerships. Our on-demand e-Learning modules with certification are accessible anytime, anywhere.

We have strategic partnerships with global leaders/fintech/regtech in the Wealth Management space across advisory, platform, and RPA/ML/AI providers, giving our clients the best solutions tailormade to their needs.

We take a holistic view and provide an end-to-end integrated technology and operations solutions to our asset management clients. 

Our proprietary Infosys Finacle platform offers front-to-back office modular, multicurrency, multilingual, fully scalable, and a comprehensive Wealth Management solution.

We have a strong Wealth Management practice providing support to our global clients by leveraging our Global Delivery Model, including onshore, nearshore, and offshore delivery centres.

Request for services

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