Differentiate your services with excellence in technology, compliance and operations
The rebalancing of global wealth is a trend that will earmark the next decade. While the US and Europe will continue to be primary markets, emerging economies will present new opportunities for wealth managers. At the same time, they must address increased competition, compliance, and client demands for transparency.
On the agenda for retail brokerage and wealth management firms are three priorities. One, focus on technology for a superior, differentiated client experience. Two, invest in compliance and controls. Three, reduce operational cost through process excellence and the right outsourcing strategy. Infosys BPM helps retail brokerage and wealth management firms enhance their capabilities in all three priority areas by providing thought leadership as well as highly relevant technology and outsourcing solutions and services.
We have significant experience in servicing retail brokerage and wealth management firms across functions – including client on-boarding, fund administration and accounting, corporate action, trade management, trust services, KYC and AML services, cost basis reporting, custody reconciliations, and mutual fund operations.
In addition to advantages of global delivery, a high degree of scalability, and operational excellence in process management, our differentiators as a service provider include:
Read more about Infosys Customer On-boarding Platform and Cost Basis Case Management System
« Back to Infosys BPM offerings for financial services