85%
Platform onboarding acceleration
100X
Client onboarding acceleration
5X
Financial Advisor onboarding acceleration
Wealth management firms redefine the operating model with generative AI: Don't miss the shift
Discover how GenAI is revolutionizing wealth management, from conversational assistants to investment intelligence, report generation, and customer satisfaction.
Embedded finance: Unlocking new revenue streams in everyday interactions
Explore how to integrate financial services into everyday platforms using embedded finance. Learn about market growth, technological enablers, regulatory challenges, and strategic opportunities for fintech and traditional businesses.
Navigate the wealth management journey
Front office transformation for enhanced client experience
Digital wealth management
Seamlessly blend human insight with digital convenience, elevating client experiences across every touchpoint including client relationship management, investment advisory, financial planning, research and analysis, sales and marketing, client education, and more.
AI-enhanced service delivery
Elevate service delivery with GenAI personalization that tailors experiences to unique client needs and priorities streamlined, meaningful interactions. Experience unified, seamless omnichannel engagement for a frictionless journey.
Advisor-centric interfaces
Access hyper-personalized recommendations aligned to your goals and risk preferences. Realize the potential of digital-first solutions coupled with real-time analytics and reporting for informed decision-making. Benefit from scalable, efficient service delivery, and next best action for cross-selling and up-selling.
Middle office optimization for operational excellence
AI-enabled workflows
Empower advisors with AI-enabled tools designed to streamline key middle office functions like risk management, performance analysis, compliance, trade support, investment strategy, product development, client reporting, portfolio modeling, valuation, liquidity management, reconciliation, billing, and more.
Automated compliance tools
Ensure compliance through automated regulatory reporting without compromising efficiency. Receive personalized reports and communication tailored to your preferences for informed decision-making and efficient reporting.
GenAI for business intelligence
Data analytics
Get proactive support with predictive analytics that anticipate client needs and provide relevant advice. Seamlessly integrate market data, research, and analytics through an API-first approach to enhance data management, and leverage large language models to automate operations.
Back office solutions for robust foundations
Efficient back office operations
From transaction processing and custodial services to regulatory reporting and document management, a robust back office infrastructure ensures seamless administration, transparency, and regulatory compliance. Facilitate timely trade settlement, secure asset custody, and streamlined onboarding while maintaining accurate records, implementing auditing controls, generating timely reports, and streamlining documentation.
Future-proof foundations
Adopt agile cloud and DevOps practices, future-proof core systems through application modernization, build reliable data pipelines, implement defense-in-depth security, detect and prevent fraud, and rapidly deliver new capabilities—realizing the potential of innovation, resilience and robust operations.
Related services
Our technology expertise spans all major business domains and functions.
Artificial intelligence
Implement AI solutions to improve customer satisfaction, manage risks, optimize pricing, and enhance operations, driving measurable business growth and efficiency.
Digital engagement
Explore modern digital commerce with composable architecture, mobile-optimized interfaces, AI-enhanced search, and personalized customer experiences powered by advanced technologies.
Data and ML platforms
Leverage scalable AI and analytics to transform data into actionable insights, enabling faster decision-making and competitive advantage through accessible machine learning tools.
Cloud platform and product engineering
Upgrade legacy systems to cloud-native platforms, improving flexibility and reducing costs. Implement automated pipelines to speed up innovation while integrating security throughout development.
IoT and edge computing
Enhance day-to-day operations using IoT and edge computing for improved logistics management, production efficiency, real-time data analysis, anomaly detection, and AI-based pricing optimization.
Our strategic partners
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