Wealth Management

Put the focus back on your clients with smarter wealth management administration

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1.

Turn your advisors' attention back to where it belongs – with the customers

2.

Deliver better wealth management processes, more automation, and greater agility with our AI-based platform, Genpact Cora

3.

Grow your business and your clients' wealth in the digital age

30%

more efficient reporting

50%

reduction in tax reporting delays

10%

upfront cost reduction

4.

We have products and solutions that fit your needs

I want to grow more profitably without sacrificing client experience

1 Products & Solutions

Account servicing

Genpact uses end-to-end account servicing, advanced portfolio management tools, and a silo-free operating model to make wealth management operations more efficient and advisors more productive.

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I want to move beyond my legacy systems.

1 Products & Solutions

Business process as a service (BPaaS) technology

Utilizing cloud-based technology, Genpact OpenWealth® is a business process as a service (BPaaS) platform that enables wealth management firms to take a client-centric view of all accounts, helping them grow and scale their business.

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Genpact Openwealth wealth management transformation driven by technology

I want to digitize my wealth management operations.

1 Products & Solutions

AI-powered wealth management platform

Cora LiveWealth is artificial intelligence based wealth management solution that transforms the financial advisor and client experience, and handles data aggregation and data analytics with ease.

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Find answers to your business needs.