Retail Banking

Wealth Management

Generating Wealth Impact

Genpact offers transformational wealth management solutions for the banking industry. We design, transform, and run intelligent business operations through our unique Lean DigitalSM approach, which combines advanced process-centric digital technologies, design thinking, Lean principles, and deep domain expertise. Genpact's proprietary solution OpenWealth® provides an efficient end-to-end solution for wealth managers and financial advisors, allowing wealth management firms to focus on raising and managing investor assets while improving client satisfaction and increasing profitability.


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Genpact OpenWealth® is a business process as a service (BPaaS) platform that leverages cloud-based technology to enable wealth management firms to administer a client-centric view for all accounts to grow and scale their business. Its advanced capabilities integrate investor suitability, account management, portfolio management, rebalancing, trading, pre-trade compliance management, and more – all on a single platform. OpenWealth® combines next-generation technology and Genpact's service excellence to enable wealth management firms to reduce time to market and deliver holistic and integrated services to customers while keeping costs down.