Retail Banking

Wealth Management

Generating Banking Impact

Genpact offers a wide range of wealth management services for the banking industry. We design, transform, and run intelligent business operations that leverage advanced operating models to make our clients more competitive, helping them to grow and manage costs, risks, and compliance across a range of functions.

Genpact's proprietary solution OpenWealth® provides an efficient end-to-end solution for wealth managers and financial advisors, allowing you to focus on raising and managing investor assets instead of administrative processing. Whether working with an independent RIA, broker/dealer, bank, or insurance company, OpenWealth provides the key to client satisfaction and enhanced profitability.

Genpact OpenWealth has the tools to make your job more efficient, allowing you to focus on revenue growth and enhanced client service. Genpact OpenWealth offers streamlined portfolio management and administration:

  • Automated restrictions, income optimization, and transition management
  • Integrated investor suitability, proposal generation, portfolio creation, and account opening
  • Flexible portfolio construction tools combined with automated portfolio alerts to expand advisor capacity
  • Multiple rebalancing schedules and automated rebalancing triggers to meet investor needs and advisor recommendations
  • Extensive platform and investment options deliver the automation to support your growing business needs

Solutions

Genpact wealth management services encompass the following:

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Front office

  • Lead generation
  • Market research
  • Contact center
  • Preferred management and analysis

Middle and back office

  • Mailroom, scanning, indexing
  • Species and cash transfers
  • Order management
  • Account opening and maintenance
  • Data management; Corporate actions
  • Risk and portfolio management
  • Performance measurement and analysis
  • Reconciliation
  • Trust services

Finance and Accounting

  • Tax optimization/Reporting assistance
  • Regulatory reporting
  • AP/AR ¡V Fee/Rebates
  • Cash and stock reconciliations
  • Corporate accounting

IT services

  • Application development and maintenance for proprietary systems
  • Front-end/client- and FA-facing systems
  • Reporting enhancements for legacy applications
  • Order entry systems
  • Migration of portfolios to new systems

Impact

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