Transforming wealth management with AI
Wealth management companies often manually process data from fund management statements. The results? Mistakes in billing and customer assets reporting. But thanks to Genpact Cora LiveWealth – an AI-driven solution with patented extraction technology – you can now automate reporting processes easily. This always-live, flexible solution reduces errors and frees financial advisors for more value-added services.
LiveWealth's engine gathers data from custodians and extracts information from financial statements for a normalized view.
Extract data and create a view with up to
100%
accuracy, automatically
Reimagine wealth management with AI
Management firms can enhance client experiences economically and efficiently with Cora LiveWealth – all without disrupting their existing IT infrastructure. Our solution utilizes AI-driven agents to improve wealth and asset management processes, helping financial advisors develop growth-focused strategies for their clients more quickly.
A no-hassle integration
Cora LiveWealth seamlessly integrates with your firm's existing technology and processes. The platform enables asset analysis on the same day or in near real time. It also extracts information from documents, normalizes the extracted data according to your preferred template, and analyzes the normalized data to provide a comprehensive overview.
- Teaser 1
- Teaser 2
- Teaser 3