Wealth Management
Put the focus back on your clients with smarter wealth management administration
Deliver better wealth management processes, more automation, and greater agility with our AI-based platform, Genpact Cora
Grow your business and your clients' wealth in the digital age
more efficient reporting
reduction in tax reporting delays
upfront cost reduction
We have products and solutions that fit your needs
I want to grow more profitably without sacrificing client experience
1 Product & Solution
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 Product & Solution
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 Product & Solution
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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