Wealth Management

Put the focus back on your clients with secure omnichannel interactions and insights-driven investment advisory.
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Cora Affluent Customer Engagement helps banks provide a truly integrated experience for their wealth management clients.

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

Grow your business and your clients' wealth in the digital age with streamlined wealth management services.

30%

more efficient reporting

50%

reduction in tax reporting delays

10%

upfront cost reduction

We have products and solutions that fit your needs

Genpact’s wealth management services help wealth managers capitalize on data to generate insights using artificial intelligence, create operational synergies, and offer informed, transparent, and personalized experiences for their customers.

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.

2 Products & Solutions

Business process as a service (BPaaS)

Our BPaaS model combines cloud-based technology, a proprietary wealth management platform and our managed services to help wealth management firms grow and scale their business. A BPaaS model means you can take advantage of best-in-class technology and standardized, yet configurable, processes without major capital outlays.

Business Technology Services

We help wealth management firms fast track their digital agenda by transforming their IT ecosystem. Our application, cloud, and third-party integration services connect your enterprise ecosystem, enhance security and automate your business functions. The result – agility, speed, and scalability.

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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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