Wealth Management
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.
more efficient reporting
reduction in tax reporting delays
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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