A unified, AI-powered platform modernizing wealth operations
Wealth Unified SOE connects fragmented wealth management processes into a single ServiceNow-based platform. Embedding AI allows automated case management and better integration with legacy systems, helping firms onboard faster and at lower cost. A unified SOE enhances transparency and helps boost profitability. Overall, Wealth Unified SOE is helping firms deliver a modern, seamless client and advisor experience.
A unified system of engagement enabling better case visibility, fewer errors, and stronger collaboration.
Advisor productivity uplift up to
50%
reduction in errors and manual handoffs
Gen AI-driven chatbots and smart routing optimize case handling and reduce operational workload.
Gen AI-driven efficiency up to
50%
average handle time reduction
Rethinking the wealth client journey
Digitize and simplify onboarding to accelerate time to revenue and elevate client experience. Reduce friction for high-net-worth individuals while enabling advisors to focus on higher-value advisory work instead of operational follow-ups.
Integrating fragmented platforms
Connect legacy systems, data, and teams through a single unified workspace. By reducing manual handoffs and automating workflows, firms can help lower errors, reduce compliance risk, and improve collaboration across the lifecycle.
AI embedded across the value chain
From intelligent case classification to virtual assistants and automated responses, gen AI can help improve accuracy, accelerate processing, and enhance both advisor and client satisfaction.
Building a resilient operating model
Genpact implemented a unified ServiceNow platform for a global fintech company that improved customer experience by approximately 20%–30%, reduced errors by around 50%, and advanced its ZeroOps ambitions.