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Capabilities

Engineering Enterprise Platforms: Pega Data Enterprise Platforms: Appian Cloud Enterprise Platforms: Salesforce Quality Engineering Enterprise Platforms: ERP AI-Led Business Process Solutions Enterprise Platforms: MuleSoft Experience Global Capability Centers

Industries

See All
Banking & Financial Services
Insurance
Travel
Healthcare & Life Sciences
Public Sector
Hi-Tech
Telecom, Media, Automotive, and Energy
Retail, Consumer Packaged Goods (CPG), and Hospitality

Resources

Case Studies Conversation with Pathbreakers Blogs White Papers Tech PoV and Insights

Resources

Case Studies
Conversation with Pathbreakers
Blogs
White Papers
Tech PoV and Insights

Who We Are

About Us Newsroom Leadership Partners Locations Careers Awards & Recognitions ESG Learn more about Coforge
Coforge: Where AI engineering meets industry expertise.

Learn about our company, our vision and values, and the 45,000+ professionals enabling businesses to harness the power of AI.

Learn more about Coforge
Composable Enterprise

Main

AI

Industries

See All
Banking & Financial Services
Insurance
Travel
Healthcare & Life Sciences
Public Sector
Hi-Tech
Telecom, Media, Automotive, and Energy
Retail, Consumer Packaged Goods (CPG), and Hospitality

Capabilities

Engineering Enterprise Platforms: Pega Data Enterprise Platforms: Appian Cloud Enterprise Platforms: Salesforce Quality Engineering Enterprise Platforms: ERP AI-Led Business Process Solutions Enterprise Platforms: MuleSoft Experience Global Capability Centers

Who We Are

About Us Newsroom Leadership Partners Locations Careers Awards & Recognitions ESG Learn more about Coforge
Coforge: Where AI engineering meets industry expertise.

Learn about our company, our vision and values, and the 45,000+ professionals enabling businesses to harness the power of AI.

Learn more about Coforge
Composable Enterprise

Resources

Case Studies Conversation with Pathbreakers Blogs White Papers Tech PoV and Insights

Resources

Case Studies
Conversation with Pathbreakers
Blogs
White Papers
Tech PoV and Insights

Asset and Wealth Management

Create intelligent systems that operate with speed and precision, without compromising control.

At Coforge, we enable private banking, financial advisory, investment management, alternatives, trust, and retirement firms to re‑architect their businesses for an AI‑first future. 

We support 50,000+ advisors, 95+ AWM clients, and operate platforms managing more than $3 trillion in assets. Our services include: 
  • AI‑led growth models
  • Hyper‑personalized experiences
  • Tech‑first, AI‑embedded operations across front, middle, and back-office
  • Modern, cloud‑native platforms
  • Data monetization and AI readiness
  • Compliance, security, and resilience
  • Business process re-engineering

 

Our asset and wealth management offerings are delivered through a consulting‑led model that combines AI‑first solutions, deep domain expertise, and platform accelerators to deliver measurable outcomes at scale.

Advisor Solutions

 

Advisors don’t need more tools. They need time back, stronger client conversion, and audit-ready advice. Our advisor solutions reduce non-productive work, elevate the quality of advice, and keep supervision simple.

 

 

Our Services for Advisors

  • Prospecting and lead management
  • Onboarding and KYC
  • Advice and reviews
  • Day-to-day servicing
  • Compensation and supervision
  • Advisor desktop and mobility


Results Delivered

  • 20–30% more advisor time with clients
  • Higher conversion and wallet share
  • Lower NIGO and faster onboarding
  • Lighter supervision

Client Services

 

Client service is the front line of growth, retention, and regulatory confidence. We build AI-accelerated client service models that cut turnaround times, improve straight through processing, and make evidence effortless.

Our Client Services Offerings

Private Banking and Wealth
Address and ownership changes, transfers, complex service requests, corporate action communications, statements and performance packs, tax docs, complaints and escalations
Alternatives and Fund Administration
Capital calls/distributions, side letter servicing, fee and waterfall communications, K 1/tax packs, DDQ/RFP support, data rooms, LP portals
Custody and Asset Servicing
Asset servicing notices, elections, claims, pricing breaks, reconciliation follow-ups, settlement and cash exceptions, break reduction
Trusts and Fiduciary
Beneficiary servicing, distribution schedules, tax lot and entitlement questions, document management, trustee approvals
Family Offices
Multi-entity service workflows, concierge requests, secure document vaults, approvals, privacy, entitlements

Results Delivered

  • 20–60% reduction in turnaround time (TAT)
  • 10–20% improvement in first contact resolution (FCR)
  • 30–50% reduction in NIGO rate for common forms/requests
  • 50+% increase in self-service adoption for routine requests
  • 100% lineage for compliance evidence

Business Process Services

 

Enable leaner, faster operations with AI embedded end-to-end. We combine deep asset and wealth management domain expertise with proven accelerators to increase throughput, compress cycle times, and strengthen controls.

 

Our Business Process Services

  • Investor and advisor onboarding
  • Advisor operations and commissions
  • Investment operations
  • Fund accounting and custody
  • Investor and portfolio reporting
  • ESG Data Ops


Results Delivered

  • 30+% improved operational productivity
  • 20% lower run costs
  • Up to 50% less incident/log analysis effort
  • Reduced turnaround times for investor/performance commentary
  • Improved availability with AI-driven observability and AIOps

 

Platform Services

 

We build platforms that ship fast, scale reliably, and pass audits, so you can grow AUM, reduce run costs, and improve client and regulator confidence.

Our Platform Services Offerings

Private Banking and Wealth
Advisor and investor platforms, IPS/suitability controls, tax-aware portfolio services, regulated reporting
Alternatives and Fund Administrators
Capital calls/distributions, waterfalls and fee engines, portfolio company data flows, investor portals, financial reporting packs
Custody and Asset Servicing
Securities processing, pricing, reconciliations, corporate actions, settlement, cash management
Trusts and Fiduciary
Trust accounting, distribution policies, beneficiary entitlements, tax lots, fiduciary controls
Family Offices
Multi-entity consolidation, bespoke reporting, document vaults, approvals, service workflows

Results Delivered

  • 50–80% faster releases with AI-assisted delivery
  • Fewer incidents and faster recovery
  • Lower cost to serve
  • Embedded, audit-ready controls