The Asset and Wealth Management industry is facing massive disruption – with dramatic changes in investor attitudes, behavior, and expectations, along with a growing demand for digitally enabled services. There's also an expectation of lower fees, pricing transparency, and a greater willingness to switch providers if investor needs aren't met.
Coforge BPS offers solutions to address these challenges, backed by 20+ years of domain experience in Asset & Wealth Management. This expertise is combined with data, analytics, digital tools, accelerators, frameworks, and platforms. These solutions for the front, middle, and back-office have enabled clients to achieve up to 70% cost efficiency and enhanced compliance. Our client base includes 2 Fortune 100 Global Banks, 5 of the top banks in the U.S., and a global provider of investment processing, operations, and asset management solutions that manages, advises on, or administers over $1 trillion in assets.
2500+ Professionals
50,000+ Advisors Supported
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20 U.S. & Global Institutions
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2 of Top 5 U.S. Broker Dealers
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Top Analyst Recommendations*
40+ Business Transformations
* Everest Peak Matrix 2023, "Major Contender" in Asset & Wealth Management IT Services and BPS Banking Operations
Our Asset & Wealth Operations Footprint
Front Office
- Client Acquisition
- Client Administration
- Investment Advisory Support
Middle Office
- Product Structuring
- Risk Management
- Portfolio Management
Back Office
- Trade Processing/ Settlement
- Asset Servicing
- Accounting
Front Office
- Client Acquisition
- Client Administration
- Investment Advisory Support
Middle Office
- Product Structuring
- Risk Management
- Portfolio Management
Back Office
- Trade Processing/ Settlement
- Asset Servicing
- Accounting
Our Practice Supports
Investment Management
Wealth Management
Private Banking & Trust
Custody Operations
Digital Enablers
Digital Self-service, Real-time Guidance, and AI-powered Advisory
Automating QC, Risk Management & Regulatory Compliance
Conversational Automation Platform
Operations Management Platform Compatible with Multiple Operating
Simplify and accelerate Know Your Customer Investigations
Communities Tool
Workflow & BPM technology built to run operations smoothly & efficiently
Time boxed Consultative Framework for Process Assessments and Operating Model roadmap
AI-powered shared mailbox management
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Related Services
Card Origination & Servicing
Card Disputes & Chargebacks
Card Merchant Services
Retail Banking
Banking Technology Support
Cards & Payment Technology Support
Mortgage
Banking
Insurance
Asset & Wealth Management
With a consultative approach and expertise in business processes, domain knowledge, and technology, our Asset and Wealth Management solutions deliver enhanced customer experience, improved compliance, while reducing costs.
TESTIMONIAL
What Our Clients Have To Say
Thank you so much for your help! We would not have been able to meet the customer’s expectations without the team’s assistance. I appreciate your partnership.
VP, Global Investment Operations
Top 25 U.S. Bank
