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At Coforge, we have enabled 40,000+ financial advisors globally in addressing business challenges due to increasing investment complexity, more focus on succession planning, and ever-changing regulatory environment. As rapid advancement of technology such as robo-advisors and other online brokerage platforms have disrupted the traditional advisory business, Coforge helps its customers through its innovative solutions in client onboarding, portfolio management, client services, and back office automation. For a global platform provider, Coforge helped in building a modern advisor desktop solution, which helps the new generation of tech-savvy advisors to enhance their service offerings, improve efficiency and provide a seamless client experience.

Our team of seasoned experts possesses deep domain knowledge and a comprehensive understanding of the asset and wealth management industry. We leverage this expertise to deliver tailored solutions that address the specific needs of advisors, enabling them to stay ahead of the competition and meet the need of new generation customers.

Here's how our technology consulting and outsourcing services can benefit investment managers in the asset and wealth management division:

  • Advanced Technology Solutions: As business control is being transitioned to a new generation, there is a demand for new advisor experience solution that supports transparency and better collaboration. We offer cutting-edge technology solutions that are designed to optimize your operations and improve decision-making. From sophisticated data analytics and predictive modeling to cloud computing and artificial intelligence, our solutions enable you to harness the power of technology to drive new business experiences.

  • Streamlined Processes: We understand that the financial advisory market is highly regulated and keeping the existing processes aligned with the ever-changing regulatory environment is challenging. The processes need to be efficient and scalable to adapt to new environment. Our experts work closely with you to identify bottlenecks, streamline workflows, and implement best practices. By automating manual tasks and enhancing operational efficiency, we help you reduce costs, minimize errors, and improve overall productivity.

  • Scalable Solutions: As the investment landscape is becoming more complex with a wide range of products, markets, and investment strategies, we provide an agile and scalable model to respond fast to business demand. We offer scalable technology infrastructure and platforms that can adapt to your changing needs. Whether you are expanding into new markets, launching new products, or integrating acquisitions, we provide flexible solutions that align with your strategic goals.

  • Cost Optimization: We understand there is an increasing pressure to justify the fee and value proposition in financial advice. Our technology consulting and outsourcing services help you achieve cost efficiencies through process improvements, automation, and resource optimization. By reducing overhead expenses, you can allocate resources strategically and invest in growth initiatives.

Partnering with Coforge ensures that you have a dedicated team of technology experts who are committed to building new differentiations and value-added services to attract and retain clients. We collaborate closely with your internal teams, providing end-to-end support throughout the project lifecycle.

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