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Providing application and business operations services for a leading wealth management platform

The Client

A leading global provider of investment processing, investment management, and investment operations solutions for the financial services industry.


Our time-tested relationship of 25 years has evolved from a tactical to a strategic to transformational partnership. 

Development Partner 1995

From web development to Custom Development across middle & back office applications, supporting legacy trust accounting platforms, and application maintenance, Coforge helped deliver a competitive edge.

Strategic IT partner 1998

As a strategic IT partner, Coforge undertook Landscape Management, Product Implementation, Enterprise Data Management, Enterprise Platforms, Remote Production Support, and Infrastructure Management.

Business Operations 2005

Coforge handled the office & Middle office Operations, Account Openings. Other activities included AML, BPO, Global Wealth Platform, Advisory Network Support, Corporate Actions, and Trade Settlements.

Transformational Partner

As a transformational partner now, Coforge undertakes IT BPO Integration, DevOps Automation, Data Center Modernization, Cloud Journey, Platforms Integration, Automation / RPA / Lean / 6-Sigma, NOC/SOC.

The Result

The transformational journey has resulted in helping deliver corporate strategy, 10,000 person-years of solutions delivery, and counting, 35% reduction in operating costs leveraging applications managed services framework, 1000+ resources on active projects across 5 locations, 45+ software products supported, 400+ releases per year.

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