27 October 2020

Wealth Management Services and Outsourcing

Your Saved Items

Saving…

Too many items added to your list

Put the focus back on your clients with smarter wealth management administration

Save & share

Turn your advisors’ attention back to where it belongs – with the customers

Grow your business and your clients’ wealth in the digital age

We have products and solutions that fit your needs

I want to grow more profitably without sacrificing client experience.

1 Product & Solution

Account servicing

Genpact uses end-to-end account servicing, advanced portfolio management tools, and a silo-free operating model to make wealth management operations more efficient and advisors more productive.

Learn More

I want to move beyond my legacy systems.

1 Product & Solution

Business process as a service (BPaaS) technology

Utilizing cloud-based technology, Genpact OpenWealth® is a business process as a service (BPaaS) platform that enables wealth management firms to take a client-centric view of all accounts, helping them grow and scale their business.

Learn More

Genpact Openwealth wealth management transformation driven by technology

I want to digitize my wealth management operations.

1 Product & Solution

AI-powered wealth management platform

Cora LiveWealth is artificial intelligence based wealth management solution that transforms the financial advisor and client experience, and handles data aggregation and data analytics with ease.

Learn More

Find answers to your business needs.

Let’s get started.

Contact Us

Source

Leave a Reply

Your email address will not be published. Required fields are marked *