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Wealth shifts demand operational overhaul

Differentiate UX with help from apps, solution re-engineering and DevOps.
Wealth is growing at a robust pace in each range of market segments defined by gender, age group and risk appetites. The “face” of the consumer is changing as women, millennials and Gen Xers accumulate and gain control of more assets, notes a McKinsey report titled “On the cusp of change: North American wealth management in 2030.” Asset managers have to keep pace with tech-savvy and evolved customers, and shifts in the market, which highlight the need for integrated governance systems. Our offerings, including application development, solution re-engineering and DevOps help you provide a differentiated customer engagement. Change is afoot in the asset management industry with consolidation, market volatility, rising costs, a suite of new technologies, and entry of small and nimble tech-first start-ups. There is increasing demand for integrated governance, risk and compliance (iGRC) systems that will ensure that asset management companies are able to adapt to new regulations across a fragmented regulatory landscape. Additionally, niche firms are narrowing the playing field by accessing market intelligence and leveraging a range of tools at their disposal from a variety of software vendors at affordable prices. Asset managers will have to address the three-pronged challenges in product innovation, cost structures and growth strategies while striving to provide a great client experience and build an engaging value proposition. We have partnerships with leading players in the asset management industry to help them adapt, improve and integrate their front, middle and back-office functions. We help firms with their process architecture, legacy modernization, testing, business process management including solution implementation and consolidation.

Tech integration of middle and back offices

Simplified technology infrastructure helps firms streamline activities across functions.
Working with the asset management industry, we help them adapt, improve and integrate their front- middle- and back-office functions. Front office operations: We are actively involved in core client-facing functions, reshaping and transforming client profile management, advising and expanding digital capabilities, analyzing marketing campaigns and sales, and CRM functions. Middle and back-offices: We help client organizations streamline and integrate middle and back-office functions by helping them simplify application infrastructure, business process automation and redesigned platforms. We have established significant capabilities in research and market analysis, portfolio and regulatory reporting, master data management and strategic customized reporting for specific client needs. The key benefits:
  • Successful collaboration with clients to integrate financial products such as portfolio management systems, discretionary managed models (DMM), and unified (UMA) and separately (SMA) managed accounts.
  • We have designed and developed FINRA 2210 and 10-06 compliant web record retention solutions to comply with regulatory needs pertaining to sales and marketing content published by financial institutions.


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