Wealth Management

KYC Transformation for a Large Global Bank with 100+ Jurisdictions

In today's ever-evolving financial services market, institutions are under immense pressure to comply with stringent regulatory requirements while maintaining operational efficiency. The demand for seamless customer onboarding and adherence to regulatory standards has never been higher.

This case study explores how Infosys partnered with a global financial institution to reimagine their KYC journey, ensuring strict adherence to regulatory standards and enhancing customer experience.

About the Client

Our client, a global financial institution with a footprint in 100 + geographies, faced significant challenges of navigating their KYC processes across multiple jurisdictions. With numerous systems and non-standardized processes, they struggled with inefficiencies and high operational costs.

• Challenges
• The Infosys Solutions
• Business Benefits

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Ready to transform your KYC/AML processes? Reach out to learn how Infosys can help you achieve your goals.

Enhancing Financial Advisor Experience with Open AI GPT-Models

In the rapidly evolving financial services industry, efficiently managing vast amounts of data is crucial for maintaining a competitive edge and enhancing advisor productivity. Financial advisors must provide personalized and insightful advice to their clients while navigating the complexities of the market.

This case study explores how Infosys partnered with a leading financial services institution transformed its Wealth business by leveraging the power of Open AI's GPT-Models for unparalleled efficiency and insights. This collaboration not only enhanced the advisors' experience but also led to significant improvements in productivity and client satisfaction.

About the Client

Client is a global financial services firm, headquartered in US, offering a wide range of services including investment banking, wealth management, and investment management, serving corporations, governments, institutions, and individuals.

• Business Challenges
• The Infosys Solutions
• Business Benefits

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Transform Your Business with Innovative AI Solutions. Contact us to learn how Infosys can revolutionize your business operations with cutting-edge AI technology.

Unlocking the future of wealth management through cutting-edge digital transformation

In the competitive landscape of wealth management, firms face significant challenges, from inefficient account management processes and outdated technologies to adapting to evolving regulations and combating increasing competition from fintech disruptors. These factors collectively inflate operational costs and reduce both advisor satisfaction and client experience, demanding comprehensive transformation to optimize cost.

This case study delves into how Infosys collaborated with a leading wealth management firm to enhance their advisor and client experiences. By streamlining processes, modernizing technology platforms, and fostering a culture of innovation, this partnership not only drove significant business benefits but also positioned the client ahead of industry competition.

About the Client

The client is a global multinational investment bank and financial services company, known for its global wealth management, private banking, investment banking, and asset management services. Client offers a comprehensive suite of wealth management solutions, including financial planning, investment management, and retirement planning services.

Furthermore, our client has committed to building a next-generation wealth platform that redefines the future of wealth management. Recognizing the need, client partnered with Infosys to modernize and optimize their platform to meet the evolving needs of their advisors and clients.

• Challenges
• Infosys Solutions
• Business Benefits

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Ready to transform your wealth management platform? Contact us today to learn how Infosys can help you achieve your digital transformation goals. Reach out to our experts for a personalized consultation and take the first step towards unparalleled success.

The M&A Success Story: Infosys accelerating the largest M&A Transaction in Financial Services

In the competitive landscape of financial services, the merger and acquisition (M&A) space poses significant challenges and opportunities for scaling operations and integrating diverse systems. This market dynamic requires innovative solutions to handle increased data volume and maintain seamless service delivery.

This case study explores how Infosys provided crucial support in modernizing infrastructure, integrating platforms, and ensuring smooth client migration processes, addressing scalability challenges and achieving seamless integration. This collaboration not only facilitated the largest M&A transaction in Financial Services history but also positioned the client at the forefront of the industry with enhanced enterprise-level capabilities.

About the Client

Client is a leading Broker-Dealer, Wealth Manager, and RIA Custodian in North America. They offer a range of services, including brokerage and trading, retirement accounts, education and custodial services, personal choice retirement, and small business accounts.

• Challenges
• Infosys Solutions
• Business Benefits

Get in Touch

If you are inspired by this case study and want to explore how Infosys can assist your business in achieving similar success, Contact us today for more information.