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Offerings

Wealth Management

Capital Markets

Wealth management firms are experiencing rising client expectations for personalized services, advisors need for AI based tools and solutions, complex regulatory environments, and increased competition.

Infosys Advantage

Infosys addresses industry challenges with comprehensive digital solutions, including goal-based advisory platforms, efficient AI-driven onboarding processes, integrated technology and operations, and AI led intelligent automation. Our platforms and technologies deliver seamless, scalable experiences, enabling firms to enhance advisor productivity, improve compliance, and foster stronger client relationships.Additionally, Infosys leverages its product competency centers of excellence (COEs), partnerships, homegrown tools and accelerators to drive technology transformations across our clients.

Service Offerings

Improve service design for better client/employee experiences, goals-based advisory platform, digital lab and factory to reimagine client and advisor experiences, persona-based operations dashboard, streamline AML/KYC processes

Achieve operational excellence and intelligent automation to improve time-to-market and provide guided self-service for investors

Increase efficiency, reduce costs, provide better experiences, and drive the ability to scale through Generative AI, Workflow, Data Transformation

Help advisors with semantic search and meeting summarization for deeper and richer client conversations at scale Driving client experience through actionable intelligence.

Drive agility and innovation through seamless cloud implementation and transformation, optimizing operations using persona-based operations dashboard and enhancing client experiences

Provide wealth managers with robust enterprise data operations, enabling accurate insights, seamless data integration, and enhanced decision-making.

Outsource middle and back-office functions to drive efficiency and performance while releasing bandwidth for business growth

Leverage the right framework to manage all 3 lines of defense to address control, risk, and regulatory requirements

Line

Solutions

A comprehensive wealth management platform integrated with Infosys’ Finacle banking platform. Easy to integrate with other products and the financial technology ecosystem

We are continuously building our database of use cases for the wealth management domain and work with our internal teams and clients to build POCs of interest.

Adopting best practices and learning from existing engagements, thereby releasing bandwidth for business growth at scale

Risk-fit model, zero-disruption transfer of processes, service-level management, governance

Helping wealth managers drive agility and innovation through seamless cloud implementation and transformation, optimizing operations, and enhancing client experiences

AI-first approach to enable seamless and efficient client onboarding as well as regulatory compliance, enhancing operational precision and client satisfaction

Framework for M&A across wealth firms, registered investment advisor (RIA) consolidation, product partnerships

Case Studies

Case Studies

Case Studies

Transforming KYC for a Large Global Bank with 100+ Jurisdictions

Discover how Infosys collaborated with a leading financial institution to revamp their KYC processes, ensuring strict regulatory compliance and enhancing customer experience.

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Improving Financial Advisor Experience with GPT Models

Learn how a top financial institution enhanced its Wealth business using Open AI's GPT Models for greater efficiency and insights.

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Rethinking Wealth Management through Cutting Edge Digital Transformation

Find out how a global wealth manager enhanced client and advisor experiences, streamlined operations, and succeeded using Infosys' comprehensive solution leveraging domain, design, data, and technology.

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Accelerating the largest M&A Transaction in Financial Services

Discover how Infosys revolutionized the largest M&A transaction in Financial Services history, overcoming unprecedented scalability challenges and achieving seamless integration across their platforms.

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