An effective Wealth Management service is an integration of all the services that can be provided on one single desktop, like OMS, CRM, back and front office services. Due to the increasing pressure on technology for tighter integration of operations, products and client services in a shrinking IT budget, the wealth management service providers will focus on the following areas,
  • Increased competition
  • Advisory services improvement needs
  • Strategic client relationship
  • Innovation and open architecture
  • Report consolidation and aggregation
With a high level of expertise in this space, Wipro perfectly fits in to partner with Wealth Management service providers and participate in their strategic and tactical IT initiatives,
  • Domain-led engagements
    With a deep domain experience our BA teams have been engaged in critical Wealth Management projects in the areas of CRM, OMS, advisor practice tool and asset allocation platform.
  • Strategic client relationship
    Five of the top 10 global wealth management providers spread across the US, Europe and Asia Pacific are Wipro customers.
  • Tools and technology expertise
    We have the expertise in technology tools and software applications used in front and back-office and across IT Services, such as, analysis, design, application development, maintenance, testing, maintenance, production support, product and package implementation and customization.
  • Complex engagements and innovative models
    Expertise spans client facing back-office and greenfield development, product customizations to maintenance and production support.
 
 
FinTech 100
First, the research firm, along with American Banker and Bank Technology News, sent requests for basic financial information to several thousand technology companies globally that are vendors to the financial services industry. Second, publicly available resources such as Hoovers, Edgar, company filings, and company Web sites were used to validate data provided and to capture additional information. Financial Insights also used research databases, internal research currently underway, previously published reports, and the resources of its parent company, IDC.