Wealth Management

Right from regulatory tightening to the rise of robo-advisors, fundamental changes are happening in the global wealth management business. Wealth managers continue to restructure themselves, realign their geographical spread, and move towards utility based models to gear up for the future. With the increased emphasis on improving sales force effectiveness, digital capabilities are no longer an add-on but an important capability to achieve customer intimacy and business scalability.

How Wipro Helps

Wipro has a proven track record of helping global wealth management firms achieve industry-leading growth through strategic solutions backed by solid domain expertise and cutting-edge technology. Our suite of services and solutions include:

  • Ready-to-deploy full service wealth management solutions
  • Algorithm-based “Robo” advisory solutions
  • Frameworks, tools and solutions for digital enablement
  • Advisor work bench analytics and reporting solutions
  • Business and process transformation services
  • Regulatory transformation services
  • Technology Alliances

    domainExperts

    Wipro has partnered with Sage – a company providing a wide array of end-to-end wealth management products including:

    • Prospero Wealth Management
    • Prospero IAM and Family Office
    • Prospero Fund Administration
    • BlackSwan Financial Platform

    Areas of Expertise

    areasCovered

    Wipro has significant capabilities and credentials across the wealth management value chain including:

    • Client acquisition
    • Client onboarding and planning
    • Investment management
    • Advisor workbench and sales planning
    • Monitoring and reporting

    Credentials

    areasCovered

    Wipro has worked with seven of the top 10 wealth managers globally. An example of the impact of our solutions is as follows:

    • Reduced the application footprint by 30% for a leading global wealth management firm by simplifying processes and eliminating redundancies