Asset & wealth management
Asset and wealth management firms continue to operate in a complex marketplace with an ever-increasing pressure of bending the cost curve and be responsive to evolving customer needs. With 25+ years of experience in the domain we have developed a wide range of capabilities across the entire value-chain to help our clients prepare and apply bespoke digital roadmaps. 

Using our 1000+ strong team of wealth and asset management specialists and technology practitioners along with our digital IPs, proprietary program delivery frameworks,  technology accelerators and leveraging ecosystem partners, we help our clients craft unique end-user experience across all available channels that bolsters engagement, improve advisor productivity, transform operations beyond tactical cost cutting, enable an insight-driven enterprise, modernize infrastructure and securely migrate business applications to the cloud.

Our capabilities

• Digital wealth
  Crafting unique client experiences across all available channels to bolster engagement and retain assets.
• Smart operations
  Leveraging middle- and back-office automation solutions to transform operations beyond tactical cost-cutting.
• Advisor productivity
  Accelerating financial advisor’s productivity and efficiency with ready-to-use frameworks and state-of-the-art accelerators.
• Core platform
  Delivering exceptional business outcomes with Coforge’s next-generation core business platform integration services
• Enterprise data
  Enabling greater data control and transparency with our 20+ years’ expertise in leading EDM platforms.
• Connected economy
  Unlocking the promise of a connected economy with our advisory-led cloud services, innovation, and differentiation.