Solution introduction

Empower your customers by providing a 360 degree view of their investments

The wealth management industry around the world is witnessing a multitude of changes due to more demanding clients, digital transformation, regulatory compliance; internationalization and growing competition. This is leading to increase in overall costs of operations and hitting profit margins. Wealth managers need to have increased focus on risk & compliance, innovation, efficiency & productivity and client centricity.

How can we help?
Credence Analytics -iDEAL Wealth & Funds takes the risk out of change by providing innovative solutions that support the financial services industry through transformation so they can grow and compete. This is achieved by industrializing back office operations; differentiating on client-facing activities and core wealth management competency.

How we offer our solutions:
We provide our solutions either on-premises or with a range of flexible outsourcing options including application service provision (ASP), software as a service (SaaS) and/or with business process outsourcing (BPO).

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