Reimagining Asset & Wealth Management with New Gen Solutions.
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Next-Gen Onboarding: Elevating Institutional Client Onboarding Experience in a Digital Age.
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Case study
Check Fraud of over $45MN prevented for a Top 40 U.S. Bank in 1 year.
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Blog
Adapting to new Compliance Technologies for Banking & Financial Services.

Case study
Intelligent Automation COE: Driving Enterprise Transformation for a Global Investment Management Company.
Coforge BPS offers solutions to the Asset & Wealth Management industry backed by 20+ years of domain experience and combined with Gen AI industry ready use cases, data, analytics, digital tools, accelerators, frameworks, and platforms. These solutions for the front, middle, and back-office have enabled clients to achieve up to 70% cost efficiency and enhanced compliance.
Our client base includes 2 Fortune 100 Global Banks, 5 of the top banks in the U.S., and a global provider of investment processing, operations, and asset management solutions that manages, advises on, or administers over $1 trillion in assets.
Success stories.
Case study | Asset & Wealth Management.
Transforming Stakeholder On-Boarding for a Financial Services Leader.
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Case study | Asset & Wealth Management.
Transforming Stakeholder On-Boarding for a Financial Services Leader.
What we know.
Blog | Asset & Wealth Management.
Challenges & best practices for implementing KYC Automation in US Banks.
Blog | Asset & Wealth Management.
QaaS Add-Ons: The Key to unlocking Excellence in Existing Quality Control?.
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Blog | Asset & Wealth Management.
Challenges & best practices for implementing KYC Automation in US Banks.
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Blog | Asset & Wealth Management.
QaaS Add-Ons: The Key to unlocking Excellence in Existing Quality Control?.
Our credentials.
1. 3.5M
Investment Management Transactions
1M+
Account Transfers
600K+
Securities Data Services
400K+
Performance Reporting
Our clients.




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WHAT WE DO.
Explore our wide gamut of digital transformation capabilities and our work across industries.
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