Empowering Asset & Wealth Management: Customized Strategies and Data-Driven Insights.

At Coforge, we're not just keeping pace with the AWM industry - we're helping to shape its future. We are driving digital enablement and delivering tangible business value across private banking, financial advisory, investment management, and regulatory compliance sectors. We have a significant footprint in the industry, supporting over 50,000 advisors, over 50 clients & support platforms managing over $1.8T AUM/A.

We are helping our customers

• Explore new business and operating models - Digital, Direct, AI Based – focused on New Generation of Investors/Wealth.
• Deliver Hyper-personalize CX to Investors, Advisors & Employees while improving operational efficiency with Frictionless Digital Operations – Front, Middle & Back Office – By Transforming Operations, Contact Centers & Business Processes.
• Implement a tech-first strategy for business process transformation.
• Modernize and implement modern wealth and investment management platform with greater speed of change and business agility.
• Monetize Data & Technology Investments to innovate against competition and
• Meet compliance and regulatory requirements, improve IT security and operational resilience.

Our AWM offerings cover the entire value chain, from sophisticated wealth management platforms to cutting-edge investment management solutions, addressing industry's most pressing challenges head-on by leveraging our deep domain expertise, digital transformation capabilities, business process capabilities, and AI-powered solutions such as Advisor Copilot.