Empowering Asset & Wealth Management: Customized Strategies and Data-Driven Insights.
![Leader: NelsonHall’s Wealth & Asset Management Services NEAT 2024 Leader: NelsonHall’s Wealth & Asset Management Services NEAT 2024](https://www.coforge.com/hubfs/Web%201280%20%E2%80%93%201-1.png)
Analyst Assessment
Leader: NelsonHall’s Wealth & Asset Management Services NEAT 2024
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.
Services & Solutions.
Success stories.
Case Study | Banking and Financial Services
Personalized Customer Experience for a Wealth Management Firm.Case Study | Banking and Financial Services
Financial Crime Transformation for a Global Bank's UK subsidiary.Case Study | Banking and Financial Services
Implementing Automated Testing Solution for Agile and DevOps Project.![CS Item 1 (7)](https://www.coforge.com/hs-fs/hubfs/CS%20Item%201%20(7).jpeg?width=600&height=800&name=CS%20Item%201%20(7).jpeg)
Case Study | Banking and Financial Services
Personalized Customer Experience for a Wealth Management Firm.
![CS Item 2 (8)](https://www.coforge.com/hs-fs/hubfs/CS%20Item%202%20(8).jpeg?width=600&height=800&name=CS%20Item%202%20(8).jpeg)
Case Study | Banking and Financial Services
Financial Crime Transformation for a Global Bank's UK subsidiary.
![CS Item 3 (9)](https://www.coforge.com/hs-fs/hubfs/CS%20Item%203%20(9).jpeg?width=600&height=800&name=CS%20Item%203%20(9).jpeg)
Case Study | Banking and Financial Services
Implementing Automated Testing Solution for Agile and DevOps Project.
What we know.
Blog | Banking and Financial Services
Transforming Financial Advisory with Coforge's AI-powered Copilot.Blog | Banking and Financial Services
Navigating the evolving landscape of Asset & Wealth Management.Blog | Banking and Financial Services
Leveraging GenAI in Asset & Wealth Management.![Artefact 1 (2)](https://www.coforge.com/hs-fs/hubfs/Artefact%201%20(2).jpeg?width=600&height=800&name=Artefact%201%20(2).jpeg)
Blog | Banking and Financial Services
Transforming Financial Advisory with Coforge's AI-powered Copilot.
![Artefact 2 (1)](https://www.coforge.com/hs-fs/hubfs/Artefact%202%20(1).jpeg?width=600&height=800&name=Artefact%202%20(1).jpeg)
Blog | Banking and Financial Services
Navigating the evolving landscape of Asset & Wealth Management.
![Artefact 3 (2)](https://www.coforge.com/hs-fs/hubfs/Artefact%203%20(2).jpeg?width=600&height=800&name=Artefact%203%20(2).jpeg)
Blog | Banking and Financial Services
Leveraging GenAI in Asset & Wealth Management.
Connect with our experts.
WHAT WE DO.
Explore our wide gamut of digital transformation capabilities and our work across industries.
Explore![team Join team](https://www.coforge.com/hubfs/3-2.jpeg)