Wealth Management Services & Tools | HCL Technologies

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Wealth Management

Emerging movements in digitalization impact customer behavior and therefore influence direction for wealth management firms. As client-advisor relationships change course in this dynamic landscape, efficient business planning is now a business imperative. Market leadership must be propelled by understanding investor demand.

Specialized customer expectations call for substantial investments in advisory models as well as customer relationship management (CRM) and reporting tools. Wealth management firms are now looking at new requirements for a comprehensive management solution portfolio. Data models, performance software, and financial planning tools are clearly the need of the hour.

At HCL, we strive to ensure transformation across the value chain through robust financial planning services and solutions. Strategic partnerships with leading global players help deliver efficient wealth management services to clients.

HCL has successfully implemented a gamut of financial planning solutions, reducing time-to-market via autonomous testing facilities:

  • Over $60 million in savings via cutting-edge financial planning tools for an Australian Wealth Manager
  • Ongoing management of an end-to-end application portfolio for a prominent Global Wealth Manager for its U.S operations
  • Partnered with Northstar and SAGE Prospero to offer comprehensive wealth management services to customers

HCL Wealth Management Business Services

Wealth Management Services

HCL helps customers enrich experiences across the entire wealth management lifecycle. Services across critical areas including business strategy, process re-engineering, compliance and risk evaluation, platform support, and digital process operations are powered by our extensive domain expertise.

As a partner of choice, HCL delivers Wealth Management Solutions through an intelligent blend of business processes and technology, successfully addressing industry challenges.

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Our partnerships bring together relevant technology, industry and domain knowledge, with tested products, to present a complete joint solution for our customers. By working together with partners, HCL augments and supports all solution and technology requirements and ensures that the best results are delivered.

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