About Asset & Wealth Management

Asset and Wealth Management industry is looking ahead at a decade of disruptive innovation with changing customer expectations, reducing profitability, increasing regulatory pressure and competition from fintech firms

The challenging trends pose an opportunity for asset and wealth management firms to embark on a journey to transform the business through optimization of customer & advisor experience, digitalization of platform for increased STP, agility & cost variabilization and reduction of manual business operations.

With deep industry expertise and Customer Experience focused Engineering DNA, HCL shall formulate, accelerate & deliver Digital Transformation for Asset and Wealth Managers

Business Situation

AWM: Opportunities to Seize

 

 

Fees are being pushed down by investors and regulators. Increased regulation, competition and new entrants are disrupting value chains. As low-cost products gain market share, and larger players benefit from scale economies

We are now stepping into an era in which instant fulfilment and error-free service are the norm

The global financial analytics market expected to grow from USD 6.9 billion in 2018 to USD 11.4 billion by 2023, at a Compound Annual Growth Rate (CAGR) of 10.7%.

HCL Solution

 
 
  • Investment Lifecycle Management
  • MDM, IBOR & Analytics
  • Core Wealth Management
  • Core Asset Management
  • Pensions & Retirements

Investment Lifecycle Management

With many entities fighting for the same NNM across customer segments, Advisor & Client experience transformation is the key to
differentiation in Investment Management


  • Advisor/Agent Experience

    360 Customer view & analytics

    Advisory Tools

    Relationship Intelligence

  • Customer Onboarding

    Client Onboarding Automation

    Client Lifecycle Management through Partner & bespoke solutions

  • Pricing

    Rule Based Pricing Engine

    Transparent pricing & disclosures

  • Customer Service

    Omni-channel experience

    Increase Self-Service

    Automated Advice

    Intelligent Information

Enabled by
  • Investor Personas & Optimized user journeys across investment lifecycle
  • Optimized Advisor User Journeys
  • FinEdge – AWM Advisors/Agents focused CRM solution
 

MDM, IBOR & Analytics

Core Wealth Management

Core Asset Management

Pensions & Retirements

Collaterals

Blogs

Whitepapers

Insights

 

Success Story

CFT- Payment Transactions Processing
A German based Multi-National Financial Services firm

Strategic Partner for Asset Management Platform Digitalization; Wealth & Customer Advisory Platform Transformation

Faster Payments For A Leading Bank In UK
A Global Wealth Manager

End to end wealth management platform support & maintenance with committed cost reduction

Integrated Cash Management portal for Large Global Bank
A British Multinational firm

Avaloq Global Wealth management platform implementation

Consumer Cards – Loyalty (Business Process Monitoring)
An Australian multinational bank

IBOR implementation and consolidation of ABORs

Partnerships

HCL- Avaloq Partnership
HCL - Finastra Partnership
HCL - Suntec Partnership