Crafting a New-age Wealth Management Story
With changing demographics, inter-generational wealth transfer, and rapid digitalization, the wealth industry is undergoing a transformative shift. HCLTech's wealth transformation capabilities keep pace with this evolution. It enhances customer experiences and reduces tech debt, all on a top-tier platform.
With industry-leading IPs and accelerators, we facilitate risk-mitigated approaches, ensuring swift market entry and sustained success. We also modernize systems to optimize operational efficiency and reduce costs. This transformative journey helps elevate client interactions and foster loyalty.
Transforming the Path to Digital Wealth Management
Explore offerings that seamlessly integrate technology to drive growth for your investments.
Wealth transformation
Rooted in platform-based innovation, our offering grants unparalleled access to data, analytics and bespoke investment strategies tailored to specific geographic requirements. The comprehensive array of services include platform build, run cost optimization, legacy modernization, cloud adoption, product implementation, system integration, upgrades, testing and automation. Avaloq is a crucial partner in the wealth transformation journey, and aSpark and Reclaimer from HCLTech Confinale Wealth Solutions are the IPs we have on the Avaloq platform.
Customer onboarding
HCLTech's suite provides streamlined experiences, featuring self-directed eClient onboarding. Think omnichannel, with uniform experiences and self-service options, personalized interactions, efficient chatbot support, simplified pricing and billing, comprehensive advisory tools and insightful analytics for informed decision-making.
Customer servicing
HCLTech offers a unique approach to life goal fulfillment with our tailored marketplace. It enhances advisory experiences by optimizing the entire lifecycle. This involves prospect triaging, empowering self-service capabilities, automating administrative tasks, planning with data insights and utilizing web content for effective training.
Robo advisory
Experience a seamless digital investment journey that integrates advice and acquisition, and introduces you to our services that include managed portfolios. HCLTech’s robo advisors, powered by cutting-edge Generative AI capabilities, offer personalized investment strategies that continuously adapt to the evolving dynamics of the capital markets.
Data analytics
HCLTech offers end-to-end master data management (MDM) and Investment Book of Record (IBOR) services, starting with discovery assessment to evaluate readiness, followed by due diligence to identify the best-fit solution. Our core implementation of this solution utilizes a combination of commercial off-the-shelf (COTS) and custom-built solutions to meet your specific needs effectively.
Environment, social and governance (ESG)
Understanding the need to expedite data foundation for financed emissions, our tailored-solutions offer optimizes its dealer’s process flow to connect, cooperate and complete the lease request applications. A simplified approach for your organization, ensuring streamlined compliance with quantification processes. With our sustainability-focused decision-making tools, actively involve stakeholders, set ambitious targets and embark on a genuine de-carbonization path.
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Why HCLTech Wealth Management?
With a team of over 250 professionals dedicated to excellence in wealth management, our expertise extends to industry-leading platforms like Avaloq Business Unit and the Confinale acquisition, bolstered by a collaborative partnership with FNZ. With these capabilities, plus years of experience working with wealth managers, we are well-equipped to deliver solutions that can adapt to changing market conditions and evolving financial landscapes.
Extensive knowledge
Proficiency in advanced technology platforms
Deep domain expertise
Years of experience working with wealth managers
Flexible and adaptable
Adapts to changing markets with a forward-looking approach
Dedicated support
Instant response to customer demands and challenges
Insights and News
Deployed scalable platforms for global financial investment firm
The revamped mutual fund platform improved response times, provided a seamless onboarding process and enabled cross-currency investments
HCLTech acquired Confinale to create a holistic set of solutions to transform the wealth management market
Explore how forward-thinking wealth management firms are using chatbots to deliver an outstanding client experience.
Frequently Asked Questions about Wealth Management Services
HCLTech wealth management services deliver end-to-end digital transformation for wealth managers. We modernize legacy systems, streamline onboarding, enhance client experiences and provide robust data analytics, ESG solutions and platform integrations. Our deep industry experience ensures operational efficiency, regulatory compliance and innovative solutions tailored to your business needs.
We streamline customer onboarding with self-directed, omnichannel solutions that create consistent, efficient and personalized experiences. Our approach leverages automation, chatbot support and actionable analytics to reduce onboarding time, minimize manual effort and ensure regulatory compliance—helping clients build trust and accelerate growth from the very first interaction.
HCLTech’s robo advisory solutions use advanced GenAI to tailor investment strategies to each client’s goals, risk profile and market conditions. This technology enables scalable, cost-effective portfolio management while maintaining a personal touch, ensuring clients receive advice and recommendations that adapt dynamically to changing market conditions.
Our ESG solutions help clients establish robust data foundations for tracking financed emissions, streamline compliance and set ambitious sustainability targets. With specialized tools for quantification and stakeholder engagement, we enable wealth managers to integrate ESG factors into investment decisions—supporting responsible investing and long-term value creation.
Absolutely. Our wealth management solutions are designed for flexibility and rapid adaptation. We continuously monitor market trends and regulatory shifts, enabling us to update systems, processes and strategies quickly. This ensures clients stay ahead of the curve, maintain compliance and capitalize on new opportunities as they arise.
We help clients embrace digital wealth management by integrating advanced technologies, automating processes and personalizing client interactions. Our expertise in platform builds, cloud adoption and analytics empowers wealth managers to deliver seamless, data-driven experiences—enabling faster decision-making, improved compliance and greater client satisfaction in a rapidly evolving market.
Our wealth management solutions include comprehensive advisory tools, automated administrative workflows, data-driven planning and digital marketplaces. By optimizing the entire advisory lifecycle, we enable wealth managers to deliver proactive, personalized service—improving client engagement, reducing operational overhead and supporting clients in achieving their financial goals.
We leverage master data management (MDM) and Investment Book of Record (IBOR) services to provide actionable insights. Our analytics solutions help clients identify growth opportunities, manage risk and optimize investment strategies. By combining commercial and custom-built tools, we ensure strategies are data-driven, measurable and aligned with client objectives.
We have deep expertise in integrating Avaloq and FNZ platforms, ensuring seamless data flow and system interoperability. Our proprietary IPs, such as aSpark and Reclaimer from Confinale Wealth Solutions, accelerate implementation and customization—helping clients modernize their technology landscape while minimizing risk and disruption.
Clients choose HCLTech for our unmatched industry expertise, deep platform knowledge and commitment to innovation. With over 250 dedicated professionals and proven partnerships with Avaloq and FNZ, we deliver tailored, future-ready solutions that drive growth, enhance efficiency and help clients thrive in a dynamic financial landscape.
