Wealth System of Engagement

Streamline wealth management operations with a unified system of engagement powered by AI

Overcome operational challenges with a comprehensive solution

Wealth operations often struggle with complex models, siloed systems, and manual tracking, causing inefficiencies, high costs, and delays. This impacts customer and advisor experiences, limiting AUM growth. Genpact Wealth System of Engagement (WSOE) connects operations and data, breaking silos. It can help reduce cycle times, cut costs, improve customer and employee satisfaction, bolster compliance, and boost straight-through processes.

Connect people and processes, and break data silos, to streamline workflows and enable smarter operations.

Integrate teams, systems, and data across the life cycle to boost collaboration, help reduce risks, and improve efficiency.

Automate case creation, case management, workflows, and alerts while handling exceptions with agentic extensions.

By replacing manual processes with intelligent AI agents, WSOE helps reduce operational redundancies and associated costs.

Real-time KPI tracking boosts accountability, detects issues early, and allocates resources proactively for operational efficiency.

Harness the power of partnership

Genpact partners with leading technology platforms to help drive impactful operational improvements. Through strategic collaboration and proven frameworks, we enable faster time to value and greater consistency across environments. Our collaborative approach accelerates deployment while supporting scalability and compliance.

Cut go-live time with Genpact's proven accelerators

Genpact helps streamline project initiation through reusable accelerators, standardized templates, and a robust use-case library. These assets simplify requirements gathering and help reduce effort during early phases, enabling faster alignment and improved efficiency, cutting initiation timelines by up to 25% while maintaining flexibility for client-specific needs.

 

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