Industries

Capital markets

Wealth management

The future
of advice is scale
and speed

With AI and analytics, it’s also personalized. We partner with wealth managers to solve business challenges that range from client and platform strategy to operations.

Core Platform Modernization

Gain the benefits of a core platform

Modernizing core operating platforms is a critical first step in digital transformation. Your organization gains improved decision support for the front office as well as functions such as credit, compliance and risk. Improve straight through processing (STP) rates and operational efficiencies. Most important, the streamlined, enriched data supply chain becomes a foundation for transforming client and advisor experience and leveraging analytics and AI.

Cognizant Core Platform Modernization includes

  • Design of front-to-back business architecture
  • Review and reengineering of core business processes
  • Identification of gaps and customization needs
  • Rollout of the operating platform, including migration of data to the target platform and change management
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Improve and automate the middle office

The middle office is your opportunity to drive process standards, client self-service and automation.

Cognizant Middle Office Automation offerings include:

  • Process management.
  • Technology assessments and recommendations, including workflow, CRM, case management and document management.
  • Robotic process automation (RPA).
  • Assessment of legacy risk and compliance processes to improve client SLAs and overall costs to serve.

Provide holistic advice, optimal CX

Support day-in-life of your financial advisors and their clients. Cognizant Advisor Workstation and Client Portal Redesign provides optimal experience and improved SLAs, adoption and performance. Our teams analyze processes, information sharing and collaboration needs across front, middle and back offices.

Advisor Workstation and Client Portal Redesign offerings include

  • Client and advisor research, experience design, prototyping.
  • Functional assessment for workstation and portal capabilities based on business model, personas, omnichannel needs.
  • Features and roadmap creation for new experiences.

Shape a business architecture that delivers value

With global standards for processes and performance, your firm can optimize advisor productivity and customer experience, and better evaluate technology solutions. You can also drive revenues with new wealth management products.

Front Office Target Operating Model includes:

  • Standard approach to engage with leaders in booking centers.
  • Standard approach to engage with leaders in booking centers Detailed local assessments (“pain points”).
  • Aggregate findings.
  • Global recommendations and local operating model “playbooks”.
  • Roadmap and detailed priorities to move from planning to execution.

Take the first step

Serving customers by looking forward as well as back is a big promise, but the power of today’s new digital capabilities is vast and growing.

Let’s talk about how automotive digital solutions can work for your business.

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