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Asset and Wealth Management

Asset and wealth management companies need to optimize and align operations and technology, and re-focus on core competencies. This is a result of increased regulatory scrutiny, the diversity of High Networth Individual (HNI) clients, market volatility, increasing cost pressures, and increased competition.

NIIT Technologies’ BPO services offer functions for Asset and Wealth Management companies to help focus on the building and servicing of client relationships. We deliver processes that drive cost efficiencies and productivity enhancements, and improvements in customer satisfaction.

Key Features

  • Front- and back-office functions
  • Trade services
  • Data management
  • Record keeping
  • Corporate actions
  • Risk management
  • Reconciliation
  • Post Trade Compliance
  • Reporting and analysis
     

Business Benefits

  • Substantial savings in operational costs
  • productivity enhancement
  • Improves Customer Satisfaction (CSAT) scores
  • Ability to quickly scale up and down capacity/operations
  • Reduces financial losses (breakage losses) incurred due to erroneous or delayed processing
  • Improves MIS reporting on performance metrics
  • Enhances quality control via in-built controls, governance mechanisms, and gap analyses
  • Enhances data security
  • Incisive insights with real-time reports and analyses delivered through effective dashboards and customized workflow applications