BPM

Wealth Management
For Investment Banking

Wealth Management

Based on robust BPM and ECM platforms, Newgen offers Wealth Management solutions to Financial Institutions that provide their services to a large number of end customers.

The solution enables Agility (faster response to change), Enhanced Customer Service, Capital Preservation and Fraud Prevention. Newgen also provides BAM tools for reporting and tracking which ensures visibility in wealth management operations for achieving cost efficiencies and reducing Operational Risk.

Top Case Study:  Newgen's BPM Solution reduced Account Opening cycle time from 3 weeks to 3 days The client is the Indian subsidiary of a leading global wealth management firm. The company is one of the world's leading providers of financial planning and advisory services to high net-worth investors. It is represented globally by 8.8 million client accounts, 13000 financial advisors, US $1 trillion in client assets, and 600 offices across 250 cities worldwide. The client services big corporate houses, large profit and non-profit organizations and other institutions. Read more: Case Study | Newgen's BPM Solution reduced Account Opening cycle time from 3 weeks to 3 days Bot

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Investment Banking, Account Opening, Wealth Management