Wealth Management – Offerings and Solutions
Operations Transformation
Incedo’ Service Offerings for Operations Transformation include
Automation-led Transformation
We enable WM advisors to focus on higher value activities by automating repetitive task and service more clients without compromising on quality of service and client experience. We leverage Cloud to architect robust and scalable solutions.
Scale with AI/ML
We replace human efforts and augment human intelligence to get deeper insights into client needs and pain points and enhance client engagement and experience with superior service.
Run and Improve Operations
We architect the digital transformation journey for wealth management firms with emphasis on continuous improvement.
Incedo LighthouseTM
Drives process automation with KPI tree-based approach to detect anomalies, measure, and improve performance.
We redesign and transform operations of WM Firms for efficiency, cost optimization, and agility to adapt to market and regulatory changes in a fast evolving and rapidly changing landscape.
Incedo’s Capabilities in Operations Transformation
Trade and Custody Operations
Our capabilities in trade and custody operations offers seamless integration of different trading systems and external platforms, while preserving security and integrity of client assets and ensuring regulatory compliance.
Back Office Operations
Our capabilities in process automation, cloud-based solutions, Data and AI, integration with external systems give WM firms compete with agility.
Account Operations and Maintenance
Our capabilities in client data management and streamlining account operations, seamlessly integrating different account operations systems and their linking with portfolio management systems and CRM systems, enhance efficiency and business growth of WM firms.
Transaction Processing
Our capabilities in automating optimizing transaction workflows, implementing stringent systems and controls, timely generation of reports for regulators improve accuracy, reliability, and regulatory compliance for WM firms.
Data Operations and Reporting
Our enhanced data management and analytics capabilities empower WM firms with data-led decisioning, improve client and advisor experience, and drive superior business performance.
Contact Centre Transformation
Our capabilities help WM firms optimize costs, improve service quality and efficiency, increase contact center agent productivity, and improve client experience.