Wealth Management Services and Solutions

Overview

Crafting a New-age Wealth Management Story

With changing demographics, inter-generational wealth transfer, and rapid digitalization, the wealth industry is undergoing a transformative shift. HCLTech's wealth transformation capabilities keep pace with this evolution. It enhances customer experiences and reduces tech debt, all on a top-tier platform.

With industry-leading IPs and accelerators, we facilitate risk-mitigated approaches, ensuring swift market entry and sustained success. We also modernize systems to optimize operational efficiency and reduce costs. This transformative journey helps elevate client interactions and foster loyalty.

Crafting a new-age wealth management story

Offerings

Transforming the Path to Digital Wealth Management

Explore offerings that seamlessly integrate technology to drive growth for your investments.

Wealth transformation

Rooted in platform-based innovation, our offering grants unparalleled access to data, analytics and bespoke investment strategies tailored to specific geographic requirements. The comprehensive array of services include platform build, run cost optimization, legacy modernization, cloud adoption, product implementation, system integration, upgrades, testing and automation. Avaloq is a crucial partner in the wealth transformation journey, and aSpark and Reclaimer from HCLTech Confinale Wealth Solutions are the IPs we have on the Avaloq platform.

Customer onboarding

HCLTech's suite provides streamlined experiences, featuring self-directed eClient onboarding. Think omnichannel, with uniform experiences and self-service options, personalized interactions, efficient chatbot support, simplified pricing and billing, comprehensive advisory tools and insightful analytics for informed decision-making.

Customer servicing

HCLTech offers a unique approach to life goal fulfillment with our tailored marketplace. It enhances advisory experiences by optimizing the entire lifecycle. This involves prospect triaging, empowering self-service capabilities, automating administrative tasks, planning with data insights and utilizing web content for effective training.

Robo advisory

Experience a seamless digital investment journey that integrates advice and acquisition, and introduces you to our services that include managed portfolios. HCLTech’s robo advisors, powered by cutting-edge Generative AI capabilities, offer personalized investment strategies that continuously adapt to the evolving dynamics of the capital markets.

Data analytics

HCLTech offers end-to-end master data management (MDM) and Investment Book of Record (IBOR) services, starting with discovery assessment to evaluate readiness, followed by due diligence to identify the best-fit solution. Our core implementation of this solution utilizes a combination of commercial off-the-shelf (COTS) and custom-built solutions to meet your specific needs effectively.

Environment, social and governance (ESG)

Understanding the need to expedite data foundation for financed emissions, our tailored-solutions offer optimizes its dealer’s process flow to connect, cooperate and complete the lease request applications. A simplified approach for your organization, ensuring streamlined compliance with quantification processes. With our sustainability-focused decision-making tools, actively involve stakeholders, set ambitious targets and embark on a genuine de-carbonization path.

Why Us

Why HCLTech Wealth Management?

With a team of over 250 professionals dedicated to excellence in wealth management, our expertise extends to industry-leading platforms like Avaloq Business Unit and the Confinale acquisition, bolstered by a collaborative partnership with FNZ. With these capabilities, plus years of experience working with wealth managers, we are well-equipped to deliver solutions that can adapt to changing market conditions and evolving financial landscapes.