To improve advisor support and enhance productivity, we utilize core banking accelerators, consolidate CRM and sales dashboards, multi-modal channels for advisors and customers, faster onboarding, and client 360-degree view.
Leading by Expertise Across Domains
With extensive experience across the globe, we help wealth managers overcome challenges. Leveraging financial technologies, we identify client personas using demographic and psychographic data and design tailored customer journeys. Our strong partnership and expertise in this domain, industry processes, and wealth management application help in driving success for all our customers.
Solution Offerings
![leadingtheway](https://insights.techmahindra.com/styles/text_and_image_desktop/s3/images/swiftmtx99-300p-1387899388_0.jpg.webp)
![leadingtheway](https://insights.techmahindra.com/styles/text_and_image_desktop/s3/images/leadingtheway-300p-1334919260.jpg.webp)
Our Key Differentiators
- Deep domain expertise across all capital market segments, particularly in wealth management.
- Competency has a pool of subject matter experts (SME).
- 250+ consultants in capital markets, wealth and retirement, and investment management.
- Robust solution focuses on driving niche sub-verticals supported by established partnerships.
- Comprehensive data as a service solution framework.
- Proven capability in cloud services and operations – Gold Microsoft Partner.
- Tech Mahindra IPs, tools, and platform accelerators.
- Comprehensive development of CoEs and dedicated units consisting of domain and technology experts.
Leading the Way
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