WHO WE WORKED WITH A global wealth management firm WHAT THE COMPANY NEEDED When the firm got data from outside custodians, it came in a variety of formats. This made it hard and slow going to compile reports for a big picture view of a client’s finances. And, without standardized technology and processes, its financial advisors (FAs) created their own manual ways of doing things, leading to errors in billing and reporting. HOW WE HELPED Using Genpact Cora and all the artificial intelligence (AI) it delivers, we delivered Genpact’s Cora LiveWealth product for our client. Now, the firm can rapidly pull, collect, and organize data from different custodians and formats. This makes it quick and easy for financial advisors to monitor assets in real time and create on-demand reports. With

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