Case Study
A global financial services firm grows assets under management by 50% annually
A global financial services firm grows assets under management by 50% annually Genpact OpenWealth® streamlines the wealth management process GENERATING BANKING AND FINANCIAL SERVICES IMPACT DESIGN • TRANSFORM • RUN Industry Fortune 100 financial services firm with more than 3.5 million customers servicing 5 million individuals Business need addressed A comprehensive centralized system capable of supporting not only a wide range of customer- centric wealth management products and services, but also the future growth of assets under management (AUM) Genpact solution Implemented unified wealth management solution coupled with business process management expertise and superior operations Business impact • Streamlined wealth management process • Achieved greater than 50% year- over-yea