WHO WE WORKED WITH A leading global financial services firm with trillions in wealth management client assets. WHAT THE COMPANY NEEDED It wanted to fully automate the collection and processing of held away investment assets of institutional and private banking clients. Its goal was to analyze and report real-time information on customer assets, become more efficient, speed up turnaround time, delight customers, and grow. HOW WE HELPED Genpact’s Cora LiveWealth gave the company holistic, comprehensive, real- time reporting with analytics tailor-made for each client. This scalable, agile solution rapidly extracts, aggregates, normalizes, and analyzes data from a variety of sources. WHAT THE COMPANY GOT The company upped its game by freeing financial advisors to do what they do best —

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