Tech mahindra
Tech mahindra

Wealth Management

The wealth management industry today faces numerous challenges in acquiring new and retaining existing clients.  New regulatory changes and upcoming regulations have made material changes to business while improved delivery capabilities, mobile infrastructures and versatile decision support platforms , hosted cloud deployments are a few of the expectations that the business and demanding shareholders have.

Tech Mahindra’s Wealth Management competency has knowledge of all facets of wealth management business covering all major functions across the front, middle and back office.

Our services cover

Wealth Management 

Tech Mahindra key differentiators

  • Extensive experience in leading and executing large, global CRM programs. Demonstrable expertise in developing complex solutions involving:
    • MS CRM / XRM framework
    • Integration with  Core banking  and other systems
  • Thorough understanding of  Banking Domain  processes and  CRM / IT   landscape
  • Integrated IT + BPO – Retirements, Fund Accounting Services
  • Market Data as a Service - BPaaS
  • BPM tools for improved automation for Cost and process optimization
  • Application rationalization
  • Shared Services operations across LOBs / regions
  • Quicker time-to-market
    • Utilizing the delivery accelerators developed by COE
    • Product implementation and hence quick time to market
  • Resource readiness
    • Experience of similar implementations, certified on MS CRM 2011
    • Ready to be deployed immediately (including visa readiness)
  • Project team backed by the MS CRM COE and the large CRM practice at TECH M
  • Partnering with Microsoft for solution review
  • Optimized TCO through an onsite-offshore delivery model
  • Specialist Business practice in Products like  TemenosT24 , Avaloq, Bancs & Bravura
  • Other products include Bankmaster, Crealogix, Insight , SaveTax


Cost of ownership on Data Management

Cost of ownership on Data Management
For further information please write to

For further information please write to