Wealth and Asset Management | Tech Mahindra

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

iSURE

iSure is an extensive administration platform offering to help funds leverage the power of digital core registry, high levels of automation, personalized journeys, and standard operating model combined with flexible and global delivery models for administration.

FiDaaS

This comprehensive data management solution for pricing and reference data management covers end-to-end financial data management requirements.

ESG Solution Suite

This broad coverage of ESG/sustainability solutions encompasses ESG data management, ESG reporting, risk management, data, analytics and insights, climate risk and sensitivity analysis, ESG roadmap consulting, and driving client outcomes.

Cognitive Text Extraction Engine (CTEE)

This solution enhances financial operations efficiency by extracting keywords for NLP analysis, advisory, securities research, reporting, trading, securities management, and more.

RITA (Real Time Investment and Transaction Assistant)

RITA is powered by IBM Watson and helps relationship managers analyze a large volume of complex structured and unstructured data. This solution helps identify connections between customer needs and the growth of investment knowledge.

RPA Tools and Specialized Solutions for Private Banking

Our tools are used for digital operations, wealth management automation, and transaction processing automation to reduce costs and improve process efficiencies.

Managed Data Services (MDS)

This is a one-stop solution for reference data management that spans the entire lifecycle.

GAiA

An AI/ML offering built upon open-source Acumos for an end-to-end lifecycle management of machine learning models.

Member 360

This customer relationship management solution provides an end-to-end view of members and retirement customers with a strong focus on outcomes and 360-degree engagement.

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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.

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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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Case Study

Program Optimization
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Case Study

Instrument Data Management Platform for a Global Wealth Management Conglomerate

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