Empower your firm with AI-powered wealth management and financial automation.
Regulatory pressures, rising client expectations, and the relentless pace of digital transformation in wealth management are reshaping the industry. As competitors accelerate their adoption of AI in wealth management operations, the question is no longer if you should transform, but how fast you can do it. Can your firm afford to be left behind? Hexaware’s wealth management transformation solutions harness the power of agentic AI to orchestrate the confluence of GenAI, ML, scheduling AI, and rules-based automation to help you not only meet, but exceed, the demands of today’s clients and regulators. Our approach delivers measurable outcomes—unlocking efficiency, compliance, and superior customer experience.
Why Transform Your Wealth Management Operations?
Wealth management firms face unprecedented challenges:
- Excessive reliance on commercial off-the-shelf (COTS) platforms and manual processes
- Fragmented data flows and limited integration
- Legacy systems and complex, unstructured workflows
- Dynamic regulatory landscapes, and increasing compliance risks and costs
Hexaware’s wealth management technology addresses these pain points with AI-powered solutions, deep domain expertise, and a relentless focus on business value.
From trade execution and portfolio maintenance to reconciliation, client onboarding, and regulatory reporting, Hexaware delivers a full spectrum of wealth management operations services, powered by the latest in AI and digital transformation. Our GenAI and agentic AI solutions automate complex workflows, streamline data management, and empower your teams to deliver exceptional client experiences:
- Intelligent document processing
- Agentic AI solutions for client onboarding and KYC
- AI-native contact center
- AI-powered email response management
- AI-driven multilingual voice and document processing
- AI-enabled digital SME for operations knowledge management
- GenAI-based smart training and assessment assistant
- AI-powered data quality management
- AI-powered analytics
Embrace digital transformation in wealth management and unlock unparalleled efficiency, compliance, and customer satisfaction. Discover how AI in wealth management can future-proof your operations and set you apart from the competition. Download the flyer PDF now!
