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We are a global leader in transformation and implementation and a strategic advisory partner for our clients.

Capital Markets are redefining the future of work across industries. Digital advancement has paved the way for newer operating models and advice delivery channels for asset and wealth managers. From automated advice to intelligent process automation, digital has now become an expectation in every step of the value chain.

Cognizant’s Asset and Wealth Management practice provides digital and advisory services to ensure asset and wealth managers meet shifting customer demands in a rapidly growing marketplace. We work with our clients—leading broker dealers, private banks, hedge funds, mutual fund providers and investment companies—to build deeper relationships with their customers through cohesive digital experiences, data-driven insights and future-proof operating models.

The Future of Advice: of Humans & Machines

In|Vest 2018, New York City
July 10, 2018, 3:30 pm

Join Michael Perera, Cognizant’s Head of Wealth Management Consulting, as he discusses emerging digital tools and techniques that are changing the wealth management game for financial services firms, advisors and clients.



Digital Customer Experience

Understand your customers’ fundamental motivations at every step to implement the right technologies for the right channels via digital. Boost customer engagement and retention and win market share by leveraging new digital platforms and technologies.

Target Operating Model

Develop a target operating model to ensure your organization’s resources are effectively supporting a strategic vision. Build a tailored operating model that incorporates end-to-end digital thinking to align organizational efforts and ensure resources are focused on reaching your business vision.

Artificial Intelligence & Analytics

Leverage big data, thick data and analytics to empower the advisor and enhance the delivery of advice. Gather and analyze data and client demographics from across the organization to improve customer relationships, deliver increased value and make data-driven operational decisions.

Intelligent Process Automation

Utilize intelligent process automation to improve organizational efficiency and increase margins. Intelligent process automation can provide improved task accuracy, reduction in process cycle times and improved productivity within business units.

Regulatory Compliance

Be prepared to increase and modify reporting measures, as well as understand the operational impact of new regulations and compliance initiatives on organizational structure and lines of business. Ease regulatory obligations from the Department of Labor, Financial Stability Oversight Council and the Securities Exchange Commission by implementing systems tailored to their reporting needs.