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We help our clients accelerate their Digital Business transformations as they move beyond a focus on cost efficiencies to driving top-line revenue growth.
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COGNIZANT CONSULTING
Helping organizations engage people and uncover insight from data to shape the products, services and experiences they offer
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COGNIZANT CONSULTING
Helping organizations engage people and uncover insight from data to shape the products, services and experiences they offer
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Please visit the COVID-19 response page for resources and advice on managing through the crisis today and beyond.
The future of advice is scale and speed.
With AI and analytics, it’s also personalized. We partner with wealth managers to solve business challenges that range from client and platform strategy to operations.
PROOF POINTS
Reduce costs with conversational AI
By automating responses to common customer inquiries, a wealth management company lowered call volume—and costs.
READ THE CASE STUDY
Improve data integrity and control
Discover how a global investment bank modernized its reconciliations and control standards to reduce the time to onboard new controls.
READ THE CASE STUDY
Defining a Digital Vision
To offer clients and high-net-worth clients a better wealth management experience, a private bank defined its vision and digital operating model.
READ THE CASE STUDY
YOUR CUSTOMERS’ NEEDS
Unlocking Digital Value
How do we make such a profound
impact
to our clients?
Cognizant engagements place equal emphasis on the three keys to digital success: Customer Experience, Business Process and Tech Infrastructure.
START THE EXPERIENCEIt all starts with your customers.
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It all starts with your customers.
Unlocking real digital value and improving outcomes for your business means we must address their needs as well as the needs of your employees.
How do we do it?
01
By helping you build a Digital Business
Go beyond supporting business and advance it with smarter products, exceptional customer experiences and more efficient operations primed for transformative growth.
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A Digital Business with Digital Operations
Reimagine and create new digital processes that drive performance, deliver more humanized transactions and leverage automation, AI and scalable platforms.
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A Digital Business with Digital Operations powered by Digital Systems & Technology
Simplify, modernize and secure your IT backbone with integrated services and digital solutions that unlock value at scale and speed.
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Packaged Industry Solutions
To deliver immediate impact to the business, we offer proven solutions designed to tackle challenges your industry faces—generating cash flow you need to fund more complex initiatives.
Create value. Everywhere.
Operate in silos, without data and insights flowing out of the three areas above, and your initiatives will fail. Only by building a fused, holistic organization can you respond to customer needs and drive new growth.
01 Digital Business
Learn More02 Digital Operations
Learn More03 Digital Systems & Technology
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CAPITAL MARKETS ECOSYSTEM
Targeted solutions
Smart packaged solutions to transform for the digital age.
Front-Office Optimization
Our family of digital solutions and services boost advisor productivity and organizational effectiveness across lines of business and booking centers.
Client Onboarding
Reduce wealth-management onboarding times with our holistic approach and clean, modern customer experience.
CCPA Services
Prepare for the systems and processes you need to comply with the California Consumer Privacy Act (CCPA).
Additional capabilities
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CORE PLATFORM MODERNIZATION
GAIN THE BENEFITS OF A CORE PLATFORM
Modernizing core operating platforms is a critical first step in digital transformation. Your organization gains improved decision support for the front office as well as functions such as credit, compliance and risk. Improve straight through processing (STP) rates and operational efficiencies. Most important, the streamlined, enriched data supply chain becomes a foundation for transforming client and advisor experience and leveraging analytics and AI.
Cognizant Core Platform Modernization includes:
- Design of front-to-back business architecture
- Review and reengineering of core business processes
- Identification of gaps and customization needs
- Rollout of the operating platform, including migration of data to the target platform and change management
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MIDDLE OFFICE AUTOMATION
IMPROVE AND AUTOMATE THE MIDDLE OFFICE
The middle office is your opportunity to drive process standards, client self-service and automation.
Cognizant Middle Office Automation offerings include:
- Process management
- Technology assessments and recommendations, including workflow, CRM, case management and document management
- Robotic process automation (RPA)
- Assessment of legacy risk and compliance processes to improve client SLAs and overall costs to serve
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ADVISOR WORKSTATION AND CLIENT PORTAL REDESIGN
PROVIDE HOLISTIC ADVICE, OPTIMAL CX
Support day-in-life of your financial advisors and their clients. Cognizant Advisor Workstation and Client Portal Redesign provides optimal experience and improved SLAs, adoption and performance. Our teams analyze processes, information sharing and collaboration needs across front, middle and back offices.
Cognizant Advisor Workstation and Client Portal Redesign offerings include:
- Client and advisor research, experience design, prototyping
- Functional assessment for workstation and portal capabilities based on business model, personas, omnichannel needs
- Features and roadmap creation for new experiences
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FRONT OFFICE TARGET OPERATING MODEL
SHAPE A BUSINESS ARCHITECTURE THAT DELIVERS VALUE
With global standards for processes and performance, your firm can optimize advisor productivity and customer experience, and better evaluate technology solutions. You can also drive revenues with new wealth management products.
Cognizant Front Office Target Operating Model includes:
- Standard approach to engage with leaders in booking centers
- Detailed local assessments (“pain points”)
- Aggregate findings
- Global recommendations and local operating model “playbooks”
- Roadmap and detailed priorities to move from planning to execution
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AI-ENABLED ADVICE AND SERVICE DELIVERY
DEEPEN CUSTOMER CONTEXT AND PREDICTIVE ANALYTICS
With AI-enabled advice and service delivery, your organization can incorporate systems of engagement data with systems of record, such as custodial and transaction data. The result is greater insight into your clients and more personalized advice.
Cognizant AI-Enabled Advice and Service Delivery includes:
- Client and advisor research across wealth management segments
- Data relationships and model building to address specific business needs
- Insights to action modeling for advice and service delivery across front, middle and back office
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BLOCKCHAIN SOLUTIONS
TAP INTO REAL-WORLD DISTRIBUTED LEDGER APPLICATIONS
At Cognizant, we’ve taken blockchain beyond the innovation lab and into our clients’ business processes.
From tracking and transferring money or inventory to post-financial settlements and smart insurance contracts, blockchain’s potential to transform spans industries and applications.
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THOUGHT LEADERSHIP
Latest thinking
The Digital Leadership Gap
Learn how competition, work and society are influencing the future of leadership according to our study with MIT Sloan Management Review.
Chatbot Solutions: What You Need to Know
Before investing in a conversational AI solution, make sure your knowledge management system is up to par.
From Wellness to Living Well
Discover how your organization stacks up—and can find ways to do more.
Digitally Cognizant
PRESS ROOM