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Enable Transformation

LEVERAGE DIGITAL TO FOSTER NEW CAPITAL GROWTH

MODERNIZE YOUR OPERATING MODELS FOR INVESTMENT MANAGERS

Reinvent core processes at the heart of your business to enhance operational agility and underpin new capabilities in fast-paced capital markets.

Often decades old, existing systems and workflows are expensive to maintain and operate. Digital is reshaping the landscape across financial services, mandating firms to shift from an overreliance on legacy IT systems and traditional business models toward nimble, customer-centric processes.

We help clients across the capital markets value chain to implement transformation strategies tailored to their needs. Our solutions help deepen customer loyalty, drive long-term relationships and increase profitability and growth.

81%

Financial advisors say that ability to make fact-driven decisions is the key to business success.

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SERVICES

RESHAPE THE CORE, PREPARE FOR TOMORROW

With new digital operating models, financial services firms can adapt faster to rapidly transforming capital markets and the shifting regulatory landscape. We tailor transformation strategies to your needs. Our solutions help you deepen customer loyalty, drive long-term relationships and increase profitability and growth.

  • ASSET AND WEALTH MANAGEMENT OPERATIONS

    DRIVE BUSINESS AND OPERATIONS AGILITY IN INVESTMENT MANAGEMENT

    Cognizant has deep expertise in Asset and Wealth management operations and supports back office services globally. Our Digital Operations practice services investment managers, wealth managers, private banks and pension trusts across traditional and alternative investment classes for direct funds as well as fund of funds.

    Cognizant services bank branches, financial advisors, HNIs and UHNM, home office, service groups, trading desk and contra brokers across a complex spectrum of wealth management operations. We offer end-to-end services spanning research and analytics, trade clearing and settlements, corporate actions, client onboarding, account transfers, performance measurement and attribution, client reporting and reconciliations functions alongside branch operations support. 

    Our service offerings for asset managers span across fund administration, trade capture and enrichment, financial consolidation, performance attribution reporting and pricing. We also offer valuation, corporate actions, reconciliations and reporting, research and compliance, reference data management, client onboarding and cash and treasury support.

  • INVESTMENT BANKING OPERATIONS

    BRING DIGITAL TO LIFE

    Cognizant has strong capability across transactional and high-end strategic processes within Investment Banking functions. We support investment banks, brokerage houses and financial services companies across equity, fixed income, OTC derivatives, foreign exchange and commodities.

    Our service offerings range from client onboarding, margin and collateral management to confirmations and settlements. Other services include reconciliations and reporting, cash management to valuation and dispute management, prime brokerage, risk and compliance, product control, global network management, research and analytics, and creative and design services.

  • DIGITAL FINANCE AND ACCOUNTING

    DIGITALLY TRANSFORM FINANCE WITH SPEED AND SCALE

    Cognizant is one of the first third-party service providers to deliver outsourced product control services. Leveraging our operational rigor and mix of skilled consultants—including CFAs, CPAs and MBAs (Finance)—we deliver significant value to product control operations worldwide. 

    Our teams provide daily and monthly P&L control, balance sheet control and valuation control services to leading clients in the investment banking space. Cognizant also provides a first level of substantiation along with appropriate commentaries for P&L movements related to the macroeconomic environment. Our agile operating model provides a proven framework to integrate employees into ready-to-deploy, industrialized processes that enhance customer and employee experiences.

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TARGETED SOLUTIONS

DELIVER MODERN DIGITAL EXPERIENCES

Smart packaged solutions to help banks transform for the digital age.

  • DATA INTEGRITY AND CONTROL

    TAMING COMPLEXITY

    Cognizant Data Integrity and Control is a cost-effective enterprise solution that rectifies data discrepancies, finds missing data, clears backlogs and reconciliation breaks. A cost effective as-a-service framework, it helps keep trade booking and transaction data accurate and provides faster and more accurate trade processing.

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  • FEES AND BILLING

    AUTOMATE AND LOWER COSTS

    Cognizant Fees and Billing centrally stores and digitizes rate agreements so your bank can automate reconciliation and exception management. It improves the accuracy and transparency of your billing, generates analytics on global business functions, and improves accuracy and transparency.

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  • CLIENT ONBOARDING

    TRANSFORM THE CUSTOMER EXPERIENCE

    Cognizant Onboarding reduces client ramp-up times with our holistic approach and clean, modern customer experience. Our solution helps firms expand into new geographies, acquire new clients and provide more personalized service. It uses an integrated and structured approach that leverages industry best practices at every customer check point.

     

  • NEXT-GEN AML FRAMEWORK

    AUTOMATE AML ALERTS

    Cognizant Next-Gen AML Framework automates anti-money laundering alerts, leading to fewer false positives and negatives. The service uses artificial intelligence (AI)-based pattern matching to avoid the alerts that traditional AML systems generate. The result: improved alert quality through intelligent profiling.

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  • BLOCKCHAIN-BASED PRIVATE EQUITY PLATFORM

    MORE AUTOMATION, LOWER COSTS

    Cognizant Blockchain-Based Private Equity Platform employs a cloud-based strategy that enables data-driven decisions to be made for investment processes and operational tracking. A flexible solution, it allows multiple engagement levels among all parties in the unstructured private equity environment. Besides improving access to information, it increases automation while safeguarding investor data.

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LATEST THINKING

WHITEPAPER
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WHITEPAPER
Financial Services Automation: Taking Off The...

Process automation is vital to banking’s future, yet many...

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RESEARCH
Wealth Management: How Digital and Learning...

Enhanced digital experiences, more revealing engagement...

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NEWS

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Serving customers by looking forward as well as back is a big promise, but the power of today's new digital capabilities is vast and growing.

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