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Thrive amid shifting demands

Thrive amid shifting demands

$20 million
savings over a five-year period for a leading asset management firm that moved marketing and distribution to the cloud.

Innovation is more of a priority than ever.

We help asset managers reimagine business models and rethink their approach to operations and technology.

Ready for the next generation 

With the digital platform we designed and implemented, a diversified wealth management firm moves quickly to take advantage of generational wealth transfer.

Read the case study

Targeted solutions

Smart packaged solutions to transform for the digital age.

Data Strategy Roadmap and Rollout

A flexible solution for secure asset-management transactions and multiple engagement levels.

CCPA Services

Prepare for the systems and processes you need to comply with the California Consumer Privacy Act (CCPA).

Additional capabilities

  • Strategy and Advisory Services

    Grow your business with the right strategies

    Partner with our teams to determine and validate your organization’s strategic pursuits and to meet tactical needs. We help you succeed in a fast-paced business and competitive environment. 

    Cognizant Strategy and Advisory Services include: 

    • Operating model design 
    • Data strategy definition 
    • Assessments such as build-versus-buy-versus-outsource or third-party commercial off-the-shelf (COTS) product selection
    • Roadmap definition and implementation
    • Program and change management 
  • Omnichannel Distribution and Delivery

    Create more efficient sales and distribution strategies

    Move to a client-centric view for your products and services. Our Omnichannel Distribution and Delivery makes smart use of disruptive technologies. The results for your organization include lower distribution costs and new models for personalized investment experiences. 

    Cognizant Omnichannel Distribution and Delivery offerings include: 

    • Design and implementation of consistent omnichannel experiences 
    • Assessment of customer persona and customer journey analytics across all touchpoints 
    • Efficient delivery of investment products and services for convenient, easy exchange of information
  • Product Implementation and System Integration

    Select the right products for your business challenges

    Choose the right third-party commercial off-the-shelf (COTS) products to solve business problems across your front, middle and back office. 

    Cognizant COTS offerings include: 

    • Implementation and integration with upstream and downstream systems for faster straight-through processing
    • Established partnerships with leading firms and insightful business knowledge regarding product suitability and usability
    • Centers of Excellence to develop innovative accelerators for speedy, efficient product implementation
  • Managed Solutions

    Gain measurable, meaningful results

    Our value-based models generate results. Key offerings for Cognizant Managed Solutions include:

    • Lifecycle technology services from strategy through build 
    • Management, maintenance and continuous innovation for client application platforms and business processes 
    • Development of target operating models to ensure organizational resources support strategic vision
    • Tailored operating models that align organizational efforts and achieve business vision

Digitally Cognizant Blog


In the news

Take the first step

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.

Let’s talk about how digital can work for your business.