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Smart packaged solutions to transform for the digital age.
Our family of digital solutions and services boost advisor productivity and organizational effectiveness across lines of business and booking centers.
Reduce wealth-management onboarding times with our holistic approach and clean, modern customer experience.
Prepare for the systems and processes you need to comply with the California Consumer Privacy Act (CCPA).
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:
The middle office is your opportunity to drive process standards, client self-service and automation.
Cognizant Middle Office Automation offerings include:
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:
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:
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: