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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.
Reduce costs with conversational AI

By automating responses to common customer inquiries, a wealth management company lowered call volume—and costs.

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.


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.

Additional capabilities

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

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

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

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

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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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.