Trade and Custody Operations

Our capabilities in trade and custody operations offers seamless integration of different trading systems and external platforms, while preserving security and integrity of client assets and ensuring regulatory compliance.

Back Office Operations

Our capabilities in process automation, cloud-based solutions, Data and AI, integration with external systems give WM firms compete with agility.

Account Operations and Maintenance

Our capabilities in client data management and streamlining account operations, seamlessly integrating different account operations systems and their linking with portfolio management systems and CRM systems, enhance efficiency and business growth of WM firms.

Transaction Processing

Our capabilities in automating optimizing transaction workflows, implementing stringent systems and controls, timely generation of reports for regulators improve accuracy, reliability, and regulatory compliance for WM firms.

Data Operations and Reporting

Our enhanced data management and analytics capabilities empower WM firms with data-led decisioning, improve client and advisor experience, and drive superior business performance.

Contact Centre Transformation

Our capabilities help WM firms optimize costs, improve service quality and efficiency, increase contact center agent productivity, and improve client experience.

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