Case Study: Philippines Leading Bank achieves new revenue streams with EdgeVerve Finacle Wealth Management

Finacle helps a leading bank in Philippines generate new revenue streams

Philippines Leading Bank partnered with EdgeVerve to transform its private banking and wealth business and generate new revenue streams. The bank needed a robust front‑ and back‑office platform to consolidate portfolios, boost RM productivity and reduce operational risk, and adopted the Finacle Wealth Management solution to meet those challenges.

EdgeVerve implemented the Finacle Wealth Management solution in 10 months across 5 asset classes for 6,000 customers and 1,000+ products, delivering an RM dashboard, 360° customer view, system‑driven risk profiling, trade validations and interfaces to treasury and third‑party systems. The deployment produced measurable benefits—new revenue opportunities, improved front‑office efficiency, reduced operational risk, consolidated portfolio statements and automated reporting—and earned the Best Implementation of Technology Solution award.