Case Study: Leading UAE Bank achieves 30% growth in wealth management customer base with EdgeVerve Finacle Wealth Management Solution

How Finacle Wealth Management Solution helped a leading UAE bank optimize its wealth services offering

Leading UAE Bank engaged EdgeVerve to optimize and scale its wealth services, selecting the Finacle Wealth Management Solution alongside core banking, CRM, e-banking and alerts to transform its retail wealth offering. The bank needed a unified platform to serve high-net-worth clients, streamline multi-currency and multi-product operations, and expand branch-level wealth capabilities.

EdgeVerve implemented Finacle to power 8,000+ investment accounts and integrate with insurers, fund houses and pricing vendors, enabling 150+ new policies per month and 2,000+ recurring insurance premium transactions. The solution improved client experience, increased the number of branches offering wealth services, grew the wealth customer base by 30%, and supported 100+ mutual funds, 150+ structured products and 30+ insurance products — delivering measurable operational scale and faster time-to-market.