Case Study: Leading Global Financial Services Firm achieves 75% operational efficiency with Genpact Cora LiveWealth

With real-time reporting and off-the-charts operational efficiency

Leading Global Financial Services Firm, a leading wealth management organization with trillions in client assets, needed to fully automate the collection and processing of held-away investment assets for institutional and private banking clients. Its manual, fragmented reporting process across multiple entities and data sources was slow, error-prone, and limited advisors’ ability to provide timely, value-added analysis. Genpact helped address this challenge with its Cora LiveWealth solution.

Genpact implemented Cora LiveWealth to rapidly extract, aggregate, normalize, and analyze data from varied sources, creating real-time, holistic reporting and tailored analytics for each client. The result was a 75% improvement in operational efficiency, faster turnaround times, on-demand performance reporting, better customer satisfaction, and a 360-degree view of total assets under management, including outside assets.