BPO for Wealth Management

Devoting time to customer relationships over back-office processes

Services /Business Process Outsourcing /BPO for Banking & Financial Services /BPO for Wealth Management

Address Cost, Compliance and Retention

Reducing costs and inefficiencies is vital to the wealth management industry. Through business process outsourcing (BPO), NTT DATA can help enhance your market share through improved wealth management advisory processes and portfolio analytics. We help strengthen loyalty, improve channel productivity and reduce revenue leakage with industry-leading operating procedures, reporting dashboards and auditing capabilities that bring a heightened level of transparency to compliance.

Our BPO services can help you realize less complex and more cost-effective environment, as you improve program administration, revamp processes and transform payments systems. We help you stay compliant amidst changing regulations, streamline processes, and allow you to focus on your core competencies. Our key service offers include our Automated Full-Time Equivalent, an end-to-end, differentiated solution designed complete complex processes. Learn how BPO helps you better position yourself to outpace the competition.

Everest Group named us a Major Contender in Financial Crime and Compliance (FCC) Operations. – October 2019

BPO for Wealth Management