Infosys- Next Generation Wealth and Asset Management Operations Services
Who Is This Vendor Assessment For? NelsonHall’s Next Generation Wealth and Asset (W&A) Management Operations Services Vendor Assessment for Infosys is a comprehensive assessment of Infosys’ Next Generation W&A services offerings and capabilities designed for: - Sourcing managers monitoring the capabilities of existing suppliers of capital market process outsourcing and identifying vendor suitability for W&A services RFPs - Vendor marketing, sales and business managers looking to benchmark themselves against their peers - Financial analysts and investors specializing in the support services sector.
Key Findings & Highlights This NelsonHall assessment analyzes Infosys’ offerings and capabilities in W&A operations services. Infosys is one of a number of W&A operations services companies analyzed in NelsonHall’s comprehensive industry analysis programs.
Infosys started working in 2002 with global brokerage firms delivering technology-based professional services. Over time, the engagements expanded into technology services for wealth management services. In 2004, Infosys started an engagement to deliver wealth and asset (W&A) BPS services to a U.S. headquartered global custodian. The first step in the relationship involved supporting the following business processes: - Fund administration reconciliation services - Data management. Over time the relationship grew, including: - Year 2: trade management, corporate actions, and reconciliation analysis - Year 3: portfolio analysis, income collection, tax collections, reorganizations, and accounts payable - Year 4: at this point, the client undertook a change in platform, and Infosys began to provide support for non-U.S. countries; this included billing, portfolio compliance, and portfolio review.
Over time, Infosys has added more W&A services offerings to engagements with W&A clients.
Scope of the Report The report provides a comprehensive and objective analysis of W&A operations services offerings, capabilities, and market and financial strength, including: - Identification of the company’s strategy, emphases and new developments - Analysis of the company’s strengths, weaknesses and outlook - Revenue estimates - Analysis of the profile of the company’s customer base including the company’s targeting strategy and examples of current contracts - Analysis of the company’s offerings and key service components - Analysis of the company’s delivery organization including the location of delivery locations.