Infosys - Wealth and Asset Management BPS
Who Is This Vendor Assessment For?
NelsonHall’s Wealth and Asset Management BPS vendor assessment for Infosys is a comprehensive assessment of Infosys’s wealth and asset management BPS offerings and capabilities designed for:
Sourcing managers monitoring the capabilities of existing suppliers of capital market process outsourcing and identifying vendor suitability for wealth and asset management BPS 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’s offerings and capabilities in wealth and asset management services. Infosys is one of a number of wealth and asset management services companies analyzed in NelsonHall’s comprehensive industry analysis programs.
Infosys entered the wealth and asset (W&A) BPS business in 2004 with a U.S. headquartered global custodian. The first step in the relationship involved supporting the following business processes:
Fund administration reconciliation services
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 added more W&A BPS services for the above mentioned global custodian, as well as adding new W&A BPS clients.
Infosys W&A BPS delivers services from six delivery centers, to support clients around the globe:
Salt Lake City
Infosys’ primary targets for W&A BPS are:
Wealth managers headquartered in the U.S., U.K., and Canada
Tier 1 asset managers based in the U.S.
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