Find Hyperscale with Smart Operating Models for Your Capital Markets Operations

Technology-driven innovation, re-imagined products and risk management strategies are shaping the capital markets landscape. However, the current levels of digitalization have left gaps, with broken systems impacting operational efficiency and service quality. Investment firms with an expanding global footprint are looking for strategic support to scale their operations, manage risks, control costs and improve customer experience.

The need of the hour is the end-to-end transformation of the value chain of asset management firms, investment banks, brokerage houses and wealth managers. Operational excellence will hinge on innovative solutions that leverage next-gen technologies including hyperautomation, access to plug-and-play platforms and an optimized sourcing and location strategy.

 

WNS’ Investment Management Offering in Action

  • 15+ capital market clients globally

  • Team of CPAs, CFAs, FINRA-certified experts

  • Clients with cumulative assets under management of USD5 Trillion

  • Partnerships with leading investment management solution providers

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Case Study

Co-creation Helps Increase Deal Origination by 40%

 

Our End-to-End, Digital-first Solutions

Uncover opportunities for seamless growth and innovation with in-depth industry expertise, hyperautomation, intelligent automation, human-centered design and global delivery capabilities

Domain Expertise

Research and Analytics

  • Qualitative research
  • Quantitative research
  • Financial modeling
  • Company valuations
  • Financial benchmarking
  • Transactional analysis
  • ESG evaluation and research support
Domain Expertise

Front-office

  • Lead generation
  • Client onboarding
  • Client due diligence / KYC
  • Portfolio setup
  • Model delivery
  • Trade compliance / ESG overlay
Domain Expertise

Trade Lifecycle Management

  • Trade capture and enrichments
  • Trade matching
  • Confirmation and settlements
  • Post-trade compliance
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Domain Expertise

Back Office Operations Support

  • Investment accounting
  • Reference data
  • Corporate actions
  • Fees and margins
  • Reconciliations
Domain Expertise

Client Services

  • Smart dashboards
  • Customized reporting
  • Billing services
Domain Expertise

Data Modernization

  • Data strategy
  • Data quality and governance strategy
  • Design-led co-creation
 
 

WNS Advantage

Domain Expertise: 15+ years of experience in supporting some of the largest asset management, wealth management and investment banking companies, covering the end-to-end value chain from research services, front office support to back office operations

Hyperautomation: Domain-led hyperautomation capabilities that drive process excellence, scalability and continuous improvements, including low-code solutions by WNS subsidiary Vuram

Research and Analytics Capabilities: A team of fixed income analysts, equity sector analysts, economists and portfolio strategists, and an Analytics Center of Excellence (CoE)

Pricing and Contractual Flexibility: Options available in terms of pricing, operating models and governance in accordance with client requirements

Ecosystem of Tech Partners: Access to platforms and solutions from technology providers in the investment management space

 

A Snapshot of Customer Success Stories

Domain Expertise

Client: Investment arm of a global insurance company

Value delivered:

  • Delivered benefits and savings in excess of USD 80 Mn
  • Multi-fold increase in scope and coverage (>600 credits and 1,800+ equities across geographies and sectors)
  • Turnaround time reduction by 10-30% across processes through automation/improvements
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Domain Expertise

Client: Global fixed income manager

Value delivered:

  • Seamless transition of 120+ FTEs during the pandemic to manage 5,000+ portfolios and 3,000+ funds
  • Deployment of WNS proprietary, automated GL close tool for assignment and tracking
  • Multi-shift operations to cover global reconciliation and settlements
  • Seamless integration of acquired funds
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Domain Expertise

Client: Leading global asset manager

Value delivered:

  • AI-enabled bot automated reconciliation at trade and position level
  • 95% of effort automated, delivering ROI in 3 months
  • Average handling time reduced from 40 mins to 3 mins
  • 30% improvement in match rates and 50% reduction in investigation time
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Domain Expertise

Client: Leading wealth tech firm in US

Value delivered:

  • A global support team readied in India within 2 months during the pandemic
  • Resolution of 90% of aging reconciliation items in 30 days
  • An expanded scope of services within 3 months of engagement
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