The new regulatory environment is driving wealth and asset managers to transform customer management, processes, risk management and reporting. Compliance needs are also compelling the industry to build new operating models as well as adopt technology platforms to meet data and service channel demands. However, as most financial institutions face human capital constraints and work under enormous cost pressure, they are increasingly relying on strategic partners for their transformation needs. These partners enable wealth and asset managers in industrializing, standardizing and retooling operations across markets. They also provide data management and analysis support besides designing and implementing automated processes. For wealth and asset managers who have renewed their focus on revenue growth, strategic partnerships assist them in leveraging a heterogeneous product mix and enter new markets. It also helps them in reducing operations’ costs and errors.

WNS has the experience and the expertise to meet the industry’s needs by leveraging analytics for actionable customer insights to help grow the business, enter new markets and adopt automation. We assist our clients to achieve better turnaround time and reduce error rates, and manage risks proactively and effectively. We have the flexibility to scale up or down to meet the clients’ business demands. Our capabilities across the entire wealth management value chain includes research and analytics, front, middle and back office support, business intelligence tools and compliance support. Our services enable our clients to make faster decisions and cost effectively implement compliance requirements.

WNS has helped organizations achieve 35–40 percent reduction in cost by evaluating a more cost-effective and flexible alternative which is pillared by our highly skilled employees, analytics-embedded solutions and best-in-class technologies.

WNS Ranked as a 'Leader' in NelsonHall's Wealth and Asset Management BPS NEAT 2016

WNS Ranked as a ‘Leader’ in NelsonHall’s Wealth and Asset Management BPS NEAT 2016 WNS has been named as a ‘Leader’ in NelsonHall’s Wealth and Asset Management BPS NEAT 2016 Report in the categories of pre-investment focus, post-investment focus and overall.


With WNS’ services, the client improved asset reconciliation and risk management
WNS’ services enabled the client to enhance coverage and improve customer service
WNS’ support enabled the company to achieve 30% reduction in exceptions and 25% efficiency gains

The WNS Advantage

Domain Experience

Our deep expertise in banking and financial services, analytics and Business Process Management (BPM) offer clients the possibility to outperform through transformed processes, access to best practices and improved customer service. WNS has a strong and scalable practice in wealth and asset management which reflects across multiple dimensions — geographies, domain depth, trainings, certifications and benefits delivered. We have established Centers of Excellence (CoE) for banking and financial services, insurance and contact center.

Large Practice

We have a strong practice of more than 400 employees supporting six major clients. This includes buy-side firms such as asset managers, wealth managers and investment management firms with over USD 600 billion in assets under management. We have certified professionals in FINRA, public accounts, underwriting and the industry-recognized SAS programming. Our research and analytics talent comprises highly qualified resources with advanced degrees.

Our wealth and asset management services are delivered from our India and Sri Lanka centers. Our end-to-end services are spread across front, middle and back office operations along with strong research and analytics intervention for geographically diverse clients. Our research and analytics practice has niche capabilities in credit and equity research, portfolio management, data analytics, compliance and client investment reports.

Enabling Technology and Platforms

WNS has the capability in enabling technologies and proprietary platforms such as Reconciliation Share Registrar and Transfer Agency. We have experience with a wide range of platforms and applications such as Globus, Flexcube, SmartStream, Fannie Mae, Gallagher, Fiserv, FileNet, Rekon, Metavante, blitzdocs, Kofax, FIS, LSAMS and Fidelity.

Flexible Commercial Models

Our outcome-based/non-FTE and transaction-based commercial and delivery models enable us to invest in end-user driven customer innovation processes and technology improvements. With our offshore, nearshore, onshore delivery formats, our clients get an optimized blend of right price and service. We offer best-in-class combination of engagement and pricing models such as budget, FTE-based, UTP, outcome-based, fixed and variable to ensure sustainable profitability and growth for clients.

A 'Leader' in NelsonHall's Wealth and Asset Management BPS NEAT 2016


Following are our key service offerings:

Front Office: The offerings for this function include research and analytics covering a range of asset classes, industry sectors and geographies. Our analytics services on the sell-side include data analysis support, valuations and portfolio research. We also offer corporate services such as business information support, client investment reviews, pitch book creation and front-office support.

Middle Office: Offerings include transaction management, record keeping, data management, client reporting, recon and corporate actions. Our team has domain expertise and knowledge on leading industry platforms to deliver these services. We have experience working on disparate systems where in-depth business knowledge is a key requirement to complete the transactions particularly in areas such as corporate actions, recon and trade compliance specific to breaches. Our back office offerings include fund administration, portfolio reporting, regulatory reporting, system support, query resolution and NAV reporting.

Wealth Management
Research and Analytics

  • Client Investment Reviews

  • New Business Pitch Books

  • CRM Support

  • Fund Research

  • Portfolio Research

  • Portfolio Measurement

Investment Research

  • Portfolio Construction and Evaluation

  • Market Insights

  • Manager Research

Front Office Support

  • Client Investment Reviews

  • New Business Presentations

  • Library Inventory Management

  • Financial Planning

  • Meeting Notes Support

Middle/Back Office Support

  • CRM Support

  • Intranet Maintenance

  • Performance Measurement

  • Trading Desk Support

  • Rebalancing of Portfolios

Compliance Support

  • Trust Account Investment Compliance

  • Compliance Document Creation

Asset Management
Research and Analytics

  • Fixed Income

  • Equities Services

Front Office Support

  • Credit Research

  • Equity Research

  • Real Estate Investment Appraisals

  • Portfolio Construction Support

Middle Office Support

  • Trade Compliance

  • Performance Measurement

  • Data Management

  • Performance Measurement – IT

  • Regulatory Compliance

  • Client Reporting

Back Office Support

  • Account Management

  • Reconciliation

  • Finance & Accounting

  • Treasury

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