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Andy Efstathiou

Andy is the Banking Sourcing Research Director at NelsonHall where he has global responsibility for Retail and Commercial Banking BPS, Capital Markets BPS, and RPA, AI, and FinTech services in Banking, including consulting, design & deploy, and operations support.

Coforge - Transforming Wealth and Asset Management Services

Vendor Analysis

by Andy Efstathiou

published on Apr 17, 2024

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Report Overview:

This NelsonHall vendor assessment analyzes Coforge's offerings and capabilities in wealth and asset management services

Who is this Report for:

NelsonHall’s ‘Transforming Wealth and Asset Management Services’ profile on Coforge is a comprehensive assessment of Coforge’s offerings and capabilities for the wealth and asset management sector, designed for:

  • Sourcing managers monitoring the capabilities of existing suppliers of technology and operational services and identifying vendor suitability for wealth and asset management services in RFPs
  • Vendor marketing, sales, and business managers looking to benchmark themselves against their peers
  • Financial analysts and investors specializing in the support services sector.

Scope of this Report:

The report provides a comprehensive and objective analysis of Coforge’s BFS-focused wealth and asset management service offerings and capabilities and market and financial strength, including:

  • Identification of the company’s strategy, offerings, 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 Coforge service components
  • Analysis of the company’s delivery organization including the location of delivery centers.

Key Findings & Highlights:

Coforge has built its W&A services business starting with administrative services for account setup and administration services and then adding post-trade and pre-trade services. It works with industry service providers and W&A managers. Since 2012, it has invested heavily in developing its digital engineering and implementation services capabilities. The average length of a client relationship is 12 years, and 92% of its W&A services business is repeat business. It has worked with its largest W&A services client since 2008.

Coforge positions itself as having staff expertise able to combine and deliver: 

  • Business domain customization of technology
  • Data management engineering and implementation
  • Digital engineering and implementation.   

It has been building partnerships with solution vendors and its IP portfolio to create offerings for clients that enhance business and operational effectiveness. It offers clients a variety of engagement models that commit to outcomes to enable clients to reduce upfront investment in change and focus their internal efforts on running their business. 

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