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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.

Infosys - Wealth and Asset Management BPS

Vendor Analysis

by Andy Efstathiou

published on Jan 12, 2016

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Report Overview:

This NelsonHall assessment analyzes Infosys’ 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. 

Who is this Report 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.

Scope of this Report:

The report provides a comprehensive and objective analysis of Infosys’s wealth and asset management BPS 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.

Key Findings & Highlights:

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
  • 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 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:

  • Gurgaon
  • Pune
  • Bangalore
  • Czech Republic
  • Salt Lake City
  • Dublin.

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.
  • Global custodians. 

Table of contents:

Table of contents:

  • Background
  • Infosys BPS
  • Revenue Summary
  • Key Offerings
  • Delivery Capability and Partnerships
  • Delivery
  • Pricing and Contracts
  • Changes to Operations
  • Centers of Excellence
  • Platforms and Intellectual Property
  • Target Markets
  • Strategy
  • Strengths and Challenges
  • Strengths
  • Challenges
  • Outlook

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