DEBUG: PAGE=domain, TITLE=Wealth & Asset Management,ID=1440,TEMPLATE=subprogram
toggle expanded view
programcode = BANWAM
programid = 160
database = t
alerts = t
neat = t
vendors = t
forecasting = t
confidence = f
definitions = t

Search within: Wealth & Asset Management:

Access our analyst expertise:

Only NelsonHall clients who are logged in have access to our analysts and advisors for their expert advice and opinion.

To find out more about how NelsonHall's analysts and sourcing advisors can assist you with your strategy and engagements, please contact our sales department here.

Subscribe to blogs & alerts:

manage email alerts using the form below, in order to be notified via email whenever we publish new content:

has Database = t

Contracts Database

for Wealth & Asset Management

Track the pattern of service adoption by monitoring Wealth & Asset Management contract awards by your peers. Identify who are the successful vendors this industry now. Updated monthly!

These documents are available to logged in clients that have purchased access to this program.

has Confidence = f -- IGNORED

Mphasis - Transforming Wealth & Asset Management Services 2021

Vendor Analysis

by Andy Efstathiou

published on May 05, 2021

Access to this report is restricted to logged in clients with access. Login to get full access

Report Overview:

This NelsonHall vendor assessment analyzes Mphasis' offerings and capabilities in Transforming Wealth & Asset Management Services.

Who is this Report for:

NelsonHall’s Transforming Wealth & Asset Management Services Vendor Assessment for Mphasis is a comprehensive assessment of Mphasis’s wealth and asset management services offerings and capabilities designed for:

  • Sourcing managers monitoring the capabilities of existing suppliers of intelligent automation processes and identifying vendor suitability for wealth and asset management services 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 wealth and asset management services 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:

Mphasis has been providing services to securities and asset management firms since 2000, when it started delivering technology architecture design services. Mphasis has primarily focused its efforts on the U.S. market, where the current footprint involve maintaining and enhancing service levels for large asset, wealth managers and brokerages who have:

  • 25m customer accounts in wealth and brokerage
  • 7m customer accounts enabled for trading via portals and trading engines

Mphasis supports its clients in multiple product areas: it works with 401k and retirement accounts (~8% of the market), RIA accounts (~33%), and affluent customer accounts (~8% of the market for accounts from $250k to $5m).

In the past two years, its W&A practice has grown rapidly due to clients wanting to transform their businesses due to multiple sources of competitive pressure.

Login to get full access:

close