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Infosys - Wealth and Asset Management BPS
Vendor Analysis
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.