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Infosys - Next Generation Wealth and Asset Management Operations Services
Vendor Analysis
published on Dec 18, 2017
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Report Overview:
This NelsonHall assessment analyzes Infosys' offerings and capabilities in W&A operations services. Infosys is one of a number of W&A operations services companies analyzed in NelsonHall’s comprehensive industry analysis programs.
Who is this Report for:
NelsonHall’s Next Generation Wealth and Asset (W&A) Management Operations Services Vendor Assessment for Infosys is a comprehensive assessment of Infosys’ Next Generation W&A services offerings and capabilities designed for:
- Sourcing managers monitoring the capabilities of existing suppliers of capital market process outsourcing and identifying vendor suitability for W&A 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 W&A operations 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:
Infosys started working in 2002 with global brokerage firms delivering technology-based professional services. Over time, the engagements expanded into technology services for wealth management services. In 2004, Infosys started an engagement to deliver wealth and asset (W&A) BPS services to 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 has added more W&A services offerings to engagements with W&A clients.