Elevate your wealth management services with Finacle

Rapid technology advances are radically changing the way your customers interact and do business with your organization. Across categories, your customer today is far more informed, networked and vocal. They expect a level of personalization and banking experience that is at par with new age digitally driven businesses, and are willing to switch loyalties to get that.

The comprehensive, digital-ready, front-to-back office Finacle Wealth Management Solution suite can help you empower both your advisors and customers, and drive  profitable growth.The Finacle solution suite will help you attract customers by addressing their four main demands – personalized service, superior returns, anytime access and a diverse range of products. By providing you a 360-degree view of your customers’ goals and investments, Finacle makes it easier for your advisors to understand their unique requirements and design personalized investment strategies. The solution also helps advisors gauge customers’ risk appetite more accurately so they can create the best portfolio mix.

  • One platform for front and back office activities

  • Seamless integration to core banking

  • Facilitates advisors with handy aids and tools

  • End-to-end processing for Multiple Asset Class

  • Reconcile holding, transactions and commission

  • Prevent revenue leakage

Creating a Truly Digital bank

Truly Digital banking is not about just giving your legacy processes a digital facelift. Be ready to rethink digitization. Watch this video to understand what constitutes Truly Digital banking and how your wealth management organization can go about achieving it

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Be Truly Digital

A digital-age Wealth Management solution from the industry leading banking solution suite that’s powering 16.5 % of the world’s adult banked population

The Finacle Wealth Management solution suite comprises multiple-industry leading banking solutions-all meant to elevate your wealth management services. You can choose one or a combination of these componentized solutions to power your bank’s wealth management strategy

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