Wealth Management Services

Global economic uncertainty, and increasing customer demand for personalized and on-time services are shaping the way banks and financial institutions operate their Wealth Management Services. Additionally, heightened regulatory pressures, and mounting operational costs continue to be a challenge.

TCS' comprehensive Wealth Management Services support both private and retail brokerages. We simplify your business processes and streamline to optimize costs, and help you offer a superior customer experience. Our business process services can help you adapt to changing market requirements. We also help you mitigate risks and ensure compliance to regulations.

The TCS Advantage

ValueBPS: Our ValueBPS approach helps enterprises achieve significant and sustained business outcomes by leveraging our deep domain expertise and operations redesign methodologies such as FORE™. Our approach also encompasses robotic process automation (RPA), analytics and insights, our unique IT-BPS synergy, Business Process as a Service (BPaaS) models, and business process management (BPM).

BPaaS/PlatformsTCS BαNCS is an end to end suite of solutions for banks, capital market firms, insurance companies and diversified financial institutions. Each solution in the TCS BαNCS family is scalable and robust and fully integrates with existing business models, enterprise infrastructure and technology architecture.

Solutions We Offer

We offer the following Wealth Management Services:

  • Private Banking
    • Client Onboarding and Maintenance
    • Banking and Securities Operations
    • Client Reporting
    • Wealth Structuring
    • Private Banking Reconciliation
  • Retail Brokerage
    • Securities Reference Data
    • Trade Management and Settlements
    • Asset Servicing (Voluntary and Mandatory)
    • Reconciliation
    • Portfolio Transfers
    • Compliance and Reporting


Key benefits we deliver include:

  • Up to 50% reduction in funds transfer turnaround time (TAT)
  • Up to 20% reduction in order placement TAT

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