Wealth and Investments

Modernize existing systems, simplify processes, and automate operations to deliver better customer experiences by applying innovative technologies including machine learning and artificial intelligence.

The wealth management industry has changed dramatically recently. Investors today expect wealth advisors to keep up with the changing investment environment.

Investors expect a seamless cross-channel experience and increasingly rely on digital touchpoints for real-time access. As the use of digital advisors grows, wealth managers must invest in technologies that deliver personalized experiences. Asset managers increasingly use open banking. With APIs, asset managers and fintech can directly access customers’ data. Faster product launches for existing and new consumer segments. Digital operations can help institutions better serve customers. Client demand and investor confidence increase as firms deliver socially responsible and profitable returns.

Our award-winning AI/ML technology powers Persistent’s Wealth and Investment services. We are uniquely positioned as a partner of choice for wealth management institutions looking to stay ahead of the innovation curve.

Benefits
  • Deliver a world-class digital customer experience
  • Rapidly launch new digital products and services
  • Leverage data, machine learning and automation to simplify processes
  • Extend your existing IT investments with cloud-based technologies
  • Reduce costs while improving agent and customer experiences
Offerings & Solutions
Cloud & Infrastructure

Modernize Cloud applications, operations and infrastructure in banks and financial institutions to increase agility and reduce costs.

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Intelligent Automation

Solutions that bring the best of low code, RPA, AI and other digital process automation tools to help businesses design and develop enterprise grade applications in weeks, not months and years.

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Data and Analytics

Unleash the power of data to uncover actionable insights that hide in plain sight.

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Enterprise IT Security

Enabling Digital business services and continuity through modern identity and access solutions.

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Client Success

Automating real-time accounting and monthly financial reporting for a global investment firm

Learn how Carlyle accelerated business processes, increased visibility, and collaboration across teams and management using Appian and Persistent Systems’ Solutions.

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Client Success

Intuit – Journey to Cloud Accelerates Speed to Innovation

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Client Success

HDFC Bank harvests micro-moments to improve customer engagement and increase revenue from real-time offers

Leverages distributed architecture to manage millions of personalized offers every quarter cost-effectively.

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Client Success
Automating real-time accounting and monthly financial reporting for a global investment firm
Carlyle Logo

Automating real-time accounting and monthly financial reporting for a global investment firm

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Client Success
CS - Intuit – Journey to Cloud Accelerates Speed to Innovation

Intuit – Journey to Cloud Accelerates Speed to Innovation

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Client Success
HDFC Bank harvests micro-moments to improve customer engagement from real-time offers| Persistent Systems
Persistent Systems Client - HDFC bank

HDFC Bank harvests micro-moments to improve customer engagement and increase revenue from real-time offers

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Why Persistent?
Award-winning Technology

Our AI/ML technology framework helps financial institutions build intelligent business solutions and scale their digital workforce rapidly.

Ready to use Accelerators

Our ready components and accelerators for scans and pattern identification help you build digital capabilities faster.

Customer-centric Approach

We bring together design, industry and technology expertise to break down organizational silos and create digital business solutions that drive efficiency.

News & Insights

Access our latest thought leadership and updates on Banking & Financial Services.

Digital Optimization in Banking
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Reasons to Digitize Banking Operations in 2021

Blog

Digital Optimization in Banking for enhanced customer experience

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Whitepaper

Cryptocurrency Trading – A perspective on trends and the value chain for institutional participation

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Blog

Four Important Reasons to Digitize Your Banking Operations in 2021

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Blog

Re-imagining Banking and Financial Services with the Digital Mosaic

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Related Offerings & Solutions

Contact us

You can also email us directly at info@persistent.com.

You can also email us directly at info@persistent.com