Client Success
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.
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.
Data and Analytics
Unleash the power of data to uncover actionable insights that hide in plain sight.
Enterprise IT Security
Enabling Digital business services and continuity through modern identity and access solutions.
Client Success
Intuit – Journey to Cloud Accelerates Speed to Innovation
Client Success
HDFC Bank harvests micro-moments to improve customer engagement and increase revenue from real-time offers
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.
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