Priserve, Stategic Extension of Your Capacity
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Financial Services

New standards of performance for Wealth and Investment Banks demand technological scale and agility.

The complexity of services and products related to wealth management and investment banking has increased considerably. There is a renewed emphasis on minimizing operational and application costs, maximizing revenue and addressing regulatory requirements. New standards of performance are being set for banks without borders.

What, until some years ago, was perceived as a cost – ex: regulatory compliances like Basel II – has today become a competitive advantage. There is a proliferation of unstructured data, both internal and external, that is being leveraged by early movers using analytics to build business intelligence. These and other transformational changes are forcing the banking business to adopt a strategy that includes both scale and agility.

Priserve Wealth Management Solutions and Investment Banking practices are structured to deliver the conflicting demands of scale and agility around IT strategy, infrastructure and support. As a strategic partner for the Top Global Wealth Managers and the Global Investment Banks, has built proven and rugged solutions in the areas of Front Office projects, Middle Office management, Back Office management and support, Back Office accounting, Asset Servicing and Market and Logistics management. Our advisory services have assisted our partners manage enterprise wide market and static data, corporate actions and complex event processing, build multi-class trading systems, exchange connectivity, algorithmic trading, dark pool connectivity, multi-market infrastructure management, settlement engines, internal compliance, risk management, regulatory compliance, etc. 's extremely mature relationships with customers, validate the high level of satisfaction it has delivered, making it a partner of choice.

Client's expectations have increased manifold. Financial services firms are facing challenges related to complexity of products and services in Wealth Management segment to meet the client's needs. The focus of the industry is tuned towards minimizing operational cost, maximizing revenue and handling regulatory requirements. The innovation in the wealth management segment is driven by client's growing appetite for technology.

Priserve offers solutions that are targeted to meet the technology and business needs of financial firms. The Wealth Management practice in Priserve offers package of services to include Consulting, Application Development, Maintenance and Business Process Outsourcing. Our consultants carry with them the experience of working with top notch financial companies and are at the cutting-edge of new technology.

Our expertise in financial services is as below:

  • Financial Planning and Advice
  • Retirement Planning
  • Trading Technologies
  • Portfolio Accounting
  • Corporate Actions
  • Portfolio Management
  • Investment products
  • Unified Managed Accounts
  • Unified Managed Household
  • Separately Managed Account

Our unique package of services includes:

  • Customer Experience: Our experience in the emerging technologies will help financial firms to set up an engaging customer experience through CRM integration, mobile technology and new media.
  • Consulting: You can leverage our experience of working with fortune 100 companies in the core areas of wealth management.
  • Financial Planning and Advice: We help clients in end-to-end implementation of comprehensive or modular financial planning capabilities.
  • Technology blended solution: Our focus on new technologies gives us the edge in providing the flavor of Social Media and Mobility blended financial solution.

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