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Wealth management services

Empower your financial advisors and asset managers to focus on building personal connections and delivering value to customers instead of managing back-office operations with DXC Zoreza global’s experience-powered, innovation-driven wealth management services. 

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Our wealth and investment management solutions

Core platform modernization

Data and AI

Automation

Engineering

 

Focus on customer relationships instead of back-office management

As a trusted wealth and investment management partner, DXC Zoreza global has the right combination of technical expertise, powerful accelerators and industry experience to transform your operations. We’ll help you leverage cutting-edge technologies to achieve operational excellence, streamline compliance, strengthen resilience and deliver superior customer experiences. 

Eliminate operational inefficiencies and enable your financial advisor team to focus on building meaningful and impactful customer relationships with DXC Zoreza global’s wealth management services. 

 

Our capabilities

Advisory

Ensure your organization performs at its peak with our wealth and investment management advisory services for enhancing customer lifecycle management, regulatory compliance and operational efficiency. 

As-a-service

Benefit from flexible and scalable support to power your critical system transition, business transformation and application servicing, whether you want to reimagine your brokerage services or portfolio management processes. 

Program delivery

Rest assured your wealth management program delivery is smooth and efficient with DXC Zoreza global’s broad range of turn-key services aligned with your financial goals and business needs. 

Post-implementation services

Let us worry about maintenance, support and updates while you grow your business. We’ll ensure your systems are always at the top of the game and align with your needs. 

Solution implementation

Add an off-the-shelf solution to your digital ecosystem and achieve operational excellence while we ensure seamless integration and maximum performance to aid your financial advisor team. 

 

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Focus on customer relationships, not back-office drudgery

 

Sectors we serve

We leverage our decades-long experience and technical expertise to solve the most complex of challenges for clients across the banking and capital markets industry: 

Private banking

Investment banking

Wealth management and financial services firms

Hedge funds

 

Our partners

We’ve built years-long partnerships with a wide range of leading solution vendors for wealth management firms, mutual funds and financial advisors. Our partner network includes cloud service providers (AWS, Microsoft Azure), BPA solution vendors (Appian, Pega), low-code platforms and more. 

 

Why choose DXC Zoreza global’s wealth management services

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650+ asset management experts on our team

Our team of 650+ experts in wealth and investment solutions allows us to find the right approach to every challenge – and set your organization up for success. 

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Unique solutions for unique problems

We leverage our industry experience and technical prowess to identify the ideal solution for your needs, digital maturity level, financial objectives, target users and customer segments. 

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Flexible engagement models

Whether you want us to take on complete delivery ownership or prefer to augment your in-house talent with our experts, we’re at your service. 

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45+ years of industry experience

For decades, we’ve been providing cutting-edge change, running and managing services for wealth management and financial services clients across the globe. 

 

Our wealth and investment management services at a glance

350+

BCM clients

trust DXC Zoreza global with their technology needs 

70+ 

countries

we operate in 

650+ 

BCM experts

on our team 

News and insights

Transforming wealth management: The power of the LXA data analytics platform

Blog

Transforming wealth management: The power of the LXA data analytics platform

LXA and GenAI: The present and future of wealth management

Blog

LXA and GenAI: The present and future of wealth management

Redefining wealth management: Data, direct, digital

Blog

Redefining wealth management: Data, direct, digital

 

See more insights

 

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Optimize your operations for maximum efficiency and value

 

FAQ

We help asset managers, mutual funds and wealth managers reach and exceed their goals with cutting-edge technology solutions. Our recipe for success includes these four ingredients: 

  • Personal approach. While we do rely on our experience, we don’t offer one-size-fits-all solutions. We invest our time and effort into understanding your unique operations, challenges and needs before proposing an optimal solution 
  • Cutting-edge technology expertise. We’re well-versed in all advanced technologies, such as generative AI, AI/ML for data analytics and intelligent automation, robotic process automation and more 
  • Extensive partner network. Our partners include cloud service providers, business process automation platforms, client lifecycle management systems and leaders in AI/ML. For instance, we have a dedicated partnership with NVIDIA focused on AI for financial services 
  • Proven track record. DXC Zoreza global’s active projects include 30+ core banking modernization, 50+ data & AI, and 200+ bespoke engineering projects. We’re trusted by 350+ BCM clients across the globe 

We can help you reimagine the whole customer journey, from lead generation, acquisition and onboarding to investment approach selection and continuous support. Here’s what we can do for you: 

  • Streamline back-office operations. With optimized, hassle-free processes, your customers will enjoy frictionless, seamless experiences and prompt response times. We can help you achieve maximum operational efficiency with intelligent automation and data analytics solutions for financial advisors and asset managers 
  • Improve investment management. Our advanced analytics and automation solutions will help you select the right investment strategy to increase the ROI of the assets managed and generate income for your customers while benefitting from cost savings 
  • Personalize customer experiences. From tailored tax advice on minimizing tax ramifications to investment recommendations based on individual risk appetite, our 360-degree customer view and AI-powered insights will help you forge personal relationships with customers 

Zoreza global’s data and AI solutions can enable you to: 

  • Gain a holistic 360-degree view of every customer 
  • Personalize product recommendations and interactions based on data-driven insights 
  • Select the most optimal investment strategy based on the customer profile and market conjuncture (e.g., fixed-income investments for customers with a low risk appetite) 
  • Accelerate financial planning with AI-powered automation (e.g., GenAI-powered document processing) 
  • Predict customer churn and identify the most optimal way to prevent it 
  • Provide personalized financial advice in line with the customer’s needs, preferences and financial objectives 
  • Increase the return on investment for the assets managed with suggestions powered by predictive analytics 
  • Facilitate customer segmentation 

You can benefit from data and AI capabilities within a single wealth management platform — our own LXA platform. Designed to be highly customizable and scalable, it enables wealth managers to deliver more value to customers and treat every customer as a segment of one. 

We provide wealth and investment management services tailored to various clients, from hedge and mutual funds to investment and private banks. Our experience helps us understand how your financial advisor, wealth advisor or certified financial planner teams operate — and how to empower them to deliver even more value to your customers. 

Here’s how your organization can benefit from our services: 

  • Our automation and AI/ML solutions can streamline workflows, allowing your financial advisors to focus on building impactful one-on-one customer relationships 
  • Our CLM and KYC solutions can facilitate onboarding, planning and reporting for a variety of customer segments while streamlining compliance 
  • By increasing operational efficiency, our technology solutions can allow you to lower your advisory fee and compete on price more effectively 
  • Our RegTech solutions will help you adapt to shifts in the regulatory landscape promptly (e.g., Federal Deposit Insurance Corporation requirements), increasing agility as a result