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Emirates NBD

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HDFC Bank

Creates One-Stop Wealth Management Leveraging Finacle Wealth Management Solution

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About the Transformation
To create a best-in-class experience for High-Net worth Individuals (HNIs), HDFC Bank, a leading Indian private bank, used the Finacle WMS cloud platform to securely integrate with numerous internal and external systems and harness automation. Offshore HNIs can now access products and advisory services across 12 asset classes. Domestic HNIs benefit from a solution built on more than 10 integrations. Streamlining workflows and a consolidated platform have improved employee efficiency and customer service across the lifecycle.

Client quote

"Finacle WMS is a state of the art multi entity platform providing Wealth Management features. It has enabled seamless onboarding journey, portfolio consolidation across various asset classes like MF, Equity, Bonds, Insurance, Structures, PMS & Private Equity and more. The product integrates easily with multiple surround systems to help provide advance analytics reports to clients for effective monitoring & review."

Amol Date,
Senior Vice President, Digital Product Management, Digital Solutions & Factory,
HDFC BANK

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