The Wealth Management Industry around the world is witnessing a multitude of changes due to more demanding clients, digital transformation, regulatory compliance; internationalization and growing competition. This is leading to increase in overall costs of operations and hitting profit margins. Wealth Managers need to have increased focus on Risk & Compliance, Innovation, Efficiency & Productivity and Client Centricity.
Credence Analytics –iDEAL Wealth & Funds takes the risk out of change by providing innovative solutions that support the financial services industry through transformation so they can grow and compete. This is achieved by industrializing back office operations; differentiating on client-facing activities and core wealth management competency
We provide our solutions either on-premises or with a range of flexible outsourcing options including application service provision (ASP), Software as a Service (SaaS) and/or with business process outsourcing (BPO).
Ideal Wealth & Funds is a unified investments management platform which completely automates business needs of wealth management, custody, provident fund, private banking division.
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Our case studies are the evidence of our hard work and determination
Supporting operations of India’s 2nd largest private life insurance companies with over 25 users across all departments.
A leading global insurance provider serving 90 million customers world wide with a portfolio size of over INR 10000 Cr.