Business Requirement

A wealth management and advisory services firm, providing services across asset classes to its clients including corporates, families, individuals, Trusts and PE funds across APAC.

Deploy wealth and customer management system to meet the business growth and customer engagement.

  • Efficient, Scalable and high-performance system for both advisors and customers.
  • Meet with regulatory and compliance requirements, and digital customer expectations.
  • Ease of information dissemination.

Strobus Solution

Strobus, with complete engagement as technology partner, setup the Wealth Management System Platform, Integrated Applications focusing on operational efficiency and cost control, with a structured approach.

  • Implemented the right applications for the business functions – Wealth Management, Customer Management, and Advisor Management.
  • Implemented scalable system with high performance architecture.
  • Automation, Operational controls and integration with other group business functions.
  • Business resiliency.

Business Benefits

  • Client could focus on core business, and need not worry on technology requirements for business growth.
  • Efficiency in terms of Operations and Cost control.
  • Immediate availability of domain expertise and technology skill sets, thus saving time and increasing the business efficiency.
  • Business growth in terms of AUM and customer base achieved 2x within two quarters.