Asset management

Asset management

Asset management

Distribution, digital transformation, operations and portfolio solutions for asset managers, wealth managers and insurer-owned investment managers

EXL’s biggest impact for asset managers, wealth managers and investment managers comes from leveraging data and advanced analytics to improve their distribution and marketing effectiveness, building efficient investment operations with end-to-end automation, driving portfolio investment decisions through intelligent algorithms/signals and deploying a suite of marketing analytics solutions for digital transformation. EXL has worked with leading managers in multiple geographies to gain in-depth understanding of industry third party data sources and has developed frameworks and solutions that are easily transferable to any client platform.

Digital engagement framework

Building an effective digital engagement framework requires a deep understanding of the fundamental success elements that empowers the entire distribution organization across sales and marketing. This helps us delivers incremental returns on investments both in human capital and technology.

Digital Framework

 

Latest insights
Transformation starts with inspiration. See the latest ideas from some of our leaders.
White paper
Sales coverage optimization framework for asset manageme...
White paper
Sales coverage optimization framework for asset management
EXL offers custom sales coverage optimization solutions for the asset management industry The asset management industry is constantly evolving. Covid 19 has accelerated the digitization of most business processes within an asset manager. The sales function supporting the asset management business target retail investment advisors who provide investment and financial advice to endinvestors often individual taxpayers and small businesses. As the focus sh
EXL offers custom sales coverage optimization solutions for the asset management industry The asset management industry is constantly evolving. Covid 19 has accelerated the digitization of most business processes within an asset manager. The sales function supporting the asset management business target retail investment advisors who provide investment and financial advice to endinvestors often individual taxpayers and small businesses. As the focus sh
White paper
Client lifetime value model for asset management
White paper
Client lifetime value model for asset management
Analytics driven computation of client lifetime value to provide insights about future profitability of retail wealth management clients in the asset management industry 1. Forward Client Lifetime value (CLV) is a forward leaning metric that objectively informs asset managers about future profitability of the client across the duration of their relationship with the firm. In particular, it helps managers make informed decisions in budget allocation t
Analytics driven computation of client lifetime value to provide insights about future profitability of retail wealth management clients in the asset management industry 1. Forward Client Lifetime value (CLV) is a forward leaning metric that objectively informs asset managers about future profitability of the client across the duration of their relationship with the firm. In particular, it helps managers make informed decisions in budget allocation t
White paper
A novel approach to enable sales success
White paper
A novel approach to enable sales success
Cracking complexity in the institutional retirement business for sales success Introduction The sales function in asset management industry, especially the institutional segment, has always struggled with two major challenges: Limited client intelligence and information transparency due to sheer scale of the industry, and nefficient sales engagement due to the presence of vastly different client stakeholders and engagement channels This
Cracking complexity in the institutional retirement business for sales success Introduction The sales function in asset management industry, especially the institutional segment, has always struggled with two major challenges: Limited client intelligence and information transparency due to sheer scale of the industry, and nefficient sales engagement due to the presence of vastly different client stakeholders and engagement channels This
Case study
Digital engagement program
Case study
Digital engagement program
"There is an immediate need to transform marketing activities, create a robust digital engagement framework and ensure that customer experience comes above all else." Client challenge For any organization in the business of selling products to a large base of customers, identifying the right set of targets to engage, understanding the nuances of digital interactions and identifying pockets of opportunities based on customer segments and geographies h
"There is an immediate need to transform marketing activities, create a robust digital engagement framework and ensure that customer experience comes above all else." Client challenge For any organization in the business of selling products to a large base of customers, identifying the right set of targets to engage, understanding the nuances of digital interactions and identifying pockets of opportunities based on customer segments and geographies h
Case study
End-to-end automated reconciliation
Case study
End-to-end automated reconciliation
Transformation at a top 10 asset manager Challenge For the investment operations team at an asset management firm, a vast majority of the time is spent in reconciling information coming from various physical documents, PDF and spreadsheet-based reports. With the ever-evolving universe of data coming from various sources (PDF fund prospectus, client request emails, vendor data etc.), there is an increasing need to transform the existing reconciliat
Transformation at a top 10 asset manager Challenge For the investment operations team at an asset management firm, a vast majority of the time is spent in reconciling information coming from various physical documents, PDF and spreadsheet-based reports. With the ever-evolving universe of data coming from various sources (PDF fund prospectus, client request emails, vendor data etc.), there is an increasing need to transform the existing reconciliat
Case study
Campaign optimizer framework
Case study
Campaign optimizer framework
Challenge Driving higher engagement and identifying effective leads for the campaigns. EXL helped the client to strategically target and drive their campaigns by streamlining the process and providing clear quantifiable indicators for better transparency and efficiency Following are the campaigns in which client is aiming to drive higher engagement: Digital Campaigns Webcast events In-person events Guest Talks Sales Introductions
Challenge Driving higher engagement and identifying effective leads for the campaigns. EXL helped the client to strategically target and drive their campaigns by streamlining the process and providing clear quantifiable indicators for better transparency and efficiency Following are the campaigns in which client is aiming to drive higher engagement: Digital Campaigns Webcast events In-person events Guest Talks Sales Introductions

Why EXL Asset Management

Sophisticated and integrated analytics combined with deep domain knowledge.

In today’s financial services industry, increasing regulatory and compliance requirements, the mandate to improve ROI following the recent Covid-19 crisis, and the imperative to harness digital technologies to improve the customer experience are all intensifying the drive to transform. EXL partners with institutions to help them stay competitive, improve customer centricity, enhance compliance and risk management and accelerate growth and profitability.

Our professional team has deep experience in all key areas of financial services, including asset and wealth management, investment banking, non-banking financial services, retail banking and brokerage services. This context enables us to apply domain-specific analytics, data management, digital and business intelligence tools to all aspects of your business, from the front office through the middle office to the back office.

Together, we create real, measurable value by deploying advanced analytics, AI, robotics, data, human intelligence and other domain-specific technology solutions to help you stay ahead.

Gartner Peer Insights Customers’ Choice
for Data and Analytics Service Providers distinction (2021)
Leader in Everest
"Advanced Analytics & Insights (AA&I) Services PEAK Matrix® Assessment" 2023
Strong Performer in
"The Forrester Wave™: Customer Analytics Service Providers, Q3 2021" since later one is more recent
Ranked as a top 10 vendor
in the Voice of the Customer category– HFS Top 10: Triple-A Trifecta Services 2020