NewgenONE Platform for
Wealth Management Automation Solution for Seamless & Trusted Client Experiences
Elevate your wealth management operations with a modern, AI-driven solution that automates client onboarding, credit origination, contract repapering, LTV calculations, and reporting. Improve compliance with FATCA and CRS, reduce costs, enhance decision-making, and deliver seamless, personalized client experiences across investment, annuity, lending, and retirement products, driving efficiency, agility, and regulatory confidence at scale.
“Newgen has successfully automated, streamlined, and monitored our credit origination process and empowered our team to tackle the growing business demands. Our systems now efficiently evaluate credit risk for new clients and perform periodic credit reviews for existing ones, allowing seamless handling of high-volume transactions and scaling of operations.”
Head of Operations, Leading Global Financial Services Group
Various Modules of Newgen’s Wealth Management Automation Solution
Client Lifecycle Management
Transform account opening, KYC, maintenance, and offboarding operations, enabling firms to deliver outstanding customer experiences. The solution enables easy configuration and contains pre-built components based on industry best practices. Accelerate and automate the onboarding processes across all channels, products, and geographies.
Loan-to-value Calculation
Leverage our web-based LTV simulation tool for single and multiple security LTV searches for different products such as equity, bonds, mutual funds, equity-linked notes, real estate, insurance, and more. Our LTV calculation engine can automate communication as per the defined workflow by both users and lending officers.
Credit Origination
Leverage our private banking lending tool where your users can create customers’ digital credit applications. The approval workflow tool caters to various facilities, including New, Amendment, Credit Review for Lombard Credit Facility, FX Margin Trading Credit Facility, Trading Limit, and Pricing, etc. Prior to approval, wealth managers can easily analyze risk, approve credit facilities, and perform annual credit reviews of borrowing clients by re-evaluating clients’ credit behavior.
Report Generation
Build a diverse array of customized wealth management reports for high-net-worth individuals. The solution can automate the generation of complex wealth reports and documents based on business rules while ensuring compliance with 100% SLA adherence and multilingual communications. Relationship managers can also focus on improving customer service with the help of real-time document generation. Streamline the communication process from designing to generation to distribution with centralized communication tracking that helps employees and agents easily retrieve and track all communications.
Client Lifecycle Management
Transform account opening, KYC, maintenance, and offboarding operations, enabling firms to deliver outstanding customer experiences. The solution enables easy configuration and contains pre-built components based on industry best practices. Accelerate and automate the onboarding processes across all channels, products, and geographies.
Loan-to-value Calculation
Leverage our web-based LTV simulation tool for single and multiple security LTV searches for different products such as equity, bonds, mutual funds, equity-linked notes, real estate, insurance, and more. Our LTV calculation engine can automate communication as per the defined workflow by both users and lending officers.
Credit Origination
Leverage our private banking lending tool where your users can create customers’ digital credit applications. The approval workflow tool caters to various facilities, including New, Amendment, Credit Review for Lombard Credit Facility, FX Margin Trading Credit Facility, Trading Limit, and Pricing, etc. Prior to approval, wealth managers can easily analyze risk, approve credit facilities, and perform annual credit reviews of borrowing clients by re-evaluating clients’ credit behavior.
Report Generation
Build a diverse array of customized wealth management reports for high-net-worth individuals. The solution can automate the generation of complex wealth reports and documents based on business rules while ensuring compliance with 100% SLA adherence and multilingual communications. Relationship managers can also focus on improving customer service with the help of real-time document generation. Streamline the communication process from designing to generation to distribution with centralized communication tracking that helps employees and agents easily retrieve and track all communications.
Key Features of Newgen’s Wealth Management Automation Solution
Customers
Customers
Prebuilt Connectors & APIs
Benefits of Newgen’s Wealth Management Solution
- Achieve faster TAT and reduce error-prone manual work with a high degree of automation.
- Enhance customer satisfaction by offering personalized services.
- Make highly informed decisions by leveraging the seamless flow of information across processes and departments.
- Create and run simplified journeys by digitally transforming the credit workflow process using our best-of-breed capabilities, such as output generation, AI, integrations, and automated security checks.
- Achieve 80% faster Time-to-Revenue with our onboarding and credit origination process.
- Configure simple and complex rules in processes with an in-built rules engine.
Explore Newgen’s Other Banking Solutions
Explore Newgen’s Other Banking Solutions
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