Genpact Wealth Unified System of Engagement for wealth management firms, built on ServiceNow and includes AI-enabled workflow capabilities for document processing and workflow automation to help reduce manual processing across onboarding, account transfers, and ongoing servicing—with audit trail capabilities and human review for defined exceptions, based on solution configuration

Key Capabilities

- Automation for document intake and validation
- Supports automated account transfer routing based on configured workflow rules (e.g., Financial Transaction Systems vs. manual)
- Proactive client and advisor communication
- SLA-driven case orchestration
- Includes audit trail capabilities and configurable compliance-related workflow controls
- Unified front, middle, and back-office workspace

Included AI Agents

- Pension Document Processor
- Wealth Document Handler
- Form Details Reviewer
- Reminder Sender
- Transfer Case Reason Update Agent
- Account Transfer Decision Agent

Business Value

- Designed to help improve straight-through processing rates
- Designed to help accelerate realization of productivity benefits
- Helps enable faster onboarding and time-to-revenue
- Designed to help reduce NIGO rates and operational risk
- Designed to help improve advisor and client experience

Who It’s For

- Wealth & Asset Managers
- Broker-Dealers
- Retirement & Pension Providers
- Operations, Compliance, and Advisor Enablement teams

Platform Compatibility

- ServiceNow (Workflow, AI, Case Management)
- Can integrate with common custodian, trading, and accounting platforms, depending on client environment and configuration

Implementation & Support : Delivered by Genpact, combining:

- Wealth domain expertise
- ServiceNow platform expertise
- Agentic AI-enabled delivery model informed by implementation experience