Wealth Managers and Private Banks

Generational shift in wealth clients, democratization of wealth offerings and rising demand for alternate investment products are significantly impacting the global wealth management industry today. These trends are leading to challenges such as higher client attrition, increased advisor turnover and rising cost-to-income ratios.

Crisil Integral IQ partners with wealth management firms and private banks enhance revenue, manage risk compliance, streamline operations and optimize costs across the wealth management value chain. Our solutions empower advisors to grow and retain client relationships, create goal-based portfolios for HNI clients through tailored portfolio review. We enable product and advisory teams to deliver greater value to clients with differentiated and sustainable offerings and support firms in elevating their brand through expert marketing and analytics.

100+

Work with 100+ wealth and asset managers globally providing support across the value chain

12

Presence in 12 countries and delivery centers in India, Argentina, China, Columbia, and Poland

Our solution components

Wealth Management & Private Banking

Enhance advisor productivity, portfolio personalization and product expansion

Credit Underwriting & Assessments

Enabling swifter decisions with adept credit assessments

Our choice of off-the-shelf and tailored credit risk solutions including sound policies and process advisory, underwriting and credit memos lead to improved lending practices and superior credit risk management

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Credit Portfolio Monitoring

Proactive monitoring for safeguarding portfolio resilience

We provide multiple levers for timely detection of stress in credit quality, including covenant and collateral monitoring, active surveillance, sector risk assessment and portfolio analytics

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Quantitative Solutions

For over a decade, leading financial institutions globally have leaned on us to deliver comprehensive and innovative quantitative solutions to enhance their frameworks, strengthen their governance standards and effectively navigate complex regulatory requirements.

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Financial Market Solutions

Banks and financial institutions are looking for ways to enhance their product offerings and navigate through challenges such as regulatory changes and cost pressures, while furthering operational efficiencies and mitigating risks in a rapidly evolving landscape.

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Sustainability

Sustainability is no longer just about managing risk; it's a fundamental shift towards value creation and reshaping the business landscape.

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Data Analytics & AI

Data Analytics is vital for financial institutions to leverage the vast number of data points and diverse data sources, in order to identify trends, assess risks and make data driven strategic decisions in a competitive environment.

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Crisil Advantage

Consultative services with expertise in wealth management and access to SMEs across multiple asset classes

Tech-enabled accelerators and be-spoke frameworks for improving advisor productivity

Enhanced product management, portfolio review and monitoring aimed at end client's financial goals achievement

The problems we solve

Research

Investment Research

Case Studies

Help a European Wealth Manager win HNW clients by expanding Coverage to Latin America and Japan

Advisor Support

Case Studies

Augmented client acquisition through a prospecting framework

Advisor Support

Case Studies

Enhanced client engagement through advisors' COE

Turning scattered market
data into meaningful
business insights

Mutual fund case