Virtusa helped the client digitize trust processes by funneling associated components into a single system, with access points across multiple channels. To meet local regulatory standards, Virtusa also customized the accounts’ chart formatting, classification, and categorization.
Additionally, the client was able to curate investment advice for clients using our customized portfolio feature. Having an extra layer of personalization helped the client improve user experience for their own customers, while boosting operational workflows for their employees. We also applied automation in the client’s reporting and process workflows to help them cut down on manual efforts and the use of extraneous tooling resources.