Financial Services Excellence

Our solutions address the unique challenges of the financial services industry including wealth management, investment operations, regulatory compliance, risk management, and digital transformation to drive growth and operational efficiency.

Financial Services Overview

Wealth Management

Comprehensive portfolio management, financial planning, and client relationship systems.

Investment Banking

Deal management, capital markets operations, and investment analysis systems.

Risk & Compliance

Risk management, regulatory compliance, and governance systems.

Financial Services Solution Areas

Comprehensive SAP solutions designed specifically for the financial services industry, addressing unique requirements from wealth management to investment operations.

Explore Financial Solutions

Wealth Management

Investment Operations

Risk Management

Regulatory Compliance

Comprehensive Wealth Management

End-to-end wealth management and financial planning solutions.

Portfolio management and performance tracking

Financial planning and goal-based investing

Client relationship management and reporting

Fee calculation and billing management

Explore Wealth Solutions

Financial Services Impact Metrics

25-35%

Improvement in portfolio management efficiency.

30-40%

Reduction in compliance and reporting costs.

20-30%

Increase in client satisfaction and retention.

Excel in Financial Services

Partner with our industry experts to implement solutions that optimize wealth management, investment operations, and regulatory compliance.

Start Financial Transformation

Financial Services Solutions

Industry-specific solutions addressing the complete financial services value chain.

SAP for Financial Services

Comprehensive SAP industry solution for financial services.

Wealth & Asset Management

Portfolio management, financial planning, and client services.

Investment Banking

Deal management, capital markets, and investment operations.

Risk & Compliance Management

Risk assessment, regulatory compliance, and governance.

Financial Operations

Accounting, treasury, and financial reporting operations.

Financial Services Solution Benefits

Our solutions deliver significant business value through improved investment management, better risk control, enhanced client services, and operational efficiency.

Investment Performance

Improved portfolio returns and investment decisions.

Risk Management

Enhanced risk assessment and mitigation.

Client Satisfaction

Improved client services and relationship management.

Regulatory Compliance

Automated compliance management and reporting.

Operational Efficiency

Streamlined operations and reduced processing costs.

Revenue Growth

Increased assets under management and fee income.

Frequently Asked Questions

SAP provides comprehensive portfolio management, performance measurement, rebalancing, fee calculation, client reporting, and financial planning specifically designed for wealth management operations.

Yes, SAP provides deal management, capital markets operations, trade processing, settlement, and investment analysis for investment banking and asset management businesses.

SAP provides compliance management for MiFID II, Dodd-Frank, FATCA, AML/KYC, and other financial regulations with automated monitoring, reporting, and audit capabilities.