How does DXC's Treasury as a Service solution work?

With DXC's Treasury as a Service, you no longer have to allocate your finite resources to your treasury system’s infrastructure, maintenance, software, support and upgrades. Our experts will take care of it for you in exchange for a transparent and predictable fee with a straightforward cost structure. In a nutshell, we will host and manage your chosen third-party treasury platform. The platform will remain responsible for developing and releasing new platform functionality and updates. We, in turn, will take care of user support, hosting, upgrades and tech ops. Our Treasury as a Service goes beyond allowing you to dedicate your resources to what matters more. It also leads to tangible cost savings of up to 50% in IT spending.

What are the benefits of Treasury as a Service?

Treasury system ownership entails considerable running costs, has increased management complexity, and is slow to move to market. Treasury as-a-service can counter all those challenges: Accelerating time-to-market. The XaaS vendor follows established best practices and has the skills, tools and resources required for fast deployment. So, treasury system upgrades and new functionality can be rolled out more promptly. Improving data security. The XaaS vendor keeps systems up-to-date on advanced data security best practices and regulatory compliance. The client doesn’t have to allocate extra resources to achieve the same results. Optimizing costs. All costs associated with infrastructure maintenance and technical support are absorbed by the XaaS vendor. Our Treasury as a Service solution saves our clients between 20% and 40% in IT spending. Enhancing flexibility and scalability. Cloud computing resources can be quickly and automatically scaled up and down. This allows the organization to breeze through spikes and slumps in transactions and use.

How can Treasury as a Service speed up the route to Digital Treasury implementation?

Treasury as a service comes with multiple advantages that accelerate the transition to digital treasury: Faster time-to-market. Where deployment previously took 12 to 18 months, as-a-service solutions can be rolled out into production within months, weeks, or even days. Faster revenue generation. As a result of accelerated time-to-market, organizations can start increasing revenue and offsetting costs early on. More efficient resource use. The vendor takes care of the infrastructure, migration, software, maintenance and support. So, the client doesn’t need to spend their finite resources on those tasks. More transparent cost structure. IT spending becomes more predictable and straightforward, without the need to account for not-so-obvious hardware maintenance fees or come up with a substantial upfront investment.

Wealth management services

Empower advisors to focus on customer relationships instead of back-office management.

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Delivering superior customer experiences

Financial advisors and asset managers need to spend their time and energy on building personal connections and delivering value to customers. With DXC's experience-powered, innovation-driven wealth management services, they can do so. Leverage our cutting-edge technologies including powerful accelerators to achieve operational excellence, streamline compliance and strengthen resilience. When you eliminate operational efficiencies and exploit data-driven insights, you'll enable your financial advisor teams to create impactful customer relationships.

350+ Financial Services clients

trust DXC with their technology needs

Our approach

Advisory support

Ensure your organization performs at its peak with our  wealth and investment management advisory services for enhancing customer lifecycle management, regulatory compliance and operational efficiency. 

As-a-service options

Benefit from flexible and scalable support to power your critical system transition, business transformation and application servicing, whether you want to reimagine your brokerage services or portfolio management processes. 

Program delivery

Rest assured your wealth management program delivery is smooth and efficient with DXC’s broad range of turn-key services aligned with your financial goals and business needs. 

Post-implementation upkeep

Let us worry about maintenance, support and updates while you grow your business. We’ll ensure your systems are always at the top of the game and align with your needs. 

Enhanced implementations

Add an off-the-shelf solution to your digital ecosystem and achieve operational excellence while we ensure seamless integration and maximum performance . 

Our wealth and investment management solutions

Bank building, Core Banking solutions, Financial Services | DXC Technology

Core platform modernization

Make your systems run like a well-oiled machine and leverage advanced technologies with DXC’s modernization expertise in wealth management services. We’ll help you build a best-in-class software stack and migrate to the cloud promptly and without disruptions. 

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Data and AI

Turn your data into valuable insights with our holistic data management and AI/ML solutions. From client lifecycle management to brokerage services, we’ll help you leverage data to power marketing and document processing automation, and personalized recommendations.

Hogan Core Banking Platform, Financial Services | DXC Technology

Automation

Achieve automational excellence with business process automation solutions like Appian and Pega. We’ll help you streamline operations across the board, from portfolio management to Know Your Customer (KYC) compliance and client onboarding, while ensuring smooth system integration into your stack.

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Engineering

Drive innovation with our bespoke wealth and investment management solutions. Our staff in our capability centers in Poland and India can build bespoke components and systems under the team augmentation, output-based delivery or build, operate, transfer model.

Sectors we serve

We leverage our decades-long experience and technical expertise to solve the most complex of challenges for clients across the banking and capital markets industry: 

Asset Management, Pensions and Hedge Funds, Financial Services | DXC Technology

Private banking

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Investment banking

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Wealth management and financial services firms

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Hedge funds

Customer stories

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MassMutual gains speed and agility by moving to the AWS cloud

MassMutual’s move to AWS, powered by DXC’s VANTAGE‑ONE and Wealth Management Accelerator, shows how cloud modernization speeds product innovation and strengthens digital wealth management capabilities.

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GoldenSource expands financial services offerings on AWS

DXC’s support in transforming GoldenSource’s enterprise data platform into a scalable SaaS environment enhances the high‑quality market, risk and reference data foundations essential for modern wealth management analytics and portfolio oversight.

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Revolutionizing broker-bank relationships

By enabling personalized, data‑driven engagement for brokers across multiple banking brands, DXC helps create stronger advisory experiences that mirror the tailored communication and relationship‑building central to wealth management services.

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Insights

Why banks prefer a mainframe hybrid cloud architecture

Hybrid mainframe‑cloud architecture provides the secure, scalable, high‑performance foundation wealth management firms need to support complex portfolio systems, real‑time decisioning and resilient data operations.

READ THE BLOG

Hidden infrastructure costs can jeopardize your organization’s future

Exposing and eliminating hidden infrastructure costs enables wealth management organizations to reinvest in advanced analytics, personalization engines and modern advisory platforms that drive client value.

READ THE BLOG

Make FinOps the strategic powerhouse for your enterprise

Strategic FinOps empowers wealth management firms to optimize technology spending across cloud and on‑prem estates, ensuring smarter investments in digital advisory, data platforms and scalable customer‑experience capabilities.

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Partners

We’ve built years-long partnerships with a wide range of leading solution vendors for wealth management firms, 
mutual funds and financial advisors. Our partner network includes cloud service providers, BPA solution vendors, low-code platforms and more. 

Frequently asked questions

We help asset managers, mutual funds and wealth managers reach and exceed their goals with cutting-edge technology solutions. Our recipe for success includes these four ingredients: 

Personal approach. While we do rely on our experience, we don’t offer one-size-fits-all solutions. We invest our time and effort into understanding your unique operations, challenges and needs before proposing an optimal solution.
Cutting-edge technology expertise. We’re well-versed in all advanced technologies, such as generative AI, AI/ML for data analytics and intelligent automation, robotic process automation and more. 
Extensive partner network. Our partners include cloud service providers, business process automation platforms, client lifecycle management systems and leaders in AI/ML. For instance, we have a dedicated partnership with NVIDIA focused on AI for financial services. 
Proven track record. DXC’s active projects include 30+ core banking modernization, 50+ data and AI, and 200+ bespoke engineering projects. We’re trusted by 350+ financial clients across the globe.

We can help you reimagine the whole customer journey, from lead generation, acquisition and onboarding to investment approach selection and continuous support. Here’s what we do: 

Streamline back-office operations. With optimized, hassle-free processes, your customers will enjoy frictionless, seamless experiences and prompt response times. We can help you achieve maximum operational efficiency with intelligent automation and data analytics solutions for financial advisors and asset managers. 
Improve investment management. Our advanced analytics and automation solutions will help you select the right investment strategy to increase the ROI of the assets managed and generate income for your customers while benefitting from cost savings. 
Personalize customer experiences. From tailored advice on minimizing tax ramifications to investment recommendations based on individual risk appetite, our 360-degree customer view and AI-powered insights will help you forge personal relationships with customers.

Our data and AI solutions can enable you to: 

Gain a holistic 360-degree view of every customer 
Personalize product recommendations and interactions based on data-driven insights 
Select the most optimal investment strategy based on the customer profile and market conjuncture (for example, fixed-income investments for customers with a low-risk appetite) 
Accelerate financial planning with AI-powered automation (for example, GenAI-powered document processing)
Predict customer churn and identify the most optimal way to prevent it 
Provide personalized financial advice in line with the customer’s needs, preferences and financial objectives 
Increase the return on investment for the assets managed with suggestions powered by predictive analytics 
Facilitate customer segmentation

You can benefit from data and AI capabilities within a single wealth management platform — our own LXA platform. Designed to be highly customizable and scalable, it enables wealth managers to deliver more value to customers and treat every customer as a segment of one. 

We provide wealth and investment management services tailored to various clients, from hedge and mutual funds to investment and private banks. Our experience helps us understand how your financial advisor, wealth advisor or certified financial planner teams operate — and how to empower them to deliver even more value to your customers. 

Here’s how your organization can benefit from our services: 

Our automation and AI/ML solutions can streamline workflows, allowing your financial advisors to focus on building impactful one-on-one customer relationships 
Our CLM and KYC solutions can facilitate onboarding, planning and reporting for a variety of customer segments while streamlining compliance 
By increasing operational efficiency, our technology solutions can allow you to lower your advisory fee and compete on price more effectively 
Our RegTech solutions will help you adapt to shifts in the regulatory landscape promptly (e.g., Federal Deposit Insurance Corporation requirements), increasing agility as a result

Wealth management services

Delivering superior customer experiences

Our approach