Wealth Management & Private Banking
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left-white-arrow Explore Crisil, a company of S&P Global

Formerly known as Global Research & Risk Solutions

Wealth management &
private banking

Bespoke solutions for private wealth
managers & private bankers,
transforming advisor productivity,
portfolio & product management

In a financial world that's constantly evolving, one thing remains certain: the need for expertise that drives confident decision-making. That's why the world's top financial institutions turn to Crisil Integral IQ, where unparalleled industry experience and sophisticated knowledge meet actionable insights.

In a rapidly shifting financial landscape, the demand for precise insights and expert guidance has never been greater. Crisil Integral IQ empowers the world’s leading financial institutions with unmatched industry expertise and cutting-edge analytics, transforming complexity into clarity. By combining deep market knowledge with actionable intelligence, it provides the confidence needed to navigate challenges and seize opportunities. Whether tackling intricate financial problems or driving strategic decisions, Integral IQ stands as a trusted partner for institutions aiming to thrive in a dynamic world

In an ever-evolving financial environment, staying ahead requires insight-driven expertise and reliable decision-making tools. Crisil Integral IQ bridges the gap between complex financial data and actionable solutions, empowering institutions to make confident, informed choices. By leveraging its unmatched industry knowledge and advanced analytics, it transforms challenges into opportunities, enabling financial leaders to navigate uncertainties and achieve sustainable growth. With a commitment to clarity and precision, Integral IQ remains a trusted ally for organizations seeking a competitive edge in today’s dynamic markets.

In a financial world that's constantly evolving, one thing remains certain: the need for expertise that drives confident decision-making. That's why the world's top financial institutions turn to Crisil Integral IQ, where unparalleled industry experience and sophisticated knowledge meet actionable insights

 

 

 

 

 

Why choose us

 

 

 

 

We go above
and beyond

Tailored services,with expertise in wealth management and access to SMEs across multiple asset class

Unequivocal
confidence

Change agent for enabling transforamtion across wealth client value chain

Proven strategic
thinkers

Follow the sun model, supporting clients around the clock through delivery centres across the globe

 

 

 

 

15

Top 20 leading global investment banks served

35

Top 50 global commercial
banks served

95

Top 100 asset management firms served

 

 

 

 

Our solution component

 

 

Establishing common processes and guidelines to manage, manipulate and share data Data lifecycle management solution

Learn more    
 

  • Creating target-state strategic data flows
  • Establishing common processes and guidelines to manage, manipulate and share data
  • Data lifecycle management solution
  • Creating target data lineage and data dictionary artifacts
  • Enterprise-wide data model structure

Test

  • Research Support across sub-Asset Classes
    • Investment Grade
    • High Yield
    • Leveraged Loan
    • Distressed Debt
    • Private Debt
    • Munis
  • Issuer and Sector-level Analysis
  • Trade Idea Generation
  • Initiation and Thematic Reports
  • Covenant Analysis
  • Capital Structure Analysis
  • Financial Modelling
  • Earnings / Corporate Action Analysis
  • Credit Profile / Tear Sheet
  • Database Management
  • Credit scorecard development

  • Econometric & PCA Modelling
  • Trade Signal/Trade Idea Structuring
  • Macro Trend Analysis
  • Market Monitor
  • Trade Performance Tracker
  • Auction previews

 

 

 

 

The problems we solve

We help to transform complex data into clear business insights

Mutual fund case

Optimising operational efficiency with predictive analytics and custom solutions

We help to use predictive analytics to manage market risks

Private bank

Transforming complex data into actionable strategies for market leadership

We help to Improve operational efficiency through AI solutions

Large US Bank

Revolutionising risk management through advanced AI and data analytics solutions

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

 

 

 

 

Who we serve