PetakSys offers Custom Software Development services for financial institutions such, as private banks, family offices, asset and wealth management firms. Our expertise lies in creating software that seamlessly integrates into your existing IT and business environment, ensuring a smooth transition with minimal interruptions in your daily operations. Our dedication to financial......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices

Relevant Regions

• Eastern Europe
• Western Europe

Partnerships, the default engagement model of Pirker Partners, deliver focused, strategic advice and thought leadership on current themes relating to business and technology innovation to decision makers across the wealth management ecosystem. Pirker Partners believes that an ongoing but flexible partnership delivers the greatest value, as it allows for addressing......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

The financial services landscape has evolved with new market entrants such as challenger banks and big tech companies, and rising customer expectations. To thrive, financial institutions must constantly challenge their existing business model, invest in innovation, and actively seek growth opportunities. It is now imperative to (re)consider where to play,......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices

Relevant Regions

• Asia
• North America
• Western Europe

We work on a one to one basis to implement the following processes You get everything in the Done By You program taught and implemented on a one to one basis plus the following: Sales training - Working with you and your sales team to teach the tricks and tips to increase the......

Client type

• Asset Managers
• Digital Wealth Manager

Relevant Regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Deploy digital marketing to amplify your activations Via our bespoke campaigns, you can access our established network in a more comprehensive and targeted way. This campaign has been designed to include the main components of the marketing mix and offer you a plethora of ways to achieve your marketing goals in 2026. This......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• End Private Clients
• Family Offices
• Financial Advisors

Relevant Regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Our in-house team can work with you to develop your content marketing strategy and implement a range of modern, engaging and impactful content tactics. Content, whether written, video or podcasts and webinars, is a fantastic way to deliver an ongoing mix of insights, education and engagement tactics into the market. Our......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• End Private Clients
• Family Offices
• Financial Advisors

Relevant Regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

TWM recognises that solution providers are facing increasing challenges to be able reach, engage and do business with participants in the wealth management sector, given the ongoing levels of change, demands and innovation across the market. Considering this backdrop, TWM has a range of marketing subscriptions that offers solution providers a platform to support: Exposure......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• End Private Clients
• Family Offices
• Financial Advisors

Relevant Regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

16,000+ financial app user journeys Discover how leading financial brands tackle UX challenges. Level up your app design with insights into the latest user journeys —150 new journeys added weekly so you never miss a beat. Data-driven FinTech insights on leading brands Leverage a wealth of external data sources to understand how audiences......

relevant regions

• North America
• Western Europe

Move from hypothesis to investment case We combine deep insight into the latest fintech business models with our extensive network across the FS ecosystem to develop winning, investible FinTech ventures. Investment and business cases Market definition and opportunity Vendor analysis Technology strategy Uncover your unfair advantage We are financial services specialists. We operate at the forefront of......

relevant regions

• North America
• Western Europe

Acvantage focuses on strategy and business model innovation, with a particular emphasis on customer value generation, front-end optimisation and business profitability through new technologies and fintech solutions. It is positioned in a niche as a bridge between the established wealth management players and the new financial technology players. Acvantage works with both......

relevant regions

• Western Europe

Expert navigation for complex change When you’re gearing up for a major transformation – whether it’s business change or tech-driven innovation – you need trusted advisers who’ve been there before. At Liqueo, we bring our deep industry expertise to help you navigate the complexities of change. We’ll work closely with you......

relevant regions

• North America
• Western Europe

We can support you by bringing together seasoned practitioner experience and specialist market knowledge. We will arm you with the insights you need to develop your strategy and help you make the right decisions for you business.  ...

relevant regions

• Western Europe

However, growing regulatory pressures and inefficient manual processes mean administrative burdens too frequently take up their working day. How can advisors spend more time with clients and less time on administration? The benefits are clear – dramatically improved productivity, increased assets under management, additional product and service take-up, and ultimately......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Whether you need to free up your team to focus on more strategic and creative work, make better business decisions, create hyper-personalised customer experiences, or develop innovative products that your competitors could only dream of – AI can help. By analysing large amounts of data and identifying patterns or trends that......

relevant regions

• Western Europe

We guide you step-by-step; choosing a use case, setting objectives, and managing development and deployment. Our support removes technical barriers, so you can experiment, learn, and achieve your desired results. This service suite helps financial services firms explore and experiment with AI use cases and technologies in a structured, low-risk environment.......

relevant regions

• Middle East
• North America
• Western Europe

JBI is a partner to design and implement AI strategies JBI’s AI capabilities through JBI Studios AI Suite has deployments across multiple Large Language Models (LLMs) in large corporations. Similarly, JBI’s team has worked with the world’s largest organizations to ensure leverage of their data. The AI Suite enables large organizations......

relevant regions

• North America
• Western Europe

Builds for all client segments and sizes, multi-asset capabilities, self-trading....

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

We help our clients overcome the challenges of reaching attention-poor customers and the related high cost of acquisition. We help them to build distinctive brands and content that cut above the noise, to convey their brand promise more concisely and impactfully, and to understand exactly their audience so they can deliver......

We work with companies and their investors and help them navigate the paradigm shift, while conferring on their business an unfair advantage.  We help design, build, fund and scale business models that  maximize demand-side economies of scale. We work with tech start-ups as they scale, with incumbents as they launch new......

relevant regions

• Asia
• Eastern Europe
• Oceania
• Western Europe

High-quality development Speed Our team developed and integrated with over a thousand APIs. Employ our experience to create your own API or to connect to third-party data sources Expertise In over ten years of dealing with different API integrations, we have been exposed to an unquantifiable number of poorly designed APIs. Our unique expertise......

relevant regions

• Eastern Europe
• North America
• Western Europe

Create a high-quality APL based on different investment styles and goals, including retirement-specific APLs for yield, capital growth and risk control objectives....

relevant regions

• Oceania

Portfolio accounting Liquid and non-traditional asset focused, tax lots, generate accrued income. Expense management General ledger accounts payable, check writing, cash management, balance sheets, liabilities. Tax preparation Tax lot, cost basis backfill and matching. Performance reporting Daily time-weighted and dollar-weighted performance at any roll-up level. Portfolio planning & research Links to research, financial planning, rating systems, risk analysis, attribution......

relevant regions

• North America

Our network of strategic partner firms encompass expertise in growth planning, enterprise M&A advisory, financial advisor M&A advisory, technology strategy & execution, strategic finance, benefits consulting, compliance & supervision as well as brand strategy, marketing and public relations. No other consulting and strategic advisory collective can match our network’s unique ability......

relevant regions

• North America

Enjoy unrivalled cost, speed and ease of access to your target market through a single point of contact – with our sample solutions. Reaching over 100m consumers and business decision-makers in over 95 countries, you are connected to a truly global audience....

relevant regions

• Asia
• North America
• Western Europe

Whoever coined the term “bankers’ hours” would hardly recognize the industry today. Facing intense competition from established and new players, relentless technological change and ever-evolving regulatory requirements, banks now operate in a fast-paced, always-on environment. We work alongside commercial, private and retail banking clients to develop and implement strategies that......

Financial institutions are facing unprecedented market challenges. Revenue and profit sources are shifting. Cost pressures are rising. Business models are transforming. Customer behaviors are evolving. At the same time, regulators are putting the industry under ever-increasing scrutiny. Some institutions are maintaining or improving profitability, while others are failing to adapt.......

relevant regions

• Africa
• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Improving decisions requires understanding how we currently decide. Our expertise in quantitative analytics, survey and experimental design, and decision modelling can provide essential insight where your decisions are failing you....

We reconfigure your processes element by element to improve decision quality, conduct, and outcomes in the light of how people actually make decisions. Better culture, by design....

Our benchmarking studies focus on comparable cost, performance and capability metrics across a range of functions to give clients invaluable insight into their relative cost and performance profile. Our tools help clients collate, normalise and analyse data to make impartial, data-driven observations and recommendations. Our research covers investment operations, transfer agency,......

relevant regions

• Asia
• Eastern Europe
• North America
• Western Europe

Services include: External validation of new service Assistance with RFI processes Proposition assessment service Strategic consulting Vendor selection (including client management systems, B2C services, platforms and provider partners) ...

Our consulting projects are based on credible research. This may be commissioned on a bespoke basis or drawn from existing data that we hold to support the many investment distribution reports that we publish. Research is typically conducted on the following groups: Platforms (advised, direct and institutional) Investment technology providers Discretionary fund managers and......

relevant regions

• Western Europe

Financial services organisations create advantage through one thing: tailored, efficient, unique digital experiences for their employees and customers. But this requires software solutions that can deliver complex, time-sensitive processes, and data capture and analysis – while maintaining compliance with stringent industry regulations. We can help. From helping wealth and asset managers......

relevant regions

• North America
• Western Europe

If you are looking for something special – a website that is unique, created just for your business, by a professional, friendly team who will listen to your every need, WEBPRO have the experience, the knowledge and the skills to make it happen. Do you feel that it’s time for a......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

It conveys credibility, fosters trust, and distinguishes your firm in an increasingly competitive market. At GrowthProvision, we create brands that resonate, establish authority, and position your business for long-term growth in the modern financial landscape. Tailored strategies for exceptional results At GrowthProvision, every project is guided by innovation, precision, and creativity, ensuring your......

relevant regions

• Western Europe

Broker-Dealers When you’ve got offices across the region, the country or the world, pinpointing a unified strategy for growth can come with challenges. At Mink Hollow Advisors, we streamline this process by assisting with the biggest picture recommendations to the most detailed implementation. Whether it’s time to migrate from a service to......

relevant regions

• North America

Frontend Backend UX/UI Design Solution Architecture ...

relevant regions

• Africa
• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

Business Analysis - Taking a 360-degree view of your business At Tyler Wood Consulting, we understand the importance of fully analysing your needs to ensure your business is working for you and your clients. Our many years of experience will ensure that your requirements are understood and the necessary workflows are put in......

relevant regions

• Western Europe

Change acceleration Banks must meet multiple competing demands, including regulation, innovation and cost reduction. This requires many change initiatives, which makes effective project management fundamental to success. Change acceleration is Capco's proven and highly differentiated solution. We transform change portfolios, execute project delivery and reduce execution risk, enabling cost savings through......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

Under the umbrella of Metasite Data Insights we have our team of BI professionals with extensive experience in delivering robust, highly-usable and cost-effective BI solutions to corporate clients in financial, telecom and aviation industries – across 8 countries and counting. Metasite Data Insights team works with two groups of clients: Established companies......

relevant regions

• Eastern Europe
• Western Europe

Our ability to transfer our deep knowledge across a substantial range of products and technologies, end investor segments and the end-to-end value chain rapidly and at scale enables a business to reposition itself and capitalise upon new opportunities. Business case Corporate activity Feasibility studies Mergers & acquisitions New products & markets Strategic review ...

relevant regions

• Western Europe

Our position at the nexus of Australia’s financial advice and investment industry enables us to provide practical insights that add real value to your investment and advice solutions....

relevant regions

• Oceania

Digital and API banking In a data-driven world,banks must offer innovation that matches customers' appetite for relevant banking experiences. They need to do this in collaboration with nimble specialist players and in the context of complex legacy systems.  Capco believes that the API economy is the best way to deliver superior digital......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths. We help our clients uncover opportunities to grow their businesses by matching......

relevant regions

• Asia
• North America
• Western Europe

With over 150 delivery­ focused consultants, our collaborative approach helps to ensure the success of programmes of any size and scale.  ...

relevant regions

• Western Europe

We develop internal consultants to be change agents, tailoring our services to a client’s requirements using their preferred methodology, including both waterfall and scaled agile. Agile enterprise delivery skills development Change management and execution skills development Consulting skills development ...

relevant regions

• Western Europe

We employ rigorous methodology such as reported behaviour questions, observed behaviour scenarios, conjoint analysis, max-diff analysis, ethnography, and customer case research. Our interviews follow a behavioural discussion guide allows us to deliver a higher level of customer intelligence to our clients. Our expert team then analyse behavioural patterns and interpret......

relevant regions

• Western Europe

Councils can be own-branded or firms can access The Wise Society, our proprietary council of individual investors which is fast becoming the definitive source for topical and extensive insight on investment and wider customer attitudes and buying behaviours....

How we work with clients: Amidst the proliferation of digital technologies, data, content and devices, delivering a coordinated, multichannel, cross-product experience that engages new customers and retains loyalty globally is hard. We can help you understand what really matters to your clients: delivering the basics as effectively and efficiently as possible. Then......

relevant regions

• Asia
• Eastern Europe
• North America
• Western Europe

Issue Client demands are changing driven by experiences outside of wealth management. Multi-channel 24/7 access to information,  the ability to transact autonomously, and to take more control over their investment decisions, are all driving clients to demand elegant  digital solutions.  Accenture research shows that 41% of advisors say that clients are requesting......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

We design both tactical and scalable, best practice client service models, whether digital or face-to-face. Client service models – best practice design Client suitability review Pricing and client profitability ...

relevant regions

• Western Europe

Our coaches work one-on-one with a client’s leading technical and expert talent to improve their impact, delivering measurable performance improvement to the organisation. Centres of excellence creation High performance behaviour model development Women in finance development programmes ...

relevant regions

• Western Europe

To our way of thinking, onboarding is much more than an operational event. It sets the tone for your client relationships. Cognizant Client Onboarding takes a holistic view towards client engagement and data collection, as well as information delivery, notification and activation. Cognizant Client Onboarding for wealth management includes: Use of our......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Modernizing core operating platforms is a critical first step in digital transformation. Your organization gains improved decision support for the front office as well as functions such as credit, compliance and risk. Improve straight through processing (STP) rates and operational efficiencies. Most important, the streamlined, enriched data supply chain becomes......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

How to design your Comms Focus on understanding how your narrative is conveyed to the target market with the ultimate aim of generating leads. This involves a comprehensive exploration of various elements, including the development of your website (which we specialize in building), evaluation of your public relations and media strategies,......

relevant regions

• North America
• Western Europe

Create impact with:  1. Brand A strong brand infrastructure and messaging framework will become the blueprint of your communications success. Start a new phase of growth by creating a recognizable brand. Services include message development, narrative and positioning, brand guidelines, design, collateral, brand activations, and branded events. 2. Marketing Say something worth listening to and......

relevant regions

• North America

We specialise in applying the latest behavioural-science insights to research and analysis for proposition design, fund construction, and risk-model validation. We leverage world-class academic credentials and decades of industry experience to improve commercial outcomes by guiding people to the best possible decisions. Our unique blend of expertise, and application of the latest......

relevant regions

• Western Europe

You are running a great firm. You’ve made the right decisions to get it to where it is today. And you are ready to take it to the next level. You know what needs to be done and realize some extra help from a strategic consultant would be a good idea. We......

relevant regions

• North America

A wide range of services including business analysis, software design, development and project management Visigon consultants have a unique combination of technical expertise and knowledge in the financial markets, and solid experience in working with the large banks and financial institutions in the Nordic market....

relevant regions

• Western Europe

We help brands use technology to transform customer experiences across every touchpoint Our consulting services are designed to help you take command of your customer experiences through technology as the key driver of change. We help brands identify opportunities for product and service innovation, develop monetization and growth strategies, and fuel......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

At GrowthProvision, we help firms develop content strategies that position them as credible voices in their field using blogs, webinars, thought leadership and more. Whether you’re aiming to generate leads, nurture existing clients or establish authority, we create content that delivers measurable value. Inform, educate and empower with strategic content Our content......

relevant regions

• Western Europe

Brochure copy & design If you’re introducing a new product or service or revitalising an established brand, CoreData boasts a team of copywriters and designers who have worked with some of the world’s most recognisable names. We can create attractive marketing material specifically targeted to reach key audiences....

Client relationship management Client data is arguably the most precious asset of any firm. Unfortunately it is often stored in many disparate systems leading to duplication, inaccuracy and incompleteness. This, together with a lack of firm governance and policies, can mean that client data is not up to the required standards......

To telecommunications, financial services and retail industry clients across Europe, Metasite offers full-cycle software applications and platforms development services – from business case development, requirements analysis and product development to ongoing technical support and maintenance. Over the last 18 years we have accumulated considerable industry-specific experience and have built up a......

relevant regions

• Eastern Europe
• Western Europe

ParameterInsights is currently advising several leading financial firms to grow faster. We work directly alongside your business teams to design and execute growth systems to help you increase conversion rates, grow customer lifetime value, and reduce acquisition costs. ...

relevant regions

• North America

This means that whether you’re seeking articles for a website, social media platform, blog or newsletter, you can rely on us to get the job done....

A laser focus on customer experience (CX) is the best path to business success. It requires adapting to a customer-led market and creating an engine to sense and respond to the nonstop changes in customer sensibilities, behaviors, and expectations. This is not altruism but an economic engine of growth. Forrester has the......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Customers are disruptive. Restless, digitally savvy, intolerant, and free-spirited, they are driving profound change in what businesses are and how businesses work. There is no single archetype; this is now about anticipating customers at the human and emotional level. Winning requires customer insights and conviction that eclipse your previous understanding. Attitudes and......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Data & AI: Augmented advisor, simplified KYC Omnichannel Experience: We design hybrid relationship models, integrating 100% digital services for customer autonomy while training your bankers on new products and interactions. Tools & Synergies: We equip the Front Office for an immediate understanding of customer needs and promote cooperation between the prospecting, customer......

relevant regions

• Western Europe

We guide our clients in creating sales strategy, setting up an effective distribution organization, and designing market offerings tailored to specific customer groups. Our global team of local and international experts not only provides insights into markets, but also helps define appropriate market entry strategies, and execute international expansion plans....

Approach and architecture are at the core of everything we do at JBI. As a fourth generation financial technology company, we have built our technology stack from the ground up to be best-in-class....

relevant regions

• North America
• Western Europe

Concepts and services for the digitalization of your company Digitalization is the key to creating competitive advantages. Since you always want to be one step ahead of your competitors, you should be able to utilize and apply all the knowledge contained in your data, always make decisions based on real-time facts......

relevant regions

• Western Europe

CX solution architecture and design Digital transformation Value proposition design Data analysis and profiling Process flow automation Current and future state process mapping ...

relevant regions

• Oceania

It is widely known that data is probably the most valuable asset of a firm, perhaps even more important than the people who work for the firm. Good data management and governance is essential, especially in times of continually increasing regulation as it is essential to be able to provide......

Utilising the latest in behavioural science and choice modelling, we can help you understand what motivates people, where their biases lie and most importantly – cut through what really influences them to buy....

Processes to enhance decision-making are most effective when digitised. We design decision support tools that aren’t just ‘robo’, but centaur: harnessing the combined power of humans and non-human systems....

Working with Delio enables firms to harness our collective expertise in building private markets solutions. Take advantage of our existing technology infrastructure and build further as we help you launch and go to market efficiently and effectively. Why co-create with Delio? We designed our Delio Plus offering to further develop how we......

relevant regions

• North America
• Western Europe

How Delta Capita can help At Delta Capita we help you to design and implement strategies, define and operationalise target operating models and become more responsive and lean in your operations. Our asset/wealth management practitioners have proven track records and expertise in a range of areas, including but not limited to: Rationalising......

By applying design thinking and harmonizing design with engineering, we humanize challenges and simplify complexities, allowing your business to grow more valuable relationships between you and your users. Our services Service design: user-centric approaches for delivering the right product or service, at the right time, to the right user Customer experience: award-winning, anticipatory experiences that......

Design sprint is a 5-day workshop that will let you compress weeks of endless debate into one. Create and evaluate your product together with end-users before the development even starts. All this in just 5 days! No matter what stage of development you are in – Design Sprint will let you quickly develop new paths for your product......

relevant regions

• Eastern Europe
• Western Europe

Elevate your brand's presentation Slide decks are stale, hard to update and no one enjoys reading them. We invigorate you Explain concepts in a better way Technical information doesn't need to be boring. Say goodbye to long emails and wordy documents. Drive higher engagement with your sales and marketing content You write great content but......

relevant regions

• Africa
• Asia
• Caribbean
• Middle East
• North America
• Western Europe

At Metasite, we have over 15 years of experience in helping clients conceptualize, design, build and launch new innovative digital, off-line and mixed products and services targeting consumers and business customers. Leveraging our in-depth market knowledge, expertise in client needs and behavior diagnostics, business and financial modelling capabilities and solid user......

relevant regions

• Eastern Europe
• Western Europe

Custom development and staff augmentation To improve business processes and workflows, we help clients to create custom built front-end web applications that link the requirements of business with those of stakeholders. We offer the ultimate in business process automation and custom-built workflows for private equity deal processing and many other applications......

relevant regions

• Asia
• North America
• Western Europe

IAWMC has extensive knowledge of the digital and online market and has hosted thought leadership events to debate the topic. We also offer advice and mentoring to Fintech start-up companies in order to assist them to focus on the right target market within financial services. As digital transformation projects tend to......

We understand what companies need to conduct digital business. We streamline and reengineer applications and core processes to create highly-functional business units. By building a proactive plug and play architecture, we give companies the capacity to adapt quickly and change direction. Our portfolio Development Build and maintain application for speed. Modernization Update the building blocks......

relevant regions

• North America
• Western Europe

CX engine multi-channel SaaS Chandler Verify - Know Your Customer SaaS Nurture onboarding SaaS Supermatch API and SaaS Interactive digital statements API development and data automation ...

relevant regions

• Oceania

Technology consulting Lead with innovation and gain a detailed understanding of how your technology can best be utilised to realise your strategic objectives with guidance and insight from our domain experts. Health Checks Establish the current state of your technical environment, systems, processes and cloud landscapes and receive invaluable recommendations with our various......

relevant regions

• Africa
• Middle East
• Western Europe

A disruptive digital strategy that brings insights from industry experts, market trends and customer research will differentiate you from competitors. Our team of subject matter experts across design, tech and digital marketing can deliver game-changing results for you. Our digital expertise Our digital experts will work with you to design, build and......

relevant regions

• Africa
• North America
• Western Europe

There’s always an opportunity for human interaction, even in a digital world. We use insight, data and intuition to define experience-led solutions to solve the toughest strategy, design and technology challenges. With a focus that’s shifted from products and services to users, we deliver experiences that put human needs front......

relevant regions

• North America
• Western Europe

For over 30 years, we’ve partnered with ambitious leaders, helping them grow through competitive strategies and user-centric design, grounded in engineering excellence. Customer experience We help organizations deliver unique and transformative customer experiences, aligning business strategy, technology, and human-centered design. Program design Large-scale programs require a set of rigorous set of checks and balances......

relevant regions

• North America

Online marketing is a vast area that requires a wide range of expertise. It’s about communicating your message in any medium which uses the internet, with a view to reaching people who will ultimately want to buy from or use your services. It encompasses various methods and approaches, all of......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

We combine strategic vision with agile execution to deliver real impact for your organisation. By understanding your market and user needs, we identify opportunities for innovation. Our collaborative approach ensures we remain flexible and responsive, leveraging insight, data and technology to create groundbreaking products that are successful, scalable and sustainable....

relevant regions

• Western Europe

We are practitioners focused at the intersection of digital and financial services, with a leadership team that works directly with your team. Parameter Insights is currently helping some of the largest financial services firms to innovate their digital capabilities. Let's start a dialogue and share with you what we're learning....

relevant regions

• North America

Digital transformation is not just about technology; it is about reimagining your company. It is the necessary but challenging journey of operating digital-first with the speed and nimbleness to change or introduce new products and experiences rapidly, exploit technology to create lean operations, and free people to do more complex tasks that create value. Digital maturity Not all......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Embark on the digital journey We invite you to embrace the digital world, draw from its opportunities and introduce innovation to your company. Our experienced specialists and analysts will help you prepare the strategy of transformation and then design and implement new— or modify existing — solutions to meet changing business requirements. 22 years -......

relevant regions

• Eastern Europe
• Western Europe

This approach leads us to build technologies that have tangible business value, as opposed to building for the sake of it. Before investing in a line of code, we take a comprehensive look at your organisation’s digital capabilities, opportunities and challenges. Going beyond pure consultancy, we can also build, test and deploy......

relevant regions

• Western Europe

User Research Market Research Product Strategy Tech Exploration ...

relevant regions

• Africa
• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

Revolutionary workshop Our discovery workshop is a process that will not only help crystallise your vision but also ensure its perfect adjustment to your business objectives and customers’ needs. It has proven to be extremely helpful in terms of finding the right solutions, planning new features as well as setting objectives. +50 - Business Analysts and User Experience Designers to work on your......

relevant regions

• Eastern Europe
• Western Europe

We also advise on the selection of business partners or technologies that can facilitate these activities in the field. Fund and product design, development and launch Fund rationalisation and restructuring Market knowledge – UK, Europe, off-shore, global Marketing and distribution strategy Pension and annuity reform Private client proposition alignment post-merger Tax transparent fund: design and launch ...

relevant regions

• Western Europe

We are in the early stages of a technology revolution that will reframe the relationship between human and machine and between the customer and you. But AI, blockchain, RPA, robotics, IoT, AR/VR, and quantum computing are not simply about technology; they are about the timing and nature of strategic choices you make. When do you start experimenting in......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Data in motion, conversations in action We don’t just capture data, we activate it. By connecting insights at every touchpoint, we turn moments into meaningful, connected conversions. Modern CRM allows us to unlock new levels of customer loyalty and value for your business. 300M+ active loyalty members from Merkle-delivered programs Top 3% of......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

From helping to build your digital workplace to infusing your software platform projects with the best engineering productivity tools and practices, our agile delivery teams orchestrate next-generation solutions that keep your business steps ahead of your competitors. Our services Engineering excellence: platforms and methods for attracting, training and deploying engineering teams who deliver......

Investors want to see traction and know that their money will be spent wisely. Working technology and a clear product validation path are critical. Prototype vs POC vs MVP is an important early-stage decision. A well-presented articulation of the business model is also key. Few early stage firms have all......

relevant regions

• Eastern Europe
• North America
• Western Europe

How we work with clients: We have unrivalled experience and market insight to help our clients define and deliver their ESG & Responsible Investment strategy and operating model. We work across the value chain to support organisations to define and embed their chosen approach to ESG & Responsible Investment. Our support includes: ESG......

relevant regions

• Asia
• Eastern Europe
• North America
• Western Europe

Our advice is independent, refreshingly free from conflict of interest and founded in our extensive experience, allowing our clients to make informed decisions that benefit your business. Saving you time and money We are constantly working with a wide range of providers on different types of projects. So we’re well placed to......

relevant regions

• Asia
• Eastern Europe
• North America
• Western Europe

Brands need actionable identity data, differentiated digital service design, and nimble content and marketing ecosystems to keep pace with the marketplace. Great news – we’ve got you covered. Our 800+ design professionals design products and services used by millions worldwide, and we spend every day dreaming of what’s next to......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

The problem we’re solving: Start-ups and Early Stage companies often require pin-point ‘one-off’ external expertise Where this expertise can’t be filled by board ‘advisors’, there is a knowledge gap Typically, when firms require additional external expertise in key areas they use consultants Where the insight/expertise required is very specific, larger firms can use ‘expert......

relevant regions

• Asia
• Eastern Europe
• North America
• Oceania
• Western Europe

And because of our broad experience, we can benchmark a client’s leaders against industry standards. Assessment and benchmarking Self-assessment and coaching Specialist standard definition and implementation for distinguished engineers Technical and expert career path development and coaching ...

relevant regions

• Western Europe

Through effective partnerships with our clients, we use our market intelligence and experience to design the most appropriate strategy to meet our clients’ objectives. Typically this would involve blended manager strategies....

Expertise The complex interrelations and dependencies within the financial industry demand functional and methodological expertise and experience. Finalix has experts in various business areas as well as experienced project team members. Finalix is a consulting boutique with a focus on the financial industry. Among our clients are universal banks, private banks, insurance......

Full service graphic design solutions Colours and visual cues are vital for generating sales. Colour, for instance, increases brand recognition by 80%; and brand recognition, in turn, enhances consumer confidence. Whatever your graphic or print requirements – corporate stationery, magazines, exhibition materials, signage, brochures, or more – CreativeAdviser has over 25 years......

Compelling branding & logo design for IFAs & financial firms A strong brand is key to building client trust, loyalty and advocacy. CreativeAdviser specialise in developing strategic, consistent financial logos & brands which streamlines your verbal and visual communications, and adds brand equity to your firm. Our design team combine time-honoured artistic......

Whether you need assistance with a marketing campaign, or an agency to act as your marketing department, CreativeAdviser offers powerful, cost-effective solutions that draw more prospects and maximise on your return of investment. Our marketing advisers specialise in marketing for financial planners, advisers, wealth managers and other niche firms in the......

Potent marketing solutions for financial firms Every financial firm needs new clients if their business is to thrive. This requires a steady stream of new, qualified clients. That’s why MarketingAdviser exists, we help financial firms improve their website and online marketing in order to generate more website traffic, new leads and......

Newsletters made specially for financial advisers Are you looking to engage your client base with compelling, unique content? At CreativeAdviser, our team specialises in creating amazing articles and newsletters which provide stimulating reading for your clients, increasing your brand authority and advocacy. Regular newsletters make people feel like they’re part of your......

YouTube is now the world’s second biggest search engine, and over 80% of internet traffic is set to be video by 2021. Set your financial firm on strong communication footing for the future, engaging and attracting clients through the power of motion picture. At CreativeAdviser, we offer a range of video solutions......

We have taken the skills, experience, knowledge-base and networks developed through our consulting business to create a proposition to support our growing FinTech client base. We can help you to: Market Identify clients, competitors and addressable markets Use our network to get the ‘inside track’. Our specialist Wealth Management research partners support our......

relevant regions

• Western Europe

250+ alumni US$370 million+ in funding 60+ collaborations facilitated Welcome global founders Startups and big business – banks, insurance companies and investors – have a lot to learn from each other. Our global ecosystem makes that happen. You bring agility and new thinking. They bring industry expertise and influence. Together, you innovate. Benefits Dedicated coaching & support -......

relevant regions

• Asia
• Western Europe

Wealth management firms lack dedicated marketing leadership, a critical component for growth and market presence. Invstly fills this crucial gap by acting as a strategic extension of your C-suite. Our approach is designed to advance your brand and marketing strategies forward, ensuring your RIA is equipped to thrive in today’s......

relevant regions

• North America

For many companies, hiring a full-time CMO just isn’t a realistic option Maybe filling that role doesn’t fit within your budget, or you simply don’t have the marketing workload to justify a full-time position. But you still need expert marketing guidance. We’re here to help. Intention.ly’s Fractional CMO services Whatever your biggest strategic challenges......

relevant regions

• North America

Originally built for $1B+ AUM teams, Fusion Black Ops provides advisors of all size comfort and confidence by providing a seamless process of getting a team from point A to RIA. Fusion Black Ops is a turn-key program for fee-only or hybrid teams that delivers an all-inclusive suite of services including:......

relevant regions

• North America

Leveraging Merkle’s assets and large knowledge models, GenCX helps brands connect closer with customers to better understand interactions, behaviors, and sentiment. Brands that use GenCX can ask for guidance to design and activate customer experiences fast and reliably, drawing insights from their own data. This isn’t just another chatbot, but a way......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Yet most advisors are barely growing organically and possibly getting worse at it. Plummeting from 9% just a few years ago, the average RIA’s growth rate is just 3%, after market performance and acquisitions are removed.* Something is wrong. That's why we created the DeVoe GrowthBuilder™ DeVoe & Company has developed the......

relevant regions

• North America

In a market with more multi-banked individuals and where loyalty is weakening, we help firms to shape a rigorous approach to generating growth from existing relationships. Our teams define, pilot and implement client insight programs which deliver an immediate ROI to the institution from new opportunities and increase in clients’......

relevant regions

• Western Europe

Implementing more than just technology Implementations are big, game-changing projects, but they can go off track without the right team. Poor planning, misaligned goals, missed deadlines – it’s common. That’s where Liqueo comes in. With an average of 15+ years of experience in asset and wealth management, our experts ensure your project......

relevant regions

• North America
• Western Europe

The members of our world-class thought leadership team have worked with top publications, such as The Economist, Harvard Business Review, Financial Times, the Wall Street Journal, and Institutional Investor, as well as with economic consulting firms such as The Economist Intelligence Unit, Oxford Economics, Econsult Solutions, and Roubini Global Economics.......

relevant regions

• Asia
• North America
• Western Europe

We help Fintech companies build great software products It's impossible to create a great FinTech product without understanding the core problem that this product is going to solve. It’s true on strategic and execution levels. It’s slightly harder for INSART to help with that on the strategic level, as it’s a......

relevant regions

• North America

We create intellectually robust and beautifully crafted designs which support improved decisions and positive actions. We’re wizards at turning ideas into action through customer-facing websites, apps, and expert platforms. We create intellectually robust and beautifully crafted designs which support improved decisions and positive actions. We’re wizards at turning ideas into action......

relevant regions

• Western Europe

Whether demonstrating the value of your products and services, seeking project approval, making a business case, or showing the benefits that your business brings to the local economy, backing up your thought leadership with robust economic analysis and modeling can ensure success. Blending quantitative analysis with expert insight   ThoughtLab brings together extraordinary analytical capabilities with......

relevant regions

• Asia
• North America
• Western Europe

Use Invessed to build secure portals and lead-generation websites. Experiences are designed to specification, for browser or mobile app platforms. Wide range of out-of-the-box features, including portfolio reporting, fund tools, document libraries, message centre and investment commentary. Safeguard client data with two-factor authentication, web application firewall and the security provisions afforded by......

relevant regions

• Western Europe

We also advise our clients on the optimisation of ancillary investment activities, including foreign exchange and securities lending. Application strategy selection Asset manager / hedge fund launches Gap analysis and opportunities assessment Investment process alignment Mandate compliance Multi boutique model Performance and risk Research and strategy determination Securitised debt vehicles Stock lending review ...

relevant regions

• Western Europe

Moody's Analytics investment product design solution delivers a product risk and suitability framework that allows product providers, distributors, and advisers to develop investment propositions aligned with stringent regulations and configured to business needs. There is increasing pressure from regulators to ensure that retail investment solutions are suitable for customers' risk profiles......

Our team have deep expertise extending across the investments value chain. This experience coupled with our frameworks and accelerators helps our clients navigate the increasingly complex business & technical landscape. We will partner with you to: Define your strategy and future operating model Evaluate and select your strategic partners and technology solutions Deliver......

relevant regions

• Asia
• Eastern Europe
• North America
• Western Europe

Consulting and project management Having grown to maturity within the Avaloq environment, Asubium does not just focus exclusively on the Avaloq implementation business. We will gladly take on the management of projects or subprojects, advise on complex banking tasks, and support you in your important strategic decisions. Our staff's wide-ranging knowledge of......

relevant regions

• Western Europe

Revolutionary IT Strategy Workshop A highly intensive workshop aimed at creating your IT strategy thorough analysis of your company’s business needs, industry trends, identifying key pain points and opportunities. The workshop is based on small group discussions, brainstorming and interactive exercises. Its outcomes are recommendations of possible solutions, perfectly tailored to your company, along with high-level strategy on......

relevant regions

• Eastern Europe
• Western Europe

Marketing & Sales automation Design, Data, AI & Software Products JBI Studios applies proven software products and JBI methods in combination with our AI Suite to bring firms unprecedented scale in Marketing, Comms & Sales. The result? Exponential growth with unmatched efficiency....

relevant regions

• North America
• Western Europe

High-value projects and long-term contracts bring with them both opportunity and inherent risk. Key account relationships can become strained, service delivery can go off track and results can vary.  This is especially true of high value B2B relationships where there are often misaligned multiple stakeholders involved.  Suddenly, it doesn’t seem to......

relevant regions

• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Western Europe

More than any other consulting firm in our field, we have defined the role of programme sponsor, with an approach that enables our client teams to form quickly and transform into high performing senior management teams. 100-day coaching Change leadership and sponsorship skills Executive and senior management team development Leadership assessment and benchmarking ...

relevant regions

• Western Europe

The wealth industry is undergoing significant changes, which brings into focus key capabilities that will be needed to support Wealth clients as they pivot to address the changing customer needs and shifting market conditions. The typical wealth management client journey has remained largely unchanged, however there are significant drivers that have......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

How we work with clients: Ideation through to implementation, encompassing strategic support, due diligence, value creation and implementation for both buyers and vendors. Our capabilities span: Pre-deal services - market scanning, due diligence & integration planning, synergy case development Post-deal services – post-merger integration, pre-completion taking control, realisation of operating cost synergies ...

relevant regions

• Asia
• Eastern Europe
• North America
• Western Europe

Digital experience delivery UX design and journey mapping Scanning and digitisation Print and mail production Omni-channel delivery and integration Platform development and integration ...

relevant regions

• Oceania

The scope of a project, the multiplicity of stakeholders or even its strategic nature require the definition of a specific project organization. How do you give yourself the best chance of delivering a project on time and on budget? Noveo Conseil assists program departments in terms of steering and coordination. The approach is intended to......

relevant regions

• Western Europe

How to design your Marketing Within the realm of marketing, the focal point is an audit aimed at understanding your identity, offerings, target audience and operational methods. This comprehensive examination is seeking to provide a holistic perspective of where you are today on your organizational positioning. Our study offers designed solutions......

relevant regions

• North America
• Western Europe

Our work ranges from strategic marketing topics such as product design and product positioning, to operative and tactical marketing measures such as improving marketing efficiency and effectiveness. We help clients develop product portfolios that incorporate behavioural economics and new digital possibilities; we segment their customers in a practical and meaningful......

Part of your marketing team Think of me as an extension of your business. I’ll get to know your brand and goals so I can offer the kind of hands-on, reliable support—without the overhead. Pick-n-mix services Only need a few things? No problem. From websites to email campaigns, you can pick and choose......

relevant regions

• Central America
• Eastern Europe
• North America
• Western Europe

Whether you’re scaling your firm, launching a new service, or entering a new market, we deliver tailored strategy and advisory to align your marketing with growth goals and create a stronger competitive position. How we approach strategic marketing We blend brand, communications and commercial strategy to define where you’re going and how......

relevant regions

• Western Europe

Using multivariate analysis techniques such as cluster analysis we are able to develop advanced market segmentation systems that reveal tribes whose members demonstrate strong similarities to each other, yet are markedly different from other tribes. The differences in behaviour and perspective among these tribes needs to be understood intimately – which......

Already created over 40 apps Average rating in mobile stores: 4.75 Eight years of mobile app development ...

relevant regions

• Eastern Europe
• North America
• Western Europe

From supporting start-ups with the software they need to scale to creating bespoke platforms for enterprises to boost their competitive advantage – we’ve done it all. Our robust development process starts with a comprehensive understanding of a business: its staff, industry, and customers. This insight is used to identify opportunities for......

relevant regions

• Central America
• Middle East
• Western Europe

In-depth investment expertise Leave the investment selection to us and spend more time pursuing your business goals. Our investment team conducts a comprehensive quantitative and qualitative analysis of funds, using the extensive fund research and data that you’ve come to trust from Morningstar. Ongoing support for your plan The work doesn’t stop once......

relevant regions

• North America

Our indexes Intelligent indexing across asset classes, styles and strategies. Equity Offering comparable exposures to other indexes on the market while delivering exceptional value. Alternatives Providing exposure to alternative asset classes including hedge funds and real assets. Fixed Income Transparent, modern bond index solutions for defining the fixed income securities market. Multi Asset Indexes designed to truly reflect how asset allocators build and deploy......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

We help our clients leverage fintech ecosystems and technology to rapidly enter new markets while protecting the core services of their business....

relevant regions

• North America
• Western Europe

Asset Managers & Owners Active and passive long-only, hedge funds, family offices, pension funds. Wealth Managers Universal banks, private banks, independent advisors. Technology & Service Providers Fintechs, data providers, asset servicers....

relevant regions

• Western Europe

Huge opportunities exist for small or scaling companies to take advantage of new and highly skilled software engineering resource pools in low-cost locations. However, major barriers and logistical challenges exist for companies without dedicated technology management teams or those which lack experience or the necessary bandwidth to source and manage remote......

relevant regions

• Asia
• Eastern Europe
• Oceania
• Western Europe

Where to play Identify new markets, strategize for growth, prioritize investments What to build Foresee demand, craft a unique value proposition, test the market How to win Segment, message, and reach your target audience Where to play Omdia allows you to strategize for tomorrow and accurately identify, assess, and size growth opportunities, with a forecast for how......

relevant regions

• Africa
• Asia
• North America
• Oceania
• South America
• Western Europe

We help banks go beyond API implementation with a service design approach to deliver a responsive platform that can accurately access data for regulatory requirements and customer benefits....

relevant regions

• North America
• Western Europe

Our people provide first-class collaboration and the strategic design principles and guidelines, which enable us to construct the core pillars of a model – people roles and responsibilities, process design, technology deployment, data management and governance and the integration with third party service providers. Functional and technical models Governance and control framework Operating......

relevant regions

• Western Europe

An operating model with simplicity in its design and built for speed, scalability, and stability enables competitive time to market, facilitates an expansion of your offering and your operations. A good operating model is key. Current operating model assessment Target operating model design Complementation & Outsourcing  ...

relevant regions

• Western Europe

Definition and implementation of the Target Operational Model In a rapidly changing economic, regulatory and technological environment, finding a balance between customer needs, operational efficiency and risk management is imperative. How to optimally mobilize stakeholders to define an efficient operating model? Noveo Conseil supports you by integrating your business challenges and your constraints......

relevant regions

• Western Europe

Harnessing the right tools in this digital age establishes resilient, scalable, and efficient operations—laying the foundation for long-term business sustainability. Optimising your operational model is not just about cost-cutting; it is about unlocking new levels of agility, efficiency, and customer satisfaction. At Synpulse, we help you future-proof your organisation by redesigning......

relevant regions

• Asia
• North America
• Western Europe

Our operational excellence expertise Operational excellence is about achieving peak performance across the operational areas of your business. Our teams tailor solutions to your specific challenges and opportunities, from restructuring single teams to optimising operating models for entire organisations. We leverage insights from our teams and the market which are combined......

relevant regions

• Africa
• North America
• Western Europe

Let our team optimise your Investment and Fund Operations strategy, functions and supporting infrastructure to keep you one step ahead. How we work with clients: We work with firms of all sizes, locales, and asset classes across the industry to develop right-sized operating models to deliver their strategic goals, balance cost and......

relevant regions

• Asia
• Eastern Europe
• North America
• Western Europe

Data access Import to custodians Brokers and Investment Managers via direct feeds Screen scrapes OFX feeds Emails Faxes Paper Data reconcilliation Daily reconciliation to position or trade Blotter Process corporate actions Secondary statement validation Year-end review ...

relevant regions

• North America

Turn challenges into efficiency gains Whether it’s clunky processes, underperforming tech, or missed opportunities for automation, we’ll help you squeeze every drop of value out of your existing setup. At Liqueo, we dive deep into your operations to find out what’s slowing you down and where improvements can be made. With a wealth......

relevant regions

• North America
• Western Europe

We develop new career paths outside the traditional managerial route, identifying the behaviours and skills required for organisations to succeed in an increasingly complex, regulatory and technology driven environment. Behavioural standards definition Job enrichment Organisational climate analysis Technology career path design and implementation ...

relevant regions

• Western Europe

We specialize in curating the right team for the right project, producing high-quality, engaging content and experiences tailored to resonate with your target audience, clients, and your circles of influence. Invstly has a proven track record of partnering with firms managing over US$500 million in assets, driving growth and enhancing brand......

relevant regions

• North America
• Western Europe

Turbocharge your marketing efforts with Intention.ly’s Outsourced Marketing Services Call on Intention.ly as your outsourced marketing team to deliver these critical marketing services: Competitor assessment We analyze your marketing efforts against your top competitor’s offerings to determine competitive advantages, brand perception, gaps and challenges, and opportunities for the greatest impact going forward. Brand building From......

relevant regions

• North America

durhamlane has worked tirelessly to refine every aspect of the sales process, because we passionately believe there’s a better way to sell. Working across the sales cycle end-to-end, we offer a proven, honed and structured methodology which sets the standard for sales effectiveness. We call it ‘Selling at a Higher Level’,......

relevant regions

• North America
• Western Europe

Our unrivalled knowledge helps a client address the critical challenges and move to an optimal outsourced model. Benchmarking service and fees Contract and commercials negotiation Outsourced dealing and outsourced trading Oversight and resilience including ‘Dear CEO’ Partner selection Relationship review Service level standards Sourcing strategy & provider options Supplier management framework ...

relevant regions

• Western Europe

Phase 1 Revenue impact analysis What’s the impact of current channels on reach and revenue? Where are there opportunities to scale? Do they have the appropriate marketing operations, analytics and reporting structure in place to measure success and find opportunities for optimization? Team structure assessment Where are there gaps in roles, responsibilities, or skill......

relevant regions

• North America

We build robust and yet highly flexible / customizable reporting solutions that support local specificities, culturally, functionally and technically. We integrate reporting functionality directly into our customers' intranet, extranet and internet portals. Our projects cover both fully automated and ad-hoc reporting. We create solutions that use data from multiple and dynamic data sources......

Ascend Provide a seamless experience for your visitors with this elegant framework. Designed to lay the groundwork for well-formatted and scannable content. Silver Lining A modern and harmoniously balanced framework, with a layout that emphasizes function and effortless flow for the user. Reduced core elements create simplicity for an improved overall user experience. Linebreak Break......

relevant regions

• North America

Our domain experts have the knowledge other communications folks can only dream of. And here’s how we do it. Ever feel like agencies just don’t get it? You’ll never have to explain the techy stuff to us. Don’t be left doing all the thinking We are proactive with our ideas, not reactive. Molehills, not mountains Our experienced......

relevant regions

• Western Europe

Today we are widely considered to be the world’s leading pricing consultancy. While our hearts beat for TopLine Power® and growth, pricing is in our genes. Whatever your pricing problem, we know how to fix it. Our worldwide projects have given us deep experience in every industry, product, service and aspect......

Working with Mako FinTech Whether you have an existing system with multiple integrations or have been working manually, our team can design a custom solution to meet your unique needs. That means our customers only pay for the features they need. When your team decides to work with Mako, it takes only......

relevant regions

• North America

Successful product development requires a deep understanding of the firm’s strategy and operations, technical product expertise, excellent project management skills, a sound understanding of risk management, laser-focus on client outcomes and robust product governance to be in place. Product governance itself extends beyond developing policy, process and frameworks. How these are embedded into......

relevant regions

• Asia
• Eastern Europe
• North America
• Oceania
• Western Europe

The process of reducing the product suite has positive cost implications but risks alienating clients if not done sensitively. Our client centric methodology helps firms migrate their clients, deliver operational benefits and clarify market positioning for the firm. It also has positive application in new product development through guidelines which......

relevant regions

• Western Europe

To prevent you from investing time and money in a concept or product that doesn’t resonate with your target market, CoreData will test it for you. After evaluating what it is you are testing and determining the best environment to test it in – whether this be with stakeholder consultation, in......

We apply detailed analysis and our understanding of the end-client and regulatory landscape to help you: Refine, devise or implement new services and propositions. Review your current proposition and product suite and provide insight and recommendations on how it compares to the market Run a health check on the processes, systems and controls......

relevant regions

• Western Europe

We have proven experience to help you evolve the way you offer investment solutions to your clients. Through effective partnerships with our clients, we use our market intelligence and experience to design the most appropriate strategy to meet our clients’ objectives. There are many advantages of developing own–branded/white label funds managed by......

We support our clients in developing and adjusting product strategies for both traditional and alternative investments. This includes reviewing and optimizing product portfolios, developing innovative new products, and quickly bringing products to market....

Our consultants have many years’ experience managing projects from small projects to large projects and much larger strategic programmes of work that took several years to complete. We’ve managed initiatives to: Select systems for: front office; middle office; back office; CRM and client onboarding; client reporting and communications Implement systems Select outsourcing partners Implement middle......

Free up your team Program management requires rigor, due diligence, and attentiveness—do you have the resources for the job? Even the best program strategies can be waylaid by resource constraints. To see an ambitious program through, you need a dedicated program management office to ensure key deliverables are on-time and on-budget, with......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

We are experts in business transformation. Our resources have learned their consulting craft at some of the world’s best known consultancies. They have also worked ‘in-house’ as practitioners in top tier banks and wealth managers. We believe that this blend of consulting discipline and practitioner experience is a key determinant......

relevant regions

• Asia
• Eastern Europe
• North America
• Oceania
• Western Europe

Firms have a ‘long-tail’ of legacy products that are costly to maintain and not relevant to current client requirements. The challenge for firms is to develop the right balance of services and cost models that are suitable for their existing and future clients’ needs. Our solution Accenture’s Consulting product and service experts......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

We develop industry leading frameworks for all aspects of consumer finance, helping you understand and meet the unique financial and emotional needs of each client: behavioural profiling tools, suitability processes, goals-based investing solutions, information design, regulatory compliance, risk capacity modelling, etc....

We are a dedicated team who have been building high-quality tech products including QuietGrowth, the automated investment management service (robo advice). We have connections with talented experts across many technologies and business domains. We can conceptualize, design, build and market for you. Tech capabilities: websites, mobile apps, prototypes and software tools Design......

relevant regions

• Oceania

In IAWMC's opinion, the gathering and documenting of requirements is an essential first step in any project. Without requirements, scope cannot be controlled and even more worryingly what is delivered may not be what was required or expected. There have been several high profile projects that have failed due to......

Brand performance Brand development & tracking Communication effectiveness & optimisation Customer experience Market understanding & opportunity Polling & fast surveys Product & service development  Public policy Research Methods Retail strategy Thought leadership Understanding stakeholders & employees ...

relevant regions

• North America
• Western Europe

The lang cat has been changing the platform, pension and investment market for the better one company at a time since 2010. We know our stuff. We know your stuff. And we know your customers’ stuff. We balance unparalleled technical understanding, industry experience and know-how with the ability to produce engaging......

relevant regions

• Western Europe

iCapital is the leader in providing the independent wealth advisory industry with a diverse selection of quality private equity, credit, real estate and hedge funds. By providing access to these funds, complemented by institutional-quality investment and operational due diligence, iCapital helps advisors achieve their client’s investment goals of growth, income......

relevant regions

• North America
• Western Europe

Our research and insights expertise With a comprehensive toolkit, experienced specialists and a global reach, we go above and beyond for our clients. What sets us apart is how we integrate our tools—taking a holistic approach that blends insights, strategy and design in new and innovative ways. Our methodologically agnostic approach......

relevant regions

• Africa
• North America
• Western Europe

We can help you by offering important information on how to build a successful investment advisory practice such as the choices of service providers, selection of custodians, what may be the best type of entity for your new business, what regulatory issues you need to consider for a particular state,......

relevant regions

• North America

At Advisor Guidance, we know just how intimidating it can be to start a new company. We also know that most investment advisors would rather spend their time helping their clients, not getting bogged down in a sea of rules and regulations. Let us help you with your RIA registration requirements As......

relevant regions

• North America

Our RIA Revival system is designed to guide financial advisors through a comprehensive process that transforms their firms, ensuring they’re ready to scale effectively. It begins with an Introductory Call to assess your needs, followed by a discovery call to dive deeper into your current processes and goals. This sets......

relevant regions

• North America

How to design your Sales Sales focuses on the conversion process from leads to deals. This entails a comprehensive examination of how you manage the client lifecycle, nurture client relationships and approach your sales model. The objective is to refine your sales pipeline and improve overall efficacy. Our study is geared......

relevant regions

• North America
• Western Europe

Closing the sale is the final step on the way to TopLine Power®. A company’s strategy, marketing and pricing will all fail if its sales team is not aligned. And this is exactly where the catch is. While most companies have their fair share of excellent salespeople, many of them......

At GrowthProvision, we develop SEO strategies tailored to your sector. Whether you’re looking to attract high-value clients or improve discoverability in a competitive market, we help your brand get found by the right people at the right time. Strategic SEO designed for long-term growth SEO isn’t a one-off task, it’s a long-term......

relevant regions

• Western Europe

In reality, those conditions are rarely met. Blockchain is excellently suited for handling cross-company business processes and develops its potential far beyond crypto currencies. It enables trusted, transparent and seamless transactions and a common view of data within an ecosystem. Blockchain-based ecosystems are a catalyst for digitization and have the potential......

relevant regions

• Asia
• Western Europe

At GrowthProvision, we create tailored strategies and compelling content to help financial services and investment firms build awareness, spark engagement and inspire action. Whether your goal is to connect with clients, position your firm as a thought leader or drive leads, we help you stand out in an increasingly crowded......

relevant regions

• Western Europe

...

Software Development Since 2000 we have completed more than 600 projects. It’s a lot but our focus is on quality, not quantity. Work with us and turn your idea into a great software solution for your company’s needs. 40% - team members with over 5 years of experience 22 clients - with us for over 5 years $61......

relevant regions

• Eastern Europe
• Western Europe

Elevate your digital presence and operational capability with the expertise of our software engineering team. Our team can support you from initial scoping of ideas through to delivering and maintaining enterprise solutions. By using state-of-the-art but proven cloud-based technologies we can achieve your business goals with scalability, security and cost-efficient solutions.......

relevant regions

• Western Europe

Achieve a real edge over competitors The carefully thought out design and well-prepared technical architecture are the ones that set the product’s direction and guide a development team. We believe that, even though it is best to focus on these aspects at the beginning of the process, they add significant value to the......

relevant regions

• Eastern Europe
• Western Europe

Our solutions are custom-built to meet you and your partner's specific requirements, making it possible to truly stand out. Using a modular and flexible approach, the solutions seamlessly integrate with existing systems no matter how sophisticated the setup. Both your internal and external users will love working with the new......

relevant regions

• Asia
• Western Europe

This allows senior managers and board members to understand technology requirements and opportunities, enabling leaders to make key decisions and to prioritise areas for investment....

relevant regions

• Western Europe

Definition and implementation of the strategic vision In a highly competitive market, we are witnessing major changes: drop in revenues, regulatory pressure, changes in customer expectations, industrialization of production activities, etc. How to define a strategic vision in an environment in perpetual motion? We support you to set the course, unite your teams......

relevant regions

• Western Europe

Our team of consultants brings you a complete understanding of ESG and impact investing. We will help you to define and adapt your investment process to achieve both financial returns and positive impact. We use our proprietary Value Mapping tool to establish a sustainable investment policy. Our ESG Consensus® and Portfolio Check tools......

How Can We Help? At Cognivo, we have become the go-to experts for financial institutions, providing clear and concise guidance on how to leverage cutting-edge technologies to optimize operations, enhance client and investor experiences, and minimize risk. Through in-depth assessments of the institution’s technology landscape, market trends analysis, and regulatory insights, we......

relevant regions

• North America

Strategic Customer Relationships (SCR) uncovers customer expectations, measures your performance against those expectations, identifies where your biggest challenges and opportunities lie and pinpoints exactly where your customers want you to improve. Establishing what matters most to your customers and how you measure up Unlike generic satisfaction surveys, we start where most people......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

We work with financial services businesses to help them solve challenges. This ranges from needing a brand or website refresh to solving challenges with growth. We work closely with you to understand you business, target client and marketing history and from here we build a plan that suits your goals. We understand the......

relevant regions

• Africa
• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Change management: We ensure the rapid delivery of financial and technical gains (IT migrations) while avoiding silo effects. Tailor-made approach: We take advantage of the human scale of private banks to adapt our operational models to each circumstance, acting as a catalyst and conductor of your ambitions. Large program: We secure the......

relevant regions

• Western Europe

Our consultants and analysts have deep expertise across a number of industries, including telecommunications, insurance, banking, retail, online media, e-commerce, and cloud services. Working hand-in-hand with our clients, we assist in developing solutions to the most difficult digital transformation challenges, providing expert analysis, market insight, business case creation, project planning, and......

relevant regions

• Eastern Europe
• Western Europe

We live in an increasingly volatile, uncertain, complex and ambiguous (VUCA) world. Constant disruptions impose distinct challenges for even the most ambitious organisations to define a clear growth path. No one knows their strategy, not even top leaders. Research shows that only 51% of top management can list its organisation’s top three strategic priorities. This......

relevant regions

• North America
• Western Europe

We think big, plan smart and execute with precision. With strategies that are more than just paper plans but roadmaps to reality and ROI. How we make it happen Fractional Leadership  Bringing visionary leadership into your team without the full-time commitment. Our fractional leaders immerse themselves in your business. offering expert guidance to......

relevant regions

• Eastern Europe
• North America
• Western Europe

The headwinds facing the Wealth Management industry can seem overwhelming; market conditions have added cost pressures, creating a drag on profitability. Managers have the challenge of delivering growth at a lower marginal cost, in a constrained environment, with far greater volatility. Yesterday’s strategy is no longer fit for purpose. Managers......

relevant regions

• Asia
• Eastern Europe
• North America
• Western Europe

At BlueRush, we take a strategic approach to every project, to ensure we deliver the right solutions, flawlessly executed, to capture the response you want from your audiences. And we’re with you every step of the way, operating in partnership with your marketing and digital teams. Research - Mapping the landscape Strategy - Planning intelligent campaign design UX/UI......

relevant regions

• North America

Business & Organization Business Strategy Corporate Governance Investment Strategy Products, Services & Markets Value Proposition Product & Market Strategy Technology Technology Strategy Ecosystem Strategy ...

relevant regions

• Western Europe

Our strategy and transformation expertise We recognise strategy as the cornerstone of business success, stemming from our commitment to deeply understanding your challenges and aspirations in order to tailor strategic solutions. As a challenger brand, we explore evolving needs and emerging trends through our innovation ecosystem, using these insights to make......

relevant regions

• Africa
• North America
• Western Europe

Our approach Sustainable finance refers to the integration of environmental, social, and governance (ESG) criteria in investment decisions, aiming to support sustainable economic growth while minimising negative impacts on the environment and society. Key elements of Sustainable Finance include green bonds, social impact bonds and other financial instruments that incentivise sustainable......

relevant regions

• North America
• Western Europe

Synpulse8 is the technology powerhouse of Synpulse bridging the gap between strategic consulting and real-world implementation. Purpose-built to deliver speed, agility, and innovation, Synpulse8 unites engineers, developers, data scientists, and architects into cross-functional teams that work side-by-side with Synpulse consultants and client stakeholders. Whether building custom apps, integrating core systems, or......

relevant regions

• Asia
• North America
• Western Europe

Key features Data-first blueprinting – designs centred on a modern IIBOR and open architecture Capability and gap analysis – map current versus target states across the organisation Vendor selection and integration planning – independent guidance, RFI templates and migration road-maps Change-management support – training, adoption and continuous-improvement frameworks Benefits Point’s TOM Design advisory translates technology ambition......

relevant regions

• Western Europe

Challenge Increasing and persistent complexity of customer interactions and pressures of growth has led to the role of marketing in financial institutions to evolve beyond traditional responsibilities of brand management, advertising and market research. Reimagining critical marketing functions, customer engagement through new age digital marketing for banking and insurance and improving......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

We complement these services by offering operating model design, data management and governance strategy. And, by combining our expertise in technology with our skills in outsourcing, we can also advise on IT infrastructure outsourcing. Data strategy and governance IT strategy and design Roadmap and architecture migration strategies Solution selection ...

Available, secure, flexible cybersecurity architecture We design future-proof cybersecurity architectures to keep in step with your changing business. First, our certified consultants develop a thorough understanding of your business and IT systems to identify vulnerabilities resulting from misconfigured, under-used or obsolete technologies. By balancing the competing priorities of the business mission,......

relevant regions

• North America
• Western Europe

We have worked with performance measurement software vendors, software developers, and those seeking to develop internally. TSG provides independence, experience and expertise TSG has familiarity with most of the major performance and risk vendors. System implementation Following the software selection, TSG can help with the implementation. We will work with our client and the......

relevant regions

• North America

Empathetic by nature, we refuse to rest on our laurels or rely on preliminary information. We delve deeper. And explore every angle to ensure the correct problems are fixed – in the correct order. Driven by data and a fully-defined strategy, our team can provide valuable technical solutions that are built......

relevant regions

• Western Europe

Your technology and platform strategy should follow the business strategy. There is no need to re-invent the wheel. Focus on your differentiating capabilities and leverage our experience and deep understanding of the solutions market. Platform strategy Selection & Negotiation Implementation ...

relevant regions

• Western Europe

  For Asset & Wealth Managers: 1. On demand COO/CTO advice 2. Assessment of current Operating Model & strategic fit 3. Definition of a Platform Strategy 4. Architecting the Target Operating Model 5. Advise on contract negotiation 6. Project Health-check 7. On-demand domain expertise For Platform Providers: 1. On-demand Product Manager advice 2. Definition of a Product Strategy 3. Assessment of current offering & market fit 4. Advice on client experience improvements 5. Help the......

relevant regions

• Eastern Europe

The Sales Movement Way The only sales framework that comes from 35 years of experience and $75+ million generated for B2B tech startups and enterprises.  I have seen it from both sides. I can show you how to scale revenue consistently without relying on a few big deals. Module 1 - Sales Mindset Module 2 -......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

A small sample of our training courses include: Behaviour foundation for finance A half-day course on applying behavioural thinking to your business. Your team learns techniques to apply immediately to products, consumer communications, and design projects. Behaviour first for finance A six-part comprehensive course on applying behavioural psychology for business advantage. Inspire your team......

relevant regions

• Western Europe

We help our clients navigate and solve their most pressing challenges, from ESG to Capital Resolution, Digital and Cross-jurisdiction Regulatory & Risk programmes. Our senior team (ex CIO, CDO, MD level from major FS firms) has deep industry experience for rapid diagnostic, problem-solving and complex engagements. Successful transformation requires a clear understanding......

relevant regions

• North America
• Western Europe

But equally as important, is the way that we integrate into your business: We put in the time to understand the business drivers behind the change so that we can  optimise delivery to lock in business case benefits. We work with empathy, listening carefully to stakeholders, and tailoring our approach to make......

relevant regions

• Western Europe

Our people’s depth of knowledge and breadth of expertise sit behind our ability to advise on the key industry drivers, provide specialism at scale and outcomes at speed, which help our clients develop their capacity to support change. Delivery assurance Process improvement Programme and project planning Project governance and control Testing strategy Vendor selection ...

relevant regions

• Western Europe

Marketing Executive Coaching You have everything it takes to be a great marketing leader. You just need someone who’s been in your shoes before to give you a little guidance. Intention.ly’s CEO and co-founder, Kelly Waltrich, will show you how to set goals and expectations, increase your influence with the c-suite,......

relevant regions

• North America

We’ve seen first-hand what it takes to build the best digital experiences and honed our user experience (UX) design practice based on what we’ve learned tackling the most complex challenges....

relevant regions

• Western Europe

It includes elements of visual design, interaction design, information architecture, usability and user research, and is concerned with all facets of the overall experience delivered to users. For over a decade Metasite UX design team has been helping construct new and improve existing user experiences provided by a variety of digital......

relevant regions

• Eastern Europe
• Western Europe

These investment guidelines define the client’s sensitivity and clarify his or her priorities in terms of financial returns and sustainability impacts. Result of the questionnaire can be used to communicate with investment managers and other stakeholders. Based on our expertise and knowledge of the existing investment solutions, we define priorities......

What We Do Listening to your customers to help you understand them We work with companies to help them understand what their customers want, how they get it, what they think about the business and how to develop it. We’ll tell you how to improve frontline performance, raise barriers to switching, grow......

relevant regions

• Western Europe

We can drive increased productivity and performance across your enterprise by helping you do the following: Deliver differentiating digital experiences Boost operational efficiency through optimized operating models Maximize quality and value of data for the firm and your clients Perform comprehensive search and selection processes for vendor solutions Refine client reporting and communications strategies Drive client-centric......

relevant regions

• North America
• Western Europe

Wealth management technology Mink Hollow Advisors provides strategic advisory counsel to the C-suite of leading wealth management platforms and other financial advisor technologies. We leverage our broad industry and operating experiences in the creation of sustainable competitive advantages and building “deep moats” leading to value creation for clients and shareholders. Our core......

relevant regions

• North America

Early-to-Growth stage companies chosen will engage in an immersive boot camp complete with a curriculum to guide strategic planning, address business and financing challenges, and provide mentorship from successful fintech and entrepreneurial experts. Most importantly, we help you to scale your revenues. Our recruitment process features wealth management industry experts as part......

relevant regions

• North America

Over ten years of development experience 90+ highly skilled developers 80+ completed projects ...

relevant regions

• Eastern Europe
• North America
• Western Europe

In the fast-paced financial services and investment sector, design alone isn’t enough. A well-built website delivers measurable business results by capturing leads, strengthening authority, and creating sustainable growth opportunities. Custom designs for maximum impact We don’t just build websites. We create strategic, high-performing assets tailored to your business objectives and designed to......

relevant regions

• Western Europe

...

relevant regions

• Western Europe

Strategize Product discovery Value proposition & market fit Portfolio analysis Vision and concepts Design Design thinking Design sprints Rapid prototyping & site maps Elaboration & interactive prototypes Hi-res visual designs Build Lean software development Full-stack engineering Solution architecture Automation & Cloud Security ...

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

We are a mix of strategists, creative directors, designers, writers, media strategists, digital marketers, developers and relationship builders. We’re committed to creating vibrant and relevant brand experiences on every level. What we do An enterprise transformation partner Together with Designit, we are an innovation-led, enterprise transformation partner built for today’s digital challenges. We focus......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Management At the core of the business are our project and programme managers who are adeptly qualified to provide expertise across the delivery lifecycle. From project initiation through to implementation, we are able to lead complex programmes and projects for our clients, combining our deep industry experience as individuals with our......

relevant regions

• Western Europe