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......

Client type

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

Relevant Regions

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

Program management Managing change-the-system/bank projects; coordinating resources and timelines; mitigating risks while engaging stakeholders via steering/ mgmt committees and user forums  TOM defintion Define the Target Operating Model (client value propositions, process model, satellite landscape) needed to deliver the expected benefits while verifying fit to Model Bank  Business change management Implementing business changes (transformations) mandated......

relevant regions

• Asia
• Western Europe

Without question whatever industry you’re in, your organisation must transform for a digital world. In our 21st Global CEO Survey, 81% of respondents agree technological progress will fundamentally change their organisation. And the pressure to move faster is unrelenting. But achieving digital transformation at speed requires more than technology. Two other things......

relevant regions

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

The Value Account Management provides strategic focus for the backbone of your firm; the machinery of compliance, accounting, billing and reconciliation. Our expertise across trust, broker/dealer and RIA compliance and accounting structures is led by strategy and culminates with newly implemented tools or processes that accelerate your growth....

relevant regions

• North America

Focused & specialized High quality research and advice needs genuine domain expertise. Our team has decades of experience at the crossroads of technology and operations. Translating the potential into the possible. Rooted in data High quality research  and advice needs strong primary data. Our surveys and interviews are built on consistent and transparent......

Transform your business to drive higher performance with Atos|Syntel’s Capital Markets solutions. Our services range from the simplest reconciliation support to complex valuation operations, with full coverage across the investment operations lifecycle. Atos|Syntel partners with clients across the capital markets value chain including asset managers, custodians, broker dealers, wealth managers, trust companies,......

relevant regions

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

Core banking Digital banking has fueled customer demand for constant connectivity and access to carry out transactions anytime and anywhere. To keep up with this, a modern and up-to-date core banking system is essential. Having been part of multiple core banking implementations and upgrades, we bring the relevant knowledge and experience......

relevant regions

• Asia

Our collective experience enables us to help our clients navigate through challenging situations and complex opportunities by leveraging our knowledge of common pitfalls, key requirements, and considerations specific to our industry and the competitive landscape. Our detailed knowledge of wealth management technology and tools, data aggregation, conversions and consolidations, migration efforts,......

relevant regions

• North America

Our methodology weaves together requirements, process, technology and people to deliver actionable and scalable coaching recommendations to our customers. We bring to our customers a dedication to only the enterprise wealth management space, where our knowledge and experience is industry wide, and a mile deep....

relevant regions

• North America

Our methodology weaves together requirements, process, technology and people to deliver actionable and scalable coaching recommendations to our customers. We bring to our customers a dedication to only the enterprise wealth management space, where our knowledge and experience is industry wide, and a mile deep....

relevant regions

• North America

Get a comprehensive view of the market Uncover new opportunities by assessing the software or services market. The software and services market is moving fast. If you haven't undergone a search and selection recently, you could be missing out on new opportunities for functionality and cost efficiency. Citisoft benchmarking services offers a......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• 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) ...

Traditionally, asset administration services have been provided by specialist third parties. In recent years, custodians and prime brokers have taken on key administrative functions such as portfolio accounting, shareholder servicing, compliance and reporting. Today, asset administrators must: Meet compliance and regulatory requirements Support alternative investment needs including complex fund structures, credit derivatives and......

relevant regions

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

Effectively designed processes and architectures allow a bank which is dedicated to the payments business to execute both revenue- and cost-focused initiatives in parallel, strengthening product innovation and operational excellence Capgemini delivers end-to-end support to help realize the hub by: Defining and managing strategy, business case and programs through our domain consulting......

relevant regions

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

Our solutions focus on key areas for wealth management firms and enables our clients to deliver superior customer experience with increased agility, operational excellence and cost efficiency. Advisor desktop transformation Capgemini provides enriching advisor desktop processes and platform helping firms increase advisor productivity, retain advisors and gain competitive advantage to grow wallet......

relevant regions

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

The Value Client Relationship Management (CRM) drives the cohesion and scalability of your organization’s operations and client service delivery. We approach CRM from the outside in. We start with optimizing your experience journeys and end with implementing the technology solutions necessary to consistently deliver it....

relevant regions

• North America

Ensuring that your IT strategy is fully aligned to your target operating model is key to any business success. For many firms, focus on technology strategy only takes place after a business model has been derived. As a result, it can be hamstrung by decisions made in isolation, excessive emphasis on......

Staying out in front of the competition is tough when the next “Uber” can come from anywhere. We help you reinvent business models and innovate products that create new value—by connecting people with things, insights and experiences. Artifical intelligence Imagine a business that always stays ahead of market changes, anticipates customer desires,......

relevant regions

• Western Europe

Accelerate innovation Update your enterprise IT and application environment to support the needs of business today and tomorrow The IT challenges of running a digital enterprise can be overwhelming. Legacy technology investments are no longer enough to meet your business’s ever-increasing demands. And moving to new technologies and applications, whether on-premise or......

With global standards for processes and performance, your firm can optimize advisor productivity and customer experience, and better evaluate technology solutions. You can also drive revenues with new wealth management products.  Cognizant Front Office Target Operating Model includes: Standard approach to engage with leaders in booking centers Detailed local assessments (“pain points”)  Aggregate findings Global......

relevant regions

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

For more than two decades, Lanware has been focused on working with FCA-regulated firms from throughout the financial services sector. In that time, we’ve developed an insight into the needs of financial services and the use of technology in its practical business context. Through our Consultancy programme, we’ll work closely as......

...

MD Solutions Consulting identifies the ways your core business capabilities encourage growth opportunities. We are passionate about harnessing innovation to tackle the most complex issues. Incremental changes are good but building for the future means making bold moves, reaching for greatness, and dealing with tough decisions to transform your business. MD......

relevant regions

• North America

Business operations systems are the heartbeat of an organization. At a minimum, they must be able to empower people and facilitate performance—but at their best, they can transform what a business is capable of. The biggest challenge for IT and operations leaders is that technology and solutions never stand still: What......

relevant regions

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

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......

In the last few years, an important goal for many asset managers has been to ensure the flow of client and fund information in a near-real-time manner. Having a “dashboard-style” view of one’s business, as well as the evolution of tools like Salesforce and Salespage, has placed a firm emphasis on......

The Value Data Architecture is the foundation to any future-ready technology roadmap. From lowering project costs and making better decisions to operational efficiency and vendor optionality; a modern data architecture will help you deliver on your advisor and client expectations. We understand your network and data needs and use that knowledge......

relevant regions

• North America

IT strategy More than ever, financial institutions need an effective IT strategy to optimize bottom line while staying at the forefront of technological innovation. To have a measurable impact, IT strategy must focus on business results while remaining closely guided by practical expertise.  Capco responds with a unique combination: deep industry knowledge......

relevant regions

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

DXC’s Digital Transformation is a customer intelligence solution that enables banks to process, organize, mine and act upon digital data — from all sources and in real time —  to deliver a great omnichannel customer experience. A complete, end-to-end DXC service that creates the most appropriate digital strategy for the customer,......

The Value Our philosophy is clear: digital experiences must amplify the value of your people and services, not replace them. Our process starts with an understanding of your unique client values; incorporates the reality that when it comes to digital experience, you are competing with every experience your client has with......

relevant regions

• North America

Digitization is transforming businesses throughout the world. There are four key drivers behind these efforts, improving customer engagement, digitizing products and exploring new business models, improving decision making and driving operational efficiencies. The value creation opportunities in each of these areas are enormous, however companies undertaking these efforts quickly learn that the......

relevant regions

• Asia
• North America
• Western Europe

We accomplish this by identifying opportunities presented by emerging and established technology trends. In addition, we also put a key focus on avoiding the pitfalls of operating within complex legacy financial services architectures. Our propositions Tactical technology development We can provide you with considerable cost-savings through the use of tactical technology which seamlessly......

relevant regions

• Western Europe

Strategic advisory Providing business consultancy and strategic advice on Target Operating Model Design, system implementations and transformation projects Organisational efficiency Identifying areas of potential business value to increase operational efficiency Technology optimisation Working with clients to optimise their technology landscape, as well as leveraging clients’ technology solutions for business use Implementation service Offering implementation expertise to our......

relevant regions

• Asia
• Western Europe

Today’s organizations are only as dynamic as the technology systems that support and enhance their business functions. Enterprise technology must do much more than keep the wheels turning; it needs to be the engine that drives functional excellence and the enabler of innovation and long-term growth. Deloitte’s IT and technology professionals......

relevant regions

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

The team at Enzumo is the largest and most experienced independent XPLAN consulting group in Australia, providing XPLAN customisation and support across the country. The experience we’ve gained from our first hand knowledge of working with large and small organisations, means we deliver solutions to dealer groups and financial planners that......

relevant regions

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

The Value Financial Planning optimizes your firm’s approach and execution of the behavioral and emotional side of wealth. Our experience allows us to expose hidden opportunities within your planning process. We cover tool optimization, data gathering and integration into other aspects of the client experience....

relevant regions

• North America

We’ve worked with our financial services clients over many years on a broad range of activities, from strategy development through to delivery of large-scale transformational change. However, it is far from business as usual in the sector at the moment. The industry is going through a significant period of change......

relevant regions

• North America
• Western Europe

We can advise on and implement risk, order and execution management systems through to fund accounting and registry capabilities. We have deep knowledge of leading systems and in-house and outsourced delivery methods....

relevant regions

• Asia
• Oceania

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

Empowered by our relationships across custodians, IBD’s, regulatory firms, law practices, technology companies, asset managers, insurance companies, digital media, marketing/PR firms, we work closely with the industry’s leading firms for your benefit. For enterprises, we offer access to our executive business leaders for management consulting and strategic partnership opportunities. Our clients’......

relevant regions

• Western Europe

Although many firms are making good progress with the changes needed to become GDPR compliant, it is expected that in order to meet the May 2018 deadline up to two thirds of banks and wealth management firms will have to put in place workarounds with the intention of continuing to......

Technology is no longer a specialized skill or distinct function; it has become the core DNA of your company. This changes the game for IT, from being a service function to a team-driven effort across business and technology, making the CIO less a functional leader and more a digital architect of the business. This also places the emphasis and pressure on......

relevant regions

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

The Invent Elite Consulting Framework The Invent Elite is a group of best-in-breed consultants, analysts, and technologists with decades of domain expertise in the independent wealth management industry. We are available to help organizations think through the best path to profitability, productivity, and growth – from strategy development, technology implementation, project......

relevant regions

• North America

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

Most clients have high ambitions for their Information Technology. "High-performant, transparent and harmonized applications as well as processes to achieve efficiencies today and enable new digital business models tomorrow, leveraging new technology platforms" could be an example for an ambitious vision. Ensuring a focused and business-relevant IT transformation within reasonable......

At NextWealth we help firms thrive amid disruption. We help our customers adapt to what’s next in wealth. Historians of finance will look back on this era as the decade of disruption. The investment industry is being reshaped. The upheaval is driven mainly by external forces, including regulatory disruption, societal and......

relevant regions

• Western Europe

Make powerful decisions with Omdia Vendor Selection To help you make the best-informed technology purchase decisions, we have introduced a portfolio of new vendor selection products: Omdia Universe, Omdia Market Radar and Omdia On the Radar. They give a clear view of the technology landscape with expert insights into vendors, and......

relevant regions

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

Agile and lean organizations with strong process orientation improve stakeholders engagement, service quality, time-to-market, and team productivity. This, ultimately grants organizations a long-term edge with faster and more manageable growth. Read more below about our offerings and how we can support you. Business & Organization Business Process Management Operational Risk Management & Internal......

relevant regions

• Western Europe

The outsourcing of business processes has become a key part of the operating model for many firms, it is an especially attractive proposition for new entrants and green field sites as there are few challenges with legacy infrastructure and integration. There are many reasons why firms consider outsourcing: Issues with legacy system(s),......

Cut to the chase Ask the right questions to find the right answers quicker. Get up to speed on the service provider landscape with our outsourcing expertise. We’ll help you quickly narrow down your options to find the best partner by leveraging our deep library of RFI and RFP documentation. Having resources......

relevant regions

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

The Value Portfolio Management digs deep into the efficiency of your firm’s processes and tools to maximize market outcomes for your clients. Our deep expertise helps your clients expand and optimize additional asset classes and tax outcomes as well as access lower cost and more efficient investment structures....

relevant regions

• North America

Delivering a project or programme, or multiple projects, has lots of challenges. It might be that your corporate environment is continually changing, or maybe there are cultural challenges in implementing new things, or maybe there is just too much to do and not enough time (or people) to do it.......

relevant regions

• Western Europe

Focusing on results A strategy for fast-track, profitable growth We are in the business of transformation, known for our focus on and commitment to achieving results. We combine strategy, technology and management consulting expertise to help organisations succeed, with an understanding of how business works and a knowledge of how the right......

relevant regions

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

The Value Reporting is one of the most critical client experience touchpoints of any wealth firm because it connects your reports to the value of your firm. We cover the technology and machinery your team needs to tell unique and insightful investment stories to your clients as you cultivate long-term retention....

relevant regions

• North America

Whether web tools, document solutions or individual IT projects related to structured financial products and derivatives - we are your experienced partner for targeted and efficient implementation....

relevant regions

• Western Europe

Roland Berger enables corporations to define their digital purpose and achieve a shift towards new business models, while tapping into new revenue pools. With more than 400 experts across 14 economic branches, Roland Berger leverages an effective network of more than 90 technology partners within its Terra Numerata™ ecosystem. Instead of binding......

Partnering with leading BFSI organizations, we offer comprehensive solutions that meet the evolving needs of the industry. From asset and liability to wealth management and customer engagement, we offer data-driven analytics services that help the industry boost enterprise resilience, increase cross-selling opportunities, enhance customer value, and maximize their market share. What......

relevant regions

• North America

Security system procurement and implementation can be overwhelming responsibilities. Kroll understands. Our systems experts and security specialists will ensure that the systems you choose not only meet the functional and technical requirements, but are also installed on time and within budget and represent the best value for you. During system procurement,......

By implementing a new Sitecore platform, you’re making an investment in your company’s future. Make the most of it with Sitecore Value Realization Services. Leverage the insights of our technical consultants, who have a holistic understanding of the marketing technology ecosystem, advanced knowledge of upcoming features, and first-hand experience with......

relevant regions

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

What You Receive An Assessment A Demo Analysis A Game Plan A Qualified Vendor An RFI A Contract ...

relevant regions

• North America

Gain valuable perspective Learn how your peers approach their technology and operations challenges. Peer benchmarking is key to determining your future state and how to get there. From financials to architecture, we have unmatched perspective on industry practices and metrics. We’ll help you glean key insights on what works for others—and what......

relevant regions

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

As disruptive new technologies emerge and sector convergence sets industries on collision courses, both opportunities and threats present themselves in the shape of new markets, propositions, channels, capabilities and behaviors. When organizations from different industries meet in the market for the first time, and when disruptive new entrants are added......

relevant regions

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

Getting it right first time Whether you are a start-up or a global institution, deciding which systems to choose to meet your business needs can be complicated. With so many vendors offering an array of different solutions it can make finding the right systems for you feel almost impossible. Why not......

relevant regions

• Western Europe

IAWMC has excellent relationships with, and an in-depth knowledge of, all of the key financial services systems and vendors serving our market. This gives us a significant competitive advantage as we can often fast-track the selection process for clients who are considering changing systems or implementing a system for the......

Leverage proven methodologies When it comes time to replace your technology, you need a tried-and-true approach to guide the process. Using our proven methodologies, we’ve successfully delivered over 20 systems strategy and selection projects in the last 5 years. We begin the systems strategy process by determining your key stakeholders and assessing......

relevant regions

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

The technology and system provider landscape is evolving fast and identifying the right partner for your business is becoming ever more difficult. By using our deep knowledge of providers and systems across the wealth industry, our team can: Understand your current and future functional and technical requirements. Perform a market scan to identify,......

relevant regions

• Western Europe

Whether you want to optimize your organization, processes or systems infrastructure, or enter new markets, a Target Operating Model helps you with the practical implementation of your vision. While the strategy defines what, how and why you are taking the next steps, the Synpulse Target Operating Model offers you methods......

The Value Infrastructure addresses the basic building blocks of your advisory business’ technology. Our process ensures you have the right partners for security, telephony, business management software and general advisory technology licensing. We support your ongoing needs so that you maintain a smoothly-run and efficient technology ecosystem....

relevant regions

• North America

Directing the winds of change With over two decades of experience in offering innovative solutions for retail banking, lending and leasing, cards and payments, asset and wealth management, investment banks, stock exchanges and life / general insurances, Tech Mahindra helps in directing the winds of these changes in the right direction......

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 ...

Digital & Technology Transformation for Wealth Management, Private Banking, Treasury, Asset Servicing, Core Banking, Open Banking, Digital Banking, Lending, Embedded Finance, Alternative Finance, Open Finance, Payments, InsurTech, RegTech, Wealthtech, FinTech & SupTech...

relevant regions

• Africa
• Asia
• Caribbean
• Eastern Europe
• Middle East
• Western Europe

Independent wealth managers now have access to superior tools, capabilities, and infrastructure previously limited to very large institutions. Technology consulting from Mirador will help you select the right combination of technologies and service providers based on your needs. We’ll show you how to integrate these technologies and deploy them, as......

relevant regions

• North America
• Oceania
• South America
• Western Europe

Emerging technologies and changing business models are driving a shift in the role of IT - from leveraging technology in support of the business, to the higher, more strategic goal of protecting and enhancing business value. Today, it is critical that you have strong IT processes and practices to ensure......

relevant regions

• Asia
• North America
• Western Europe

The issue Wealth managers support and maintain multiple critical systems, many developed in-house or acquired through mergers over many decades. Coupled with potentially high operational risk, the expense of historic infrastructure, increasingly scarce skills, duplication of compliance effort and high fixed costs make total cost of ownership a compelling business case.  The......

How Can We Help? By combining industry expertise with technological acumen, we guide your team from the initial assessment of needs and solution selection to the seamless integration of cutting-edge financial technology solutions. Our people collaborate closely with your stakeholders to devise a tailored implementation strategy, ensuring that the chosen technology aligns......

relevant regions

• North America

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 Wealth Technology Landscape Report Series (WTLRs) takes the solutions and solution provider marketplace that we host in our digital platform, segments them in different ways (see below) and creates written reports which are formed of a content and opinion element and a directory element. These reports support and enhance the......

relevant regions

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

No matter how secure your company’s IT system is, sometimes your risk of data breach depends on who you associate with. In today’s complex business environment, large amounts of sensitive data are often shared with partners, outside vendors and service providers — who all have their own dedicated IT systems,......

Assurance visit programme for third party management against client policies or requirements Design, testing and audit of controls reports eg SSAE16, ISAE3402 and AAF01/06 Management of full procurement process, including: preparing statement of requirements; due diligence on providers; balanced scorecard evaluation of bids; recommendations to management; and contract negotiations Design, implementation and monitoring......

Even the best strategies and initiatives will fail to deliver results without the right implementation. By centralizing accountability, for example, change management projects are more likely to happen on time and achieve the expected results. Paradoxically, centralizing responsibility also makes it easier to involve more players in the organization. Our well-established......

relevant regions

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

Our overarching goal when advising clients is to add measurable financial improvements to their business. This we achieve by consulting on operational and supplier efficiencies, revenue protection, and new business growth. A guiding principle for our firm is that our team's expertise should derive from direct experience of working within......

relevant regions

• Western Europe