Solution introduction

Differentiate, scale and market your products more effectively with mind+machine

Integrated approach to transform your business…

Investment management firms are competing for customers’ attention more fiercely than ever before. To stand out from the crowd, you need to move forward rapidly with investment strategies, reach clients with your communications and keep them up to speed with the latest trends. It’s not just about being better or faster – it’s about rethinking the whole way you do business.

Combine your market expertise with our proven skills in research, analytics and strategy and you can streamline your internal processes, increase efficiency by 20–50% and make your mark in a demanding market.

Operate at scale

  • Develop differentiated product strategies and advice
    Expand your research, quant, alternate and ESG strategies to offer clients deeper market knowledge. 
  • Build your digital and marketing capability
    Combine workflow, analytics and content strategies to connect more closely with clients.
  • Hit sales and marketing targets
    Strealine, digitize and automate key workflows to boost productivity accross all your teams. 
  • Keep up with compliance
    Our service design skills and regulatory expertise help you stay on top of your obligations

The mind+machine difference

  • Diagnose, design, deliver framework (D3)
    We build holistic solutions that encompass research, analytics and technology – all unified by the principles of service design
  • True expertise across the board
    Our team includes 500+ data scientists, 600+ financial analysts and 100+ quant professionals
  • 3,000+ successful automation projects… and counting
    Time and again, we’ve made our clients’ processes more efficient and improved quality
  • Ready to help you, worldwide
    We can deliver and collaborate around the clock, in multiple languages

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.