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 transformed how the end-to-end or individual components are being managed today.

Strategic Drivers:

• Cost transformation moves to the top of the agenda
• Differentiation across product, advice offerings and processes
• Consolidation is set to further accelerate
• Remaining compliant with regulatory needs

Key focus areas for Luxoft:

• Client Journey - Enhancing client experience by streamlining the client lifecycle management journey and leveraging platforms that expedite the process and reduces manual touch points.
• Digital transformation - Modernizing legacy platforms by enhancing digital client and advisor experiences (CX / AX) as well as digitizing back end manual processes to increase operational efficiency.
• ESG - Valuation of social, environmental and governance (ESG) impacts is increasingly taking center stage while rapidly evolving in the process. Data and analytics capabilities are critical for measuring and reporting on ESG.
• Hybrid advice - Appealing to the current and next generation of clients by tailoring the advisor experience with a blend of technical and human interaction.

Luxoft’s end-to-end capabilities can support you with all of these themes:

• Consultancy
• Programme Delivery
• Solution implementation
• Post-implementation Services