As the role of technology has moved to the centre of the wealth management industry’s business needs, so support around strategy and consulting in this area has become ever more critical. The Technology Strategy & Consulting (TS&C) business need category within our global solution provider directory is available within our Technology & Data marketplace; it is a deep resource of the many businesses and service offerings available to wealth management organisations as they navigate and seek support in their technology decision-making.
How do wealth management organisations stay abreast of market trends and developments? How do they resource projects? Where do they turn for advice and guidance? How do they access relevant industry expertise? Where do they look to support strategy development and business planning? One route clearly points to relevant consulting firms. Whether local, regional, or global; wealth management specialists or industry generalists; household names or unknown outside of smaller circles; focused on strategy, design, proposition, implementation, build or other skills; our TS&C category is packed with providers and their array of offerings.
The firms in our TS&C category offer a wide range of services. Included are offerings like strategy design and review, finding and selecting a new technology offering, target operating model design, M&A advisory, technology governance, technology design and build, business change services, technology and business integration advisory, business research services, cloud and DevOps, digital experience consulting, data architecture, staff augmentation, and much more – all with a technology anchor.
The evolution in this space is also highly relevant to the needs of the sector. As wealth management has flourished as an industry, so has the consulting marketplace that supports it changed too. A new breed of specialist consulting firms exists – not one-man bands that don’t have the depth to meet the needs of many players in the market, and not the global powerhouses that are sometimes criticised for not being wealth-focused enough. The industry increasingly has access to a middle tier of firms that are wealth specialists.
PBA&R category in numbers
Within the PBA&R business need category, you will currently find:
- Business profiles – 175
- Solution profiles – 331
Relevant Members
Examples of the featured firms included in the PBA&R business need category are: Petaksys, Pirker Partners, Synpulse and WealthTech Strategy Partners.
Other listed providers include: 11:FS, Accenture, Altus Consulting, Atomise, Atos, Boston Consulting Group, Capco, Capgemini, CB Insights, Citisoft, Cognivo, Cognizant, DataArt, Deloitte, Delta Capita, Elgin White, EPAM Systems, Epok Advice, EY, F2 Strategy, Finalix, Forrester, Gartner, IAWMC, L.E.K. Consulting, Leading Point, Liqueo, Luxoft, Maveric Systems, NextWave, Nikao, North Highland, NOVEO Conseil, Opus Una, Publicis Sapient, Raw Knowledge, RIA Compliance Technology, Simon-Kucher Partners, Solve, Tata Consultancy Services, The Good Guys Company, Thoughtworks, Xcina Consulting, Zensar, and many more.
Access TS&C
Click here for full access to the TS&C business need category.
Request to be included in the TS&C category
If you have a solution that should be featured in the TS&C business category that we do not currently have, either in the directory or just in this category, please message us at office@thewealthmosaic.com to discuss.
Request to be featured in the TS&C category
If you have a solution that you want to feature in the TS&C business category with a more detailed profile and content, please message us at stephen@thewealthmosaic.com to discuss.
TWM Directory overview
The TS&C business need category is one of 40 current business needs within our global online solution provider directory. In total, this directory now hosts over 10,000 business and solution profiles, all for solution providers and their offerings, which service, target, and/or are relevant to the business needs of different forms of wealth managers around the world, whether banks, brokers, family offices, financial advisers, investment managers, trust and fiduciary businesses, or other forms of wealth management firm from around the world.
To learn more about our directory and its development, and to have your business and solution included in this growing industry resource, please message us at office@thewealthmosaic.com to discuss.
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About The Wealth Mosaic
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.
For wealth managers, the buy side of our marketplace, The Wealth Mosaic is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.
For solution providers and vendors, the sell side of our marketplace, The Wealth Mosaic exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.
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