Wealth and Investment Management

Focusing on discrete retail wealth management and institutional investment management functions:

Product LifeCycle

Client Acquisition

Omni-Channel

Servicing

Next-Best-Trade

FA Servicing

Reporting

Pinpoint and Action Improvement Opportunities

Wealth and IM Insight

Data Analysis

  • Retail WM

  • Hedge Funds

  • SMA

  • Fund of Funds

  • Research

  • Portfolio Construction

  • Risk

  • Compliance

  • Performance

  • FA Turnover

  • Risk Management

  • Omni-channel success 

  • Analytics and Reporting

  • Business Goals

  • Project Roadmap

  • Resource Requirements

  • Technology Transformation

  • People and Organization

  • Internal Controls

  • Risk and Compliance

Transform

Execution

Expertise

  • Root Cause Identification

  • Hyper-Automation

  • Systems Integration

  • Data Modeling and Presentation

  • Robotics

  • Chatbot