Wealth Management
Empowering Wealth Management Firms to Win in the Data-First World
Bringing Domain, Data and AI, Operations and Engineering expertise together to drive Digital Transformation across the Wealth Management value chain
Reshaping the Future of Wealth Management Industry
In the digital age, evolving client demographics and the proliferation of technology options for Wealth Management (WM) Advisors necessitate a shift in strategy for firms to remain competitive. Wealth Management firms must embrace digitization to cater to the expectations of a new generation of investors while delivering personalized experiences. Incedo offers tailored solutions aligned with your business objectives, emphasizing four key shifts for successful digital transformation: integrating ecosystems, adopting a Data and AI driven approach, streamlining operations, and prioritizing a client-centric focus for enhanced Advisor-client experiences.
Incedo recommends 4 shifts for WM Firms to make a successful digital transformation:
- Advance from siloed technologies to building integrated ecosystems to for various Advisor tech tools
- Pivot from being relationship driven to data driven to provide personalized insights to clients
- Simplify, digitize, and transform complex and manual business operations for increased efficiency and adaptability to change.
- Switch from a Product first to Client first approach and enhance the customer journey with superior and personalized advisor and client experience.
Incedo recommends 4 shifts for WM Firms to make a successful digital transformation
Advance from siloed technologies to building integrated ecosystems to for various Advisor tech tools
Pivot from being relationship driven to data driven to provide personalized insights to clients
Simplify, digitize, and transform complex and manual business operations for increased efficiency and adaptability to change.
Switch from a Product first to Client first approach and enhance the customer journey with superior and personalized advisor and client experience.
Offerings and Solutions
Advisor Enablement and Client Servicing
Enabling Advisors through integrated experiences, Building Investor Portals, Automating manual processes in Client onboarding and Account Servicing
Data as an Asset
Working across the Data value chain from Data foundations, Data on cloud, BI Reporting across Practice Analytics, Client, Operations and Marketing Analytics, Leveraging AI to drive personalized Advisor and client Insights.
Operations Transformation
Transforming Wealth Management operations transformation to significant impact on efficiency and effectiveness of WM firms.
Integrated Risk & Compliance
Helping firms implement and Integrate solutions for Trade , Advisory, Regulatory compliance
Segments We Serve
Broker Dealers
Partnering with large broker dealers across Advisor Tech, Data Infrastructure and Analytics, Compliance, Risk, Operations and M&A Integrations
Turnkey Asset Manager Platform Providers
Helping TAMPs scale their Platforms and Operations to Acquire and Serve more advisors
Institutional & Retail Asset Managers
We empower Institutional and Retail Asset Managers to leverage technology and optimize operations to manage cost and gain efficiencies
RIAs
Helping RIAs build and manage their Advisor Tech Stack and using Technology to Scale their Manual Operations
Full-Service Players
Our solutions equip full service players with the technology, tools, and expertise to succeed in today’s digital-first environment.
Private Banks
Helping Private Banks and Asset Management groups in building Integrated Advisor and client Experiences and using Data to Integrate Wealth Management with other parts of the Banks
Capital Markets Infrastructure
Our solutions help improve risk management, capitalize on emerging market opportunities and drive growth.
Incedo’s Wealth Management offerings and solutions span the Wealth and Asset Management value chain:
Broker Dealers
Partnering with large broker dealers across Advisor Tech, Data Infrastructure and Analytics, Compliance, Risk, Operations and M&A integrations
Turnkey Asset Manager Platform Providers
Helping TAMPs scale their Platforms and Operations to Acquire and Serve more advisors
Institutional & Retail Asset Managers
Empower Asset Managers with tech solutions, optimizing operations for cost management and efficiency gains in both institutional and retail sectors.
RIAs
Helping RIAs build and manage their Advisor Tech Stack and using technology to scale their manual operations
Full-Service Players
Our solutions equip full service players with the technology, tools, and expertise to succeed in today’s digital-first environment.
Private Banks
We specialize in integrating advisor and client experiences, leveraging data to unify wealth management with broader banking services.
Capital Markets Infrastructure
Our solutions help improve risk management, capitalize on emerging market opportunities and drive growth.
Key Differentiators
We help WM Firms Win in a Data First World. Incedo’s expertise is built on our deep domain knowledge across WM Value Chain, proven Data & AI expertise for Fortune 500 clients and deep capabilities & tech Partnerships for accelerating Digital & Cloud Transformation:
Partnering with leading firms across the WM Value chain
Proven experience of Executing large programs for Advisor, Client, Compliance, Risk and Data solutions
Full stack on digital capabilities, especially with Data & AI focused differentiated solutions
10+ partnerships with leading platform providers
Domain Expertise and Thought Leadership
Impact
Our Partnerships
Client Success Stories
Data to Visualization Journey Transformation for a US Independent Broker Dealer
Journey Re-design for Integrated Experiences at a US WM Firm
Insights
Case Studies
Data to Visualization Journey Transformation for a US Independent Broker Dealer
Case Studies
Journey Re-design for Integrated Experiences at a US WM Firm
Insights
White Paper
The wealth management client experience lags behind other industries and its financial services peers such as Cards, Banks, and even Insurance.
Blog
Harness the Power of Data, AI and Cloud with Automated Decisioning Platform – Incedo LighthouseTM
White Paper
When the GDPR became a law in Europe, American companies not doing business in Europe heaved a sigh of relief that they did not have to comply with the stringent requirements laid out in the law.
Blog
Client Segmentation in Wealth Management
White Paper
As the race for top financial advisor talent heats up, Broker dealers are increasingly setting aside higher recruiting budgets to attract top financial advisors from their competitors.
White Paper
Increased Enforcement action of Reg BI and its impact on wealth manager’s Reg Tech