Industry
Wealth & Asset Management
Wealth & Asset Management
Growth strategies to thrive in a challenging market
Our Experience
80%
of the top 5 global asset managers have worked with us
1,200
projects completed around the world
50%
of the top 10 global wealth managers have worked with us
We work with leading players in the wealth & asset management and private banking sectors to enable their transformation so they can keep ahead of the profound structural changes affecting the industry. We support the delivery of the highest levels of service and performance to their affluent, high- and ultra-high net worth clients, as well as Family Offices and institutional clients. Our broad expertise—which spans strategy, digital transformation, operations, M&A, private equity due diligence and much more—helps companies respond nimbly and effectively to the many structural forces currently reshaping the Wealth & Asset Management landscape, including:
- Quality of the offering. Providing quality offerings to, and having high-quality interactions with, clients is and will remain the most important differentiator for wealth managers. This includes the right products and services provided at the right time, leveraging the full array of bank-wide capabilities to deliver tailored advice, rigorous direction of processes towards a seamless client journey, and a client-centric infrastructure that supports the best client experience across channels.
- Digitalization: Over the last decade digitalization has ushered in new opportunities to better understand and address client needs, as well as to break up value chains and create new ecosystems. This has had a catalytic effect on this increasingly dynamic sector, but to date these new capabilities have been seized on pre-dominantly by players outside traditional sector boundaries.
- Value orientation: Intensification of various global megatrends, in combination with increased societal dialogues (e.g., around climate protection, energy transition, and related issues), has led to changing norms. Demand for sustainable investing has jumped, accelerated by the global pandemic, which has made people even more conscious of mankind’s vulnerability.
Our wealth and asset management consulting services have helped firms expand into new markets, transform their technology infrastructures, reduce costs, devise new business and operating models, seize new sourcing opportunities, and develop the right strategies to win, today and in the future. Our highly collaborative approach enables us to work side-by-side with you at every step, from initial assessment to implementation. And, we make sure your teams develop the skills they need to support continuous innovation and improvement.
AI in Wealth Management
The rise of digital-first services from neobanks and investment apps has signaled a need for speed and convenience. Wealth managers are answering the call, harnessing AI to:
• Automate routine administrative tasks
• Efficiently gather info for client onboarding
• Support investment decisions and portfolio management
• Provide intuitive, automated customer support via AI agents
These activities free up advisers to spend more time with—and offer more personalized service to—new and existing clients. There’s also bottom-line impact: AI has helped wealth management companies achieve a 24%–35% increase in revenue per adviser.
Real Outcomes
We collaborated with Banca Investis to launch an AI-powered investment advisory app that increases the frequency of touchpoints between customers and the bank, deepens customer engagement, and elevates the banking experience.
How We Help
From relationship manager copilots to knowledge hubs, we’ll partner with you to develop, launch, and scale use cases that help you better understand and connect with customers. Crucially, we’ll also help you shore up your data architecture to ensure that AI-driven solutions succeed.
