Industry
Wealth & Asset Management
Wealth & Asset Management
Growth strategies to thrive in a challenging market
Industry
Growth strategies to thrive in a challenging market
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:
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.
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.